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Eaton-Cambridge’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Eaton-Cambridge’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 		$590K Sell
1,715
-45
-3% -$15K 0.17% 33
2026
Q1 		$526K Buy
1,760
+996
+130% +$312K 0.16% 29
2025
Q4 		$241K Sell
764
-33
-4% -$10.3K 0.08% 40
2025
Q3 		$245K Buy
+797
New +$236K 0.09% 38

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Eaton-Cambridge's VV Position: Q2 2026 in Review

Eaton-Cambridge reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.6% in Q2 2026, selling an estimated $15K and leaving 1,715 shares worth $590K. The position accounts for 0.17% of the portfolio, ranked #33.

Eaton-Cambridge first reported a position in VV in Q3 2025 and has held it in 4 quarters since. 819 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Eaton-Cambridge held 1,715 shares of Vanguard Morningstar Large-Cap ETF worth $590K as of Q2 2026.
  • Eaton-Cambridge sold 45 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $15K.
  • Vanguard Morningstar Large-Cap ETF made up 0.17% of Eaton-Cambridge's portfolio in Q2 2026, its #33 holding.
  • Eaton-Cambridge first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 819 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Eaton-Cambridge's 13F filing for Q2 2026, filed 23 Jul 2026.