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Salem Investment Counselors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Salem Investment Counselors’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 		$262K Hold
761
– – 0.01% 370
2026
Q1 		$227K Hold
761
– – 0.01% 363
2025
Q4 		$240K Hold
761
– – 0.01% 356
2025
Q3 		$235K Hold
761
– – 0.01% 356
2025
Q2 		$218K Sell
761
-52
-6% -$13.7K 0.01% 358
2025
Q1 		$209K Sell
813
-30
-4% -$8.13K 0.01% 354
2024
Q4 		$227K Hold
843
– – 0.01% 347
2024
Q3 		$223K Sell
843
-58
-6% -$14.7K 0.01% 354
2024
Q2 		$226K Buy
901
+11
+1% +$2.64K 0.01% 346
2024
Q1 		$213K Sell
890
-82
-8% -$18.8K 0.01% 350
2023
Q4 		$212K Hold
972
– – 0.01% 340
2023
Q3 		$190K Sell
972
-71
-7% -$14.5K 0.01% 343
2023
Q2 		$211K Hold
1,043
– – 0.01% 323
2023
Q1 		$195K Hold
1,043
– – 0.01% 343
2022
Q4 		$182K Hold
1,043
– – 0.01% 343
2022
Q3 		$171K Hold
1,043
– – 0.01% 323
2022
Q2 		$180K Hold
1,043
– – 0.01% 338
2022
Q1 		$217K Buy
1,043
+307
+42% +$63.1K 0.01% 335
2021
Q4 		$163K Buy
736
+71
+11% +$15.2K 0.01% 393
2021
Q3 		$134K Sell
665
-60
-8% -$12.4K 0.01% 387
2021
Q2 		$146K Hold
725
– – 0.01% 365
2021
Q1 		$134K Hold
725
– – 0.01% 336
2020
Q4 		$127K Sell
725
-200
-22% -$33.2K 0.01% 327
2020
Q3 		$145K Hold
925
– – 0.01% 266
2020
Q2 		$132K Hold
925
– – 0.01% 269
2020
Q1 		$110K Sell
925
-90
-9% -$12.6K 0.01% 271
2019
Q4 		$150K Sell
1,015
-45
-4% -$6.37K 0.01% 264
2019
Q3 		$145K Hold
1,060
– – 0.01% 266
2019
Q2 		$143K Buy
+1,060
New +$140K 0.01% 270
2017
Q2 		– Sell
-64,440
Closed -$4.08M – 779
2017
Q1 		$4.08M Buy
64,440
+63,010
+4,406% +$6.72M 0.44% 63
2016
Q4 		$146K Hold
1,430
– – 0.02% 255
2016
Q3 		$1.42K Buy
+1,430
New +$142K 0.02% 236

Other funds holding VV

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Salem Investment Counselors's VV Position: Q2 2026 in Review

Salem Investment Counselors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 761 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #370.

Salem Investment Counselors first reported a position in VV in Q3 2016 and has held it in 32 quarters since. The position peaked at $4.08M in Q1 2017. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Salem Investment Counselors held 761 shares of Vanguard Morningstar Large-Cap ETF worth $262K as of Q2 2026.
  • Salem Investment Counselors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #370 holding.
  • Salem Investment Counselors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2016 and has held it in 32 quarters since.
  • Salem Investment Counselors's Vanguard Morningstar Large-Cap ETF position peaked at $4.08M in Q1 2017.
  • 695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.