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

Manchester Capital Management’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
2025 Q2	–	Sell	-1,624	Closed	-$417K	–	1240
2025 Q1	$417K	Hold	1,624	–	–	0.05%	225
2024 Q4	$438K	Hold	1,624	–	–	0.05%	210
2024 Q3	$428K	Hold	1,624	–	–	0.05%	223
2024 Q2	$405K	Hold	1,624	–	–	0.05%	220
2024 Q1	$389K	Hold	1,624	–	–	0.05%	226
2023 Q4	$354K	Hold	1,624	–	–	0.05%	218
2023 Q3	$318K	Hold	1,624	–	–	0.05%	212
2023 Q2	$329K	Hold	1,624	–	–	0.04%	216
2023 Q1	$303K	Hold	1,624	–	–	0.04%	239
2022 Q4	$283K	Hold	1,624	–	–	0.04%	205
2022 Q3	$266K	Hold	1,624	–	–	0.05%	191
2022 Q2	$280K	Hold	1,624	–	–	0.05%	189
2022 Q1	$339K	Hold	1,624	–	–	0.05%	196
2021 Q4	$359K	Hold	1,624	–	–	0.05%	201
2021 Q3	$326K	Hold	1,624	–	–	0.04%	218
2021 Q2	$326K	Hold	1,624	–	–	0.04%	217
2021 Q1	$301K	Buy	+1,624	New	+$294K	0.04%	222
2020 Q1	–	Sell	-828	Closed	-$122K	–	571
2019 Q4	$122K	Hold	828	–	–	0.01%	284
2019 Q3	$113K	Buy	+828	New	+$112K	0.01%	290
2015 Q3	–	Hold	0	–	–	–	609
2015 Q2	–	Hold	0	–	–	–	533
2015 Q1	–	Hold	0	–	–	–	531
2014 Q4	–	Hold	0	–	–	–	1063

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Manchester Capital Management's VV Position: Q2 2025 in Review

Manchester Capital Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2025, closing a stake of 1,624 shares — an estimated $417K sold.

Manchester Capital Management first reported a position in VV in Q3 2019 and held it in 19 quarters. The position peaked at $438K in Q4 2024. 1,229 funds tracked by Wall St. Rank hold VV as of Q2 2025.

Manchester Capital Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2025 after selling out during the quarter.
Manchester Capital Management sold 1,624 Vanguard Morningstar Large-Cap ETF shares in Q2 2025, an estimated $417K.
Manchester Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2019 and held it in 19 quarters.
Manchester Capital Management's Vanguard Morningstar Large-Cap ETF position peaked at $438K in Q4 2024.
1,229 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2025.

Based on Manchester Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.