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YHB Investment Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

YHB Investment Advisors’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 		$3.12M Buy
8,873
+27
+0.3% +$9.45K 0.2% 106
2026
Q2 		$3.04M Sell
8,846
-125
-1% -$41.7K 0.19% 103
2026
Q1 		$2.68M Sell
8,971
-27
-0.3% -$8.45K 0.19% 105
2025
Q4 		$2.83M Sell
8,998
-58
-0.6% -$18.1K 0.2% 102
2025
Q3 		$2.79M Buy
9,056
+204
+2% +$60.4K 0.2% 100
2025
Q2 		$2.53M Buy
8,852
+62
+0.7% +$16.3K 0.2% 106
2025
Q1 		$2.26M Sell
8,790
-40
-0.5% -$10.8K 0.19% 113
2024
Q4 		$2.38M Sell
8,830
-20
-0.2% -$5.42K 0.2% 107
2024
Q3 		$2.33M Hold
8,850
– – 0.19% 105
2024
Q2 		$2.21M Buy
8,850
+110
+1% +$26.4K 0.19% 109
2024
Q1 		$2.1M Hold
8,740
– – 0.19% 113
2023
Q4 		$1.91M Sell
8,740
-670
-7% -$137K 0.18% 115
2023
Q3 		$1.84M Hold
9,410
– – 0.17% 117
2023
Q2 		$1.91M Buy
9,410
+295
+3% +$56.5K 0.18% 119
2023
Q1 		$1.7M Sell
9,115
-5
-0.1% -$910 0.17% 117
2022
Q4 		$1.59M Buy
9,120
+360
+4% +$63.2K 0.17% 116
2022
Q3 		$1.43M Buy
8,760
+955
+12% +$174K 0.16% 120
2022
Q2 		$1.34M Buy
7,805
+290
+4% +$54.4K 0.14% 128
2022
Q1 		$1.57M Buy
7,515
+320
+4% +$65.7K 0.14% 132
2021
Q4 		$1.59M Buy
7,195
+160
+2% +$34.3K 0.13% 148
2021
Q3 		$1.41M Buy
7,035
+85
+1% +$17.6K 0.12% 152
2021
Q2 		$1.4M Buy
6,950
+60
+0.9% +$11.7K 0.12% 153
2021
Q1 		$1.35M Sell
6,890
-110
-2% -$19.9K 0.12% 153
2020
Q4 		$1.23M Sell
7,000
-30
-0.4% -$4.98K 0.12% 150
2020
Q3 		$1.1M Buy
+7,030
New +$1.08M 0.12% 149

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 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

YHB Investment Advisors's VV Position: Q3 2026 in Review

YHB Investment Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.31% in Q3 2026, buying an estimated $9.45K and bringing the position to 8,873 shares worth $3.12M. The position accounts for 0.2% of the portfolio, ranked #106.

YHB Investment Advisors first reported a position in VV in Q3 2020 and has held it in 25 quarters since. 133 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • YHB Investment Advisors held 8,873 shares of Vanguard Morningstar Large-Cap ETF worth $3.12M as of Q3 2026.
  • YHB Investment Advisors bought 27 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $9.45K.
  • Vanguard Morningstar Large-Cap ETF made up 0.2% of YHB Investment Advisors's portfolio in Q3 2026, its #106 holding.
  • YHB Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2020 and has held it in 25 quarters since.
  • 133 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.