Shayne & Jacobs LLC’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Shayne & Jacobs LLC’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	$249K	Hold	724	–	–	0.07%	95
2026 Q1	$216K	Sell	724 -150	-17%	-$46.9K	0.07%	92
2025 Q4	$275K	Hold	874	–	–	0.08%	85
2025 Q3	$269K	Hold	874	–	–	0.08%	84
2025 Q2	$249K	Sell	874 -160	-15%	-$42.2K	0.08%	87
2025 Q1	$266K	Hold	1,034	–	–	0.07%	89
2024 Q4	$279K	Hold	1,034	–	–	0.07%	84
2024 Q3	$272K	Hold	1,034	–	–	0.07%	87
2024 Q2	$258K	Hold	1,034	–	–	0.07%	88
2024 Q1	$248K	Hold	1,034	–	–	0.07%	89
2023 Q4	$226K	Hold	1,034	–	–	0.07%	91
2023 Q3	$202K	Hold	1,034	–	–	0.07%	91
2023 Q2	$210K	Buy	+1,034	New	+$198K	0.11%	35
2022 Q2	–	Sell	-1,034	Closed	-$216K	–	37
2022 Q1	$216K	Hold	1,034	–	–	0.11%	36
2021 Q4	$229K	Sell	1,034 -1,036	-50%	-$222K	0.12%	36
2021 Q3	$416K	Hold	2,070	–	–	0.24%	26
2021 Q2	$416K	Hold	2,070	–	–	0.23%	25
2021 Q1	$384K	Hold	2,070	–	–	0.23%	25
2020 Q4	$364K	Hold	2,070	–	–	0.24%	25
2020 Q3	$324K	Hold	2,070	–	–	0.24%	24
2020 Q2	$296K	Hold	2,070	–	–	0.25%	23
2020 Q1	$245K	Sell	2,070 -190	-8%	-$26.7K	0.2%	22
2019 Q4	$334K	Hold	2,260	–	–	0.2%	23
2019 Q3	$308K	Hold	2,260	–	–	0.2%	23
2019 Q2	$304K	Hold	2,260	–	–	0.2%	23
2019 Q1	$293K	Hold	2,260	–	–	0.2%	19
2018 Q4	$260K	Hold	2,260	–	–	0.19%	20
2018 Q3	$302K	Hold	2,260	–	–	0.2%	20
2018 Q2	$282K	Hold	2,260	–	–	0.2%	20
2018 Q1	$274K	Hold	2,260	–	–	0.19%	20
2017 Q4	$277K	Hold	2,260	–	–	0.19%	21
2017 Q3	$261K	Hold	2,260	–	–	0.2%	22
2017 Q2	$251K	Hold	2,260	–	–	0.2%	20
2017 Q1	$244K	Hold	2,260	–	–	0.19%	19
2016 Q4	$231K	Hold	2,260	–	–	0.18%	20
2016 Q3	$224K	Hold	2,260	–	–	0.19%	19
2016 Q2	$217K	Hold	2,260	–	–	0.18%	21
2016 Q1	$212K	Hold	2,260	–	–	0.18%	19
2015 Q4	$211K	Buy	+2,260	New	+$213K	0.2%	18
2015 Q3	–	Sell	-2,260	Closed	-$214K	–	21
2015 Q2	$214K	Hold	2,260	–	–	0.18%	19
2015 Q1	$215K	Hold	2,260	–	–	0.17%	22
2014 Q4	$213K	Hold	2,260	–	–	0.16%	23
2014 Q3	$204K	Buy	+2,260	New	+$205K	0.16%	20

Other funds holding VV

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

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

Shayne & Jacobs LLC's VV Position: Q2 2026 in Review

Shayne & Jacobs LLC held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 724 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #95.

Shayne & Jacobs LLC first reported a position in VV in Q3 2014 and has held it in 43 quarters since. The position peaked at $416K in Q3 2021. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Shayne & Jacobs LLC held 724 shares of Vanguard Morningstar Large-Cap ETF worth $249K as of Q2 2026.
Shayne & Jacobs LLC left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.07% of Shayne & Jacobs LLC's portfolio in Q2 2026, its #95 holding.
Shayne & Jacobs LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2014 and has held it in 43 quarters since.
Shayne & Jacobs LLC's Vanguard Morningstar Large-Cap ETF position peaked at $416K in Q3 2021.
695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q2 2026, filed 7 Jul 2026.