Cynosure Group’s Vanguard Morningstar 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 Q2	–	Sell	-1,362	Closed	-$407K	–	260
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 $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cynosure Group's VV Position: Q2 2026 in Review

Cynosure Group sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 1,362 shares — an estimated $407K sold.

Cynosure Group first reported a position in VV in Q2 2023 and held it in 11 quarters. The position peaked at $428K in Q4 2025. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Cynosure Group reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
Cynosure Group sold 1,362 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $407K.
Cynosure Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2023 and held it in 11 quarters.
Cynosure Group's Vanguard Morningstar Large-Cap ETF position peaked at $428K in Q4 2025.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.