Acorn Financial Advisory Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Acorn Financial Advisory Services’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	$1.19M	Sell	3,447 -69	-2%	-$23K	0.16%	72
2026 Q1	$1.05M	Buy	3,516 +3	+0.1%	+$939	0.14%	71
2025 Q4	$1.11M	Sell	3,513 -35	-1%	-$10.9K	0.16%	65
2025 Q3	$1.09M	Sell	3,548 -6	-0.2%	-$1.78K	0.17%	65
2025 Q2	$1.01M	Sell	3,554 -116	-3%	-$30.6K	0.17%	67
2025 Q1	$943K	Sell	3,670 -392	-10%	-$106K	0.17%	70
2024 Q4	$1.1M	Sell	4,062 -363	-8%	-$98.4K	0.18%	64
2024 Q3	$1.17M	Sell	4,425 -13	-0.3%	-$3.3K	0.21%	54
2024 Q2	$1.11M	Sell	4,438 -22	-0.5%	-$5.29K	0.21%	58
2024 Q1	$1.07M	Sell	4,460 -278	-6%	-$63.6K	0.2%	67
2023 Q4	$1.03M	Sell	4,738 -544	-10%	-$111K	0.18%	87
2023 Q3	$1.03M	Buy	5,282 +4	+0.1%	+$815	0.18%	84
2023 Q2	$1.07M	Buy	5,278 +3	+0.1%	+$575	0.19%	77
2023 Q1	$985K	Buy	5,275 +190	+4%	+$34.6K	0.19%	78
2022 Q4	$886K	Buy	5,085 +326	+7%	+$57.2K	0.19%	80
2022 Q3	$778K	Buy	+4,759	New	+$865K	0.19%	84

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

Acorn Financial Advisory Services's VV Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2% in Q2 2026, selling an estimated $23K and leaving 3,447 shares worth $1.19M. The position accounts for 0.16% of the portfolio, ranked #72.

Acorn Financial Advisory Services first reported a position in VV in Q3 2022 and has held it in 16 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Acorn Financial Advisory Services held 3,447 shares of Vanguard Morningstar Large-Cap ETF worth $1.19M as of Q2 2026.
Acorn Financial Advisory Services sold 69 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $23K.
Vanguard Morningstar Large-Cap ETF made up 0.16% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #72 holding.
Acorn Financial Advisory Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2022 and has held it in 16 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.