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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
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

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

NorthCrest Asset Manangement's VV Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 1,113 shares worth $386K. The stake represents 0.01% of the portfolio and ranks #638 among its holdings. This is a return to the name: NorthCrest Asset Manangement previously reported a position in VV as recently as Q3 2025.

NorthCrest Asset Manangement first reported a position in VV in Q3 2025 and has held it in 2 quarters since. The position peaked at $9.68M in Q3 2025. 944 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • NorthCrest Asset Manangement held 1,113 shares of Vanguard Morningstar Large-Cap ETF worth $386K as of Q2 2026.
  • Vanguard Morningstar Large-Cap ETF was a new NorthCrest Asset Manangement position in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #638 holding.
  • NorthCrest Asset Manangement first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • NorthCrest Asset Manangement's Vanguard Morningstar Large-Cap ETF position peaked at $9.68M in Q3 2025.
  • 944 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.