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

Winthrop Advisory 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 Q2	$754K	Buy	2,194 +3	+0.1%	+$1K	0.05%	101
2026 Q1	$655K	Sell	2,191 -49	-2%	-$15.3K	0.05%	94
2025 Q4	$705K	Buy	2,240 +5	+0.2%	+$1.56K	0.06%	88
2025 Q3	$690K	Sell	2,235 -24	-1%	-$7.11K	0.06%	86
2025 Q2	$646K	Hold	2,259	–	–	0.06%	86
2025 Q1	$581K	Buy	2,259 +4	+0.2%	+$1.08K	0.07%	80
2024 Q4	$608K	Sell	2,255 -93	-4%	-$25.2K	0.07%	85
2024 Q3	$620K	Buy	2,348 +3	+0.1%	+$761	0.08%	77
2024 Q2	$585K	Hold	2,345	–	–	0.08%	72
2024 Q1	$562K	Buy	2,345 +949	+68%	+$217K	0.08%	72
2023 Q4	$305K	Buy	1,396 +200	+17%	+$40.9K	0.05%	103
2023 Q3	$234K	Buy	+1,196	New	+$244K	0.04%	112

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

Winthrop Advisory Group's VV Position: Q2 2026 in Review

Winthrop Advisory Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.14% in Q2 2026, buying an estimated $1K and bringing the position to 2,194 shares worth $754K. The position accounts for 0.05% of the portfolio, ranked #101.

Winthrop Advisory Group first reported a position in VV in Q3 2023 and has held it in 12 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Winthrop Advisory Group held 2,194 shares of Vanguard Morningstar Large-Cap ETF worth $754K as of Q2 2026.
Winthrop Advisory Group bought 3 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1K.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Winthrop Advisory Group's portfolio in Q2 2026, its #101 holding.
Winthrop Advisory Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and has held it in 12 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.