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NorthCrest Asset Manangement’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

NorthCrest Asset Manangement’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
Q3 		$277K Sell
776
-337
-30% -$118K 0.01% 846
2026
Q2 		$386K Buy
+1,113
New +$371K 0.01% 638
2025
Q4 		– Sell
-31,290
Closed -$9.68M – 855
2025
Q3 		$9.68M Buy
+31,290
New +$9.26M 0.23% 102

Other funds holding VV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

NorthCrest Asset Manangement's VV Position: Q3 2026 in Review

NorthCrest Asset Manangement reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 30% in Q3 2026, selling an estimated $118K and leaving 776 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #846.

NorthCrest Asset Manangement first reported a position in VV in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.68M in Q3 2025. 88 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • NorthCrest Asset Manangement held 776 shares of Vanguard Morningstar Large-Cap ETF worth $277K as of Q3 2026.
  • NorthCrest Asset Manangement sold 337 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $118K.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #846 holding.
  • NorthCrest Asset Manangement first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • NorthCrest Asset Manangement's Vanguard Morningstar Large-Cap ETF position peaked at $9.68M in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.