STALEY CAPITAL ADVISERS’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

STALEY CAPITAL ADVISERS’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	$2.21M	Sell	6,426 -30	-0.5%	-$10K	0.09%	78
2026 Q1	$1.93M	Sell	6,456 -90	-1%	-$28.2K	0.08%	82
2025 Q4	$2.06M	Buy	6,546 +95	+1%	+$29.7K	0.09%	82
2025 Q3	$1.99M	Sell	6,451 -55	-0.8%	-$16.3K	0.08%	83
2025 Q2	$1.86M	Sell	6,506 -50	-0.8%	-$13.2K	0.08%	88
2025 Q1	$1.69M	Buy	6,556 +107	+2%	+$29K	0.08%	87
2024 Q4	$1.74M	Sell	6,449 -43	-0.7%	-$11.7K	0.08%	84
2024 Q3	$1.71M	Sell	6,492 -133	-2%	-$33.7K	0.08%	87
2024 Q2	$1.65M	Buy	6,625 +64	+1%	+$15.4K	0.08%	84
2024 Q1	$1.57M	Sell	6,561 -75	-1%	-$17.2K	0.07%	85
2023 Q4	$1.45M	Buy	6,636 +533	+9%	+$109K	0.07%	86
2023 Q3	$1.19M	Buy	6,103 +323	+6%	+$65.8K	0.07%	92
2023 Q2	$1.17M	Hold	5,780	–	–	0.06%	96
2023 Q1	$1.08M	Hold	5,780	–	–	0.06%	99
2022 Q4	$1.01M	Sell	5,780 -590	-9%	-$104K	0.06%	98
2022 Q3	$1.04M	Buy	6,370 +30	+0.5%	+$5.45K	0.07%	94
2022 Q2	$1.09M	Buy	6,340 +220	+4%	+$41.3K	0.06%	92
2022 Q1	$1.28M	Buy	6,120 +40	+0.7%	+$8.22K	0.06%	92
2021 Q4	$1.34M	Sell	6,080 -175	-3%	-$37.5K	0.06%	92
2021 Q3	$1.26M	Buy	6,255 +810	+15%	+$167K	0.07%	90
2021 Q2	$1.09M	Sell	5,445 -710	-12%	-$139K	0.06%	95
2021 Q1	$1.14M	Buy	6,155 +200	+3%	+$36.2K	0.06%	96
2020 Q4	$1.05M	Hold	5,955	–	–	0.06%	91
2020 Q3	$932K	Sell	5,955 -80	-1%	-$12.3K	0.06%	92
2020 Q2	$863K	Sell	6,035 -55	-0.9%	-$7.44K	0.06%	91
2020 Q1	$721K	Sell	6,090 -270	-4%	-$37.9K	0.06%	94
2019 Q4	$940K	Sell	6,360 -100	-2%	-$14.1K	0.06%	102
2019 Q3	$881K	Sell	6,460 -565	-8%	-$76.7K	0.07%	96
2019 Q2	$946K	Sell	7,025 -868	-11%	-$115K	0.07%	93
2019 Q1	$1.02M	Sell	7,893 -152	-2%	-$19K	0.08%	85
2018 Q4	$924K	Buy	8,045 +365	+5%	+$45.2K	0.07%	87
2018 Q3	$1.02M	Sell	7,680 -340	-4%	-$44.5K	0.07%	87
2018 Q2	$1M	Buy	8,020 +5,615	+233%	+$698K	0.08%	81
2018 Q1	$292K	Buy	+2,405	New	+$302K	0.02%	125

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

STALEY CAPITAL ADVISERS's VV Position: Q2 2026 in Review

STALEY CAPITAL ADVISERS reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.46% in Q2 2026, selling an estimated $10K and leaving 6,426 shares worth $2.21M. The position accounts for 0.09% of the portfolio, ranked #78.

STALEY CAPITAL ADVISERS first reported a position in VV in Q1 2018 and has held it in 34 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

STALEY CAPITAL ADVISERS held 6,426 shares of Vanguard Morningstar Large-Cap ETF worth $2.21M as of Q2 2026.
STALEY CAPITAL ADVISERS sold 30 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $10K.
Vanguard Morningstar Large-Cap ETF made up 0.09% of STALEY CAPITAL ADVISERS's portfolio in Q2 2026, its #78 holding.
STALEY CAPITAL ADVISERS first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2018 and has held it in 34 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2026, filed 11 Aug 2026.