Cynosure Group’s Vanguard Large-Cap ETF VV Stock Holding History

Cynosure Group’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$407K	Buy	1,362 +4	+0.3%	+$1.25K	0.05%	139
2025 Q4	$428K	Buy	1,358 +7	+0.5%	+$2.19K	0.04%	319
2025 Q3	$416K	Buy	1,351 +4	+0.3%	+$1.18K	0.05%	265
2025 Q2	$384K	Hold	1,347	–	–	0.04%	317
2025 Q1	$346K	Buy	1,347 +5	+0.4%	+$1.35K	0.05%	239
2024 Q4	$362K	Buy	+1,342	New	+$364K	0.05%	163
2024 Q3	–	Sell	-1,338	Closed	-$334K	–	412
2024 Q2	$334K	Hold	1,338	–	–	0.05%	324
2024 Q1	$321K	Hold	1,338	–	–	0.06%	238
2023 Q4	$292K	Hold	1,338	–	–	0.05%	133
2023 Q3	$262K	Hold	1,338	–	–	0.08%	130
2023 Q2	$271K	Buy	+1,338	New	+$256K	0.08%	118

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cynosure Group's VV Position: Q1 2026 in Review

Cynosure Group increased its Vanguard Large-Cap ETF (VV) stake by 0.29% in Q1 2026, buying an estimated $1.25K and bringing the position to 1,362 shares worth $407K. The position accounts for 0.05% of the portfolio, ranked #139.

Cynosure Group first reported a position in VV in Q2 2023 and has held it in 11 quarters since. The position peaked at $428K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Cynosure Group held 1,362 shares of Vanguard Large-Cap ETF worth $407K as of Q1 2026.
Cynosure Group bought 4 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $1.25K.
Vanguard Large-Cap ETF made up 0.05% of Cynosure Group's portfolio in Q1 2026, its #139 holding.
Cynosure Group first reported a position in Vanguard Large-Cap ETF in Q2 2023 and has held it in 11 quarters since.
Cynosure Group's Vanguard Large-Cap ETF position peaked at $428K in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.