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Sherry Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Sherry Group’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 		$9.11M Buy
25,942
+104
+0.4% +$36.4K 8.55% 3
2026
Q2 		$8.8M Sell
25,838
-199
-0.8% -$66.4K 8.59% 3
2026
Q1 		$7.78M Sell
26,037
-3
-0% -$939 8.5% 3
2025
Q4 		$8.26M Buy
+26,040
New +$8.13M 8.65% 3

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

Sherry Group's VV Position: Q3 2026 in Review

Sherry Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.4% in Q3 2026, buying an estimated $36.4K and bringing the position to 25,942 shares worth $9.11M. The position accounts for 8.55% of the portfolio, ranked #3.

Sherry Group first reported a position in VV in Q4 2025 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Sherry Group held 25,942 shares of Vanguard Morningstar Large-Cap ETF worth $9.11M as of Q3 2026.
  • Sherry Group bought 104 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $36.4K.
  • Vanguard Morningstar Large-Cap ETF made up 8.55% of Sherry Group's portfolio in Q3 2026, its #3 holding.
  • Sherry Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 83 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.