Winthrop Advisory Group
VV icon

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
Q3 		$737K Sell
2,094
-100
-5% -$35K 0.05% 102
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

National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
Garde Capital
Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Trust Point Inc
Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Hurlow Wealth Management Group
Hurlow Wealth Management Group Bloomington, Indiana $480M AUM 12.37% 1-Year Est. Return
Financial Planning Navigators
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Winthrop Advisory Group's VV Position: Q3 2026 in Review

Winthrop Advisory Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.6% in Q3 2026, selling an estimated $35K and leaving 2,094 shares worth $737K. The position accounts for 0.05% of the portfolio, ranked #102.

Winthrop Advisory Group first reported a position in VV in Q3 2023 and has held it in 13 quarters since. The position peaked at $754K in Q2 2026. 627 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Winthrop Advisory Group held 2,094 shares of Vanguard Morningstar Large-Cap ETF worth $737K as of Q3 2026.
  • Winthrop Advisory Group sold 100 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $35K.
  • Vanguard Morningstar Large-Cap ETF made up 0.05% of Winthrop Advisory Group's portfolio in Q3 2026, its #102 holding.
  • Winthrop Advisory Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and has held it in 13 quarters since.
  • Winthrop Advisory Group's Vanguard Morningstar Large-Cap ETF position peaked at $754K in Q2 2026.
  • 627 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.