MYCIO Wealth Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

MYCIO Wealth Partners’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 Q1	$232K	Hold	777	–	–	0.05%	44
2025 Q4	$245K	Hold	777	–	–	0.05%	41
2025 Q3	$239K	Hold	777	–	–	0.06%	41
2025 Q2	$222K	Hold	777	–	–	0.05%	41
2025 Q1	$200K	Hold	777	–	–	0.05%	44
2024 Q4	$210K	Hold	777	–	–	0.05%	44
2024 Q3	$205K	Hold	777	–	–	0.05%	42
2024 Q2	$194K	Hold	777	–	–	0.05%	42
2024 Q1	$186K	Hold	777	–	–	0.05%	43
2023 Q4	$170K	Hold	777	–	–	0.05%	42
2023 Q3	$152K	Hold	777	–	–	0.05%	42
2023 Q2	$158K	Hold	777	–	–	0.05%	40
2023 Q1	$145K	Hold	777	–	–	0.05%	41
2022 Q4	$135K	Hold	777	–	–	0.04%	47
2022 Q3	$127K	Hold	777	–	–	0.05%	39
2022 Q2	$134K	Hold	777	–	–	0.05%	37
2022 Q1	$162K	Hold	777	–	–	0.05%	43
2021 Q4	$172K	Buy	+777	New	+$167K	0.06%	40
2021 Q3	–	Sell	-777	Closed	-$156K	–	46
2021 Q2	$156K	Hold	777	–	–	0.06%	38
2021 Q1	$144K	Hold	777	–	–	0.06%	37
2020 Q4	$137K	Hold	777	–	–	0.07%	31
2020 Q3	$122K	Hold	777	–	–	0.08%	27
2020 Q2	$111K	Buy	+777	New	+$105K	0.08%	28
2020 Q1	–	Sell	-1,751	Closed	-$259K	–	398
2019 Q4	$259K	Sell	1,751 -70	-4%	-$9.9K	0.02%	291
2019 Q3	$248K	Buy	1,821 +8	+0.4%	+$1.09K	0.02%	270
2019 Q2	$244K	Buy	1,813 +116	+7%	+$15.3K	0.02%	273
2019 Q1	$220K	Sell	1,697 -103	-6%	-$12.9K	0.02%	265
2018 Q4	$207K	Buy	1,800 +10	+0.6%	+$1.24K	0.02%	258
2018 Q3	$239K	Buy	+1,790	New	+$234K	0.02%	248
2016 Q4	–	Sell	-1,532	Closed	-$152K	–	654
2016 Q3	$152K	Buy	1,532 +853	+126%	+$84.5K	0.03%	206
2016 Q2	$65K	Buy	679 +1	+0.1%	+$95	0.01%	302
2016 Q1	$64K	Buy	678 +2	+0.3%	+$178	0.01%	290
2015 Q4	$63K	Buy	676 +144	+27%	+$13.6K	0.01%	263
2015 Q3	$47K	Buy	532 +277	+109%	+$25.9K	0.01%	303
2015 Q2	$24K	Buy	255 +1	+0.4%	+$97	﹤0.01%	409
2015 Q1	$24K	Hold	254	–	–	﹤0.01%	379
2014 Q4	$24K	Buy	254 +2	+0.8%	+$185	0.01%	372
2014 Q3	$23K	Buy	252 +1	+0.4%	+$91	0.01%	351
2014 Q2	$23K	Sell	251 -101	-29%	-$8.82K	0.01%	373
2014 Q1	$30K	Buy	352 +2	+0.6%	+$169	0.01%	325
2013 Q4	$30K	Sell	350 -52	-13%	-$4.23K	0.01%	313
2013 Q3	$31K	Sell	402 -88	-18%	-$6.77K	0.01%	287
2013 Q2	$36K	Buy	+490	New	+$36.1K	0.01%	268

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MYCIO Wealth Partners's VV Position: Q1 2026 in Review

MYCIO Wealth Partners held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q1 2026 at 777 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #44.

MYCIO Wealth Partners first reported a position in VV in Q2 2013 and has held it in 43 quarters since. The position peaked at $259K in Q4 2019. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

MYCIO Wealth Partners held 777 shares of Vanguard Morningstar Large-Cap ETF worth $232K as of Q1 2026.
MYCIO Wealth Partners left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Large-Cap ETF made up 0.05% of MYCIO Wealth Partners's portfolio in Q1 2026, its #44 holding.
MYCIO Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 43 quarters since.
MYCIO Wealth Partners's Vanguard Morningstar Large-Cap ETF position peaked at $259K in Q4 2019.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on MYCIO Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.