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Mayflower Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Mayflower Financial 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 		$1.07M Hold
3,125
– – 0.09% 183
2026
Q1 		$934K Sell
3,125
-20
-0.6% -$6.26K 0.11% 180
2025
Q4 		$990K Buy
3,145
+181
+6% +$56.5K 0.12% 165
2025
Q3 		$912K Sell
2,964
-14
-0.5% -$4.14K 0.11% 165
2025
Q2 		$850K Sell
2,978
-154
-5% -$40.6K 0.12% 170
2025
Q1 		$805K Buy
3,132
+288
+10% +$78K 0.12% 163
2024
Q4 		$767K Buy
2,844
+9
+0.3% +$2.44K 0.11% 167
2024
Q3 		$746K Buy
2,835
+22
+0.8% +$5.58K 0.11% 170
2024
Q2 		$702K Sell
2,813
-2
-0.1% -$480 0.12% 170
2024
Q1 		$675K Sell
2,815
-17
-0.6% -$3.89K 0.11% 182
2023
Q4 		$618K Buy
2,832
+236
+9% +$48.2K 0.09% 184
2023
Q3 		$508K Hold
2,596
– – 0.08% 188
2023
Q2 		$526K Hold
2,596
– – 0.07% 196
2023
Q1 		$485K Hold
2,596
– – 0.06% 204
2022
Q4 		$452K Sell
2,596
-104
-4% -$18.2K 0.06% 210
2022
Q3 		$442K Sell
2,700
-1,506
-36% -$274K 0.07% 204
2022
Q2 		$725K Buy
4,206
+251
+6% +$47.1K 0.11% 141
2022
Q1 		$825K Buy
+3,955
New +$812K 0.11% 132

Other funds holding VV

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
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
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Mayflower Financial Advisors's VV Position: Q2 2026 in Review

Mayflower Financial Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 3,125 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #183.

Mayflower Financial Advisors first reported a position in VV in Q1 2022 and has held it in 18 quarters since. 774 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Mayflower Financial Advisors held 3,125 shares of Vanguard Morningstar Large-Cap ETF worth $1.07M as of Q2 2026.
  • Mayflower Financial Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.09% of Mayflower Financial Advisors's portfolio in Q2 2026, its #183 holding.
  • Mayflower Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 774 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.