Shayne & Jacobs LLC’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $338K | Buy |
960
+236
| +33% | +$82.6K | 0.1% | 83 |
|
|
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
Shayne & Jacobs LLC's VV Position: Q3 2026 in Review
Shayne & Jacobs LLC increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 33% in Q3 2026, buying an estimated $82.6K and bringing the position to 960 shares worth $338K. The position accounts for 0.1% of the portfolio, ranked #83.
Shayne & Jacobs LLC first reported a position in VV in Q3 2014 and has held it in 44 quarters since. The position peaked at $416K in Q3 2021. 655 funds tracked by Wall St. Rank hold VV as of Q3 2026.
- Shayne & Jacobs LLC held 960 shares of Vanguard Morningstar Large-Cap ETF worth $338K as of Q3 2026.
- Shayne & Jacobs LLC bought 236 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $82.6K.
- Vanguard Morningstar Large-Cap ETF made up 0.1% of Shayne & Jacobs LLC's portfolio in Q3 2026, its #83 holding.
- Shayne & Jacobs LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2014 and has held it in 44 quarters since.
- Shayne & Jacobs LLC's Vanguard Morningstar Large-Cap ETF position peaked at $416K in Q3 2021.
- 655 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.
Based on Shayne & Jacobs LLC's 13F filing for Q3 2026, filed 21 Oct 2026.