GHP Investment Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

GHP Investment Advisors’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	$45.7K	Hold	133	–	–	﹤0.01%	576
2026 Q1	$39.7K	Hold	133	–	–	﹤0.01%	578
2025 Q4	$41.9K	Hold	133	–	–	﹤0.01%	546
2025 Q3	$40.9K	Sell	133 -22	-14%	-$6.51K	﹤0.01%	547
2025 Q2	$44.2K	Hold	155	–	–	﹤0.01%	530
2025 Q1	$39.8K	Buy	155 +22	+17%	+$5.96K	﹤0.01%	525
2024 Q4	$35.9K	Hold	133	–	–	﹤0.01%	535
2024 Q3	$35K	Hold	133	–	–	﹤0.01%	549
2024 Q2	$33.2K	Hold	133	–	–	﹤0.01%	540
2024 Q1	$31.9K	Hold	133	–	–	﹤0.01%	538
2023 Q4	$29K	Hold	133	–	–	﹤0.01%	535
2023 Q3	$26.3K	Hold	133	–	–	﹤0.01%	575
2023 Q2	$27.1K	Sell	133 -38	-22%	-$7.28K	﹤0.01%	559
2023 Q1	$31.9K	Sell	171 -750	-81%	-$137K	﹤0.01%	542
2022 Q4	$160K	Hold	921	–	–	0.01%	386
2022 Q3	$151K	Hold	921	–	–	0.01%	380
2022 Q2	$159K	Hold	921	–	–	0.01%	373
2022 Q1	$192K	Hold	921	–	–	0.01%	360
2021 Q4	$204K	Sell	921 -119	-11%	-$25.5K	0.01%	313
2021 Q3	$209K	Buy	+1,040	New	+$215K	0.02%	297

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

GHP Investment Advisors's VV Position: Q2 2026 in Review

GHP Investment Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 133 shares worth $45.7K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

GHP Investment Advisors first reported a position in VV in Q3 2021 and has held it in 20 quarters since. The position peaked at $209K in Q3 2021. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

GHP Investment Advisors held 133 shares of Vanguard Morningstar Large-Cap ETF worth $45.7K as of Q2 2026.
GHP Investment Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #576 holding.
GHP Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and has held it in 20 quarters since.
GHP Investment Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $209K in Q3 2021.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.