Ted Buchan & Co
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Ted Buchan & Co’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Ted Buchan & Co’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 		$1.48M Sell
4,203
-146
-3% -$51.1K 0.49% 43
2026
Q2 		$1.5M Sell
4,349
-13
-0.3% -$4.34K 0.49% 43
2026
Q1 		$1.3M Sell
4,362
-24
-0.5% -$7.51K 0.47% 45
2025
Q4 		$1.38M Buy
4,386
+897
+26% +$280K 0.51% 43
2025
Q3 		$1.07M Sell
3,489
-997
-22% -$295K 0.42% 53
2025
Q2 		$1.28M Buy
4,486
+13
+0.3% +$3.42K 0.51% 44
2025
Q1 		$1.15M Sell
4,473
-40
-0.9% -$10.8K 0.54% 38
2024
Q4 		$1.22M Buy
4,513
+1
+0% +$271 0.57% 38
2024
Q3 		$1.19M Buy
4,512
+59
+1% +$15K 0.56% 33
2024
Q2 		$1.11M Sell
4,453
-332
-7% -$79.7K 0.6% 36
2024
Q1 		$1.15M Sell
4,785
-67
-1% -$15.3K 0.7% 33
2023
Q4 		$1.06M Sell
4,852
-20
-0.4% -$4.09K 0.77% 31
2023
Q3 		$953K Buy
4,872
+60
+1% +$12.2K 0.77% 25
2023
Q2 		$976K Sell
4,812
-97
-2% -$18.6K 0.75% 30
2023
Q1 		$917K Sell
4,909
-31
-0.6% -$5.64K 0.77% 26
2022
Q4 		$861K Buy
+4,940
New +$867K 0.8% 30

Other funds holding VV

Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Financial Planning Navigators
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
Addis & Hill
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ted Buchan & Co's VV Position: Q3 2026 in Review

Ted Buchan & Co reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.4% in Q3 2026, selling an estimated $51.1K and leaving 4,203 shares worth $1.48M. The position accounts for 0.49% of the portfolio, ranked #43.

Ted Buchan & Co first reported a position in VV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.5M in Q2 2026. 474 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Ted Buchan & Co held 4,203 shares of Vanguard Morningstar Large-Cap ETF worth $1.48M as of Q3 2026.
  • Ted Buchan & Co sold 146 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $51.1K.
  • Vanguard Morningstar Large-Cap ETF made up 0.49% of Ted Buchan & Co's portfolio in Q3 2026, its #43 holding.
  • Ted Buchan & Co first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Ted Buchan & Co's Vanguard Morningstar Large-Cap ETF position peaked at $1.5M in Q2 2026.
  • 474 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Ted Buchan & Co's 13F filing for Q3 2026, filed 23 Oct 2026.