Gibson Capital’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Gibson Capital’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	$12.1M	Sell	35,064 -230	-0.7%	-$76.7K	1.98%	6
2026 Q1	$10.5M	Hold	35,294	–	–	1.96%	6
2025 Q4	$11.1M	Hold	35,294	–	–	2.04%	6
2025 Q3	$10.9M	Sell	35,294 -2,926	-8%	-$866K	2%	6
2025 Q2	$10.9M	Sell	38,220 -97	-0.3%	-$25.6K	2.15%	6
2025 Q1	$9.85M	Buy	38,317 +97	+0.3%	+$26.3K	2.07%	6
2024 Q4	$10.3M	Sell	38,220 -1,152	-3%	-$312K	2.11%	6
2024 Q3	$10.4M	Hold	39,372	–	–	2.11%	6
2024 Q2	$9.83M	Hold	39,372	–	–	2.17%	6
2024 Q1	$9.44M	Hold	39,372	–	–	2.06%	6
2023 Q4	$8.59M	Sell	39,372 -457	-1%	-$93.4K	2.01%	6
2023 Q3	$7.79M	Hold	39,829	–	–	2.11%	6
2023 Q2	$8.07M	Sell	39,829 -17,856	-31%	-$3.42M	2.1%	6
2023 Q1	$10.8M	Hold	57,685	–	–	2.83%	4
2022 Q4	$10M	Sell	57,685 -6,334	-10%	-$1.11M	2.99%	4
2022 Q3	$10.5M	Buy	64,019 +1	+0%	+$182	3.32%	4
2022 Q2	$11M	Sell	64,018 -546	-0.8%	-$102K	3.27%	4
2022 Q1	$13.5M	Sell	64,564 -19,500	-23%	-$4.01M	3.37%	4
2021 Q4	$18.6M	Hold	84,064	–	–	4.32%	4
2021 Q3	$16.9M	Hold	84,064	–	–	4.42%	4
2021 Q2	$16.9M	Sell	84,064 -610	-0.7%	-$119K	4.39%	4
2021 Q1	$15.7M	Sell	84,674 -6,475	-7%	-$1.17M	4.38%	4
2020 Q4	$16M	Sell	91,149 -587	-0.6%	-$97.5K	4.72%	4
2020 Q3	$14.3M	Sell	91,736 -301	-0.3%	-$46.4K	4.78%	4
2020 Q2	$13.2M	Sell	92,037 -770	-0.8%	-$104K	4.64%	4
2020 Q1	$11M	Sell	92,807 -487	-0.5%	-$68.4K	4.71%	4
2019 Q4	$13.8M	Sell	93,294 -73	-0.1%	-$10.3K	4.65%	4
2019 Q3	$12.7M	Hold	93,367	–	–	4.6%	4
2019 Q2	$12.6M	Sell	93,367 -380	-0.4%	-$50.3K	4.72%	4
2019 Q1	$12.2M	Hold	93,747	–	–	4.09%	5
2018 Q4	$10.8M	Sell	93,747 -5,440	-5%	-$674K	4.19%	6
2018 Q3	$13.2M	Sell	99,187 -1,510	-1%	-$198K	4.51%	4
2018 Q2	$12.6M	Sell	100,697 -415	-0.4%	-$51.6K	4.46%	5
2018 Q1	$12.3M	Hold	101,112	–	–	4.39%	5
2017 Q4	$12.4M	Sell	101,112 -2,666	-3%	-$319K	4.4%	6
2017 Q3	$12M	Hold	103,778	–	–	4.28%	6
2017 Q2	$11.5M	Hold	103,778	–	–	4.04%	7
2017 Q1	$11.2M	Sell	103,778 -6,550	-6%	-$698K	3.83%	7
2016 Q4	$11.3M	Sell	110,328 -200	-0.2%	-$20K	3.84%	6
2016 Q3	$11M	Hold	110,528	–	–	3.86%	7
2016 Q2	$10.6M	Hold	110,528	–	–	3.73%	7
2016 Q1	$10.4M	Sell	110,528 -8,037	-7%	-$717K	3.73%	8
2015 Q4	$11.1M	Hold	118,565	–	–	3.95%	7
2015 Q3	$10.4M	Hold	118,565	–	–	3.41%	8
2015 Q2	$11.2M	Sell	118,565 -515	-0.4%	-$49.9K	3.42%	8
2015 Q1	$11.3M	Sell	119,080 -1,613	-1%	-$153K	3.37%	8
2014 Q4	$11.4M	Sell	120,693 -553	-0.5%	-$51K	3.52%	7
2014 Q3	$11M	Buy	121,246 +15,569	+15%	+$1.41M	3.46%	7
2014 Q2	$9.51M	Buy	105,677 +6,570	+7%	+$574K	3.11%	7
2014 Q1	$8.53M	Buy	+99,107	New	+$8.37M	3%	7

Other funds holding VV

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

VGA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Gibson Capital's VV Position: Q2 2026 in Review

Gibson Capital reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.65% in Q2 2026, selling an estimated $76.7K and leaving 35,064 shares worth $12.1M. The position accounts for 1.98% of the portfolio, ranked #6.

Gibson Capital first reported a position in VV in Q1 2014 and has held it in 50 quarters since. The position peaked at $18.6M in Q4 2021. 1,244 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Gibson Capital held 35,064 shares of Vanguard Morningstar Large-Cap ETF worth $12.1M as of Q2 2026.
Gibson Capital sold 230 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $76.7K.
Vanguard Morningstar Large-Cap ETF made up 1.98% of Gibson Capital's portfolio in Q2 2026, its #6 holding.
Gibson Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2014 and has held it in 50 quarters since.
Gibson Capital's Vanguard Morningstar Large-Cap ETF position peaked at $18.6M in Q4 2021.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Gibson Capital's 13F filing for Q2 2026, filed 13 Aug 2026.