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

ACT 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
Q2 		$249K Buy
724
+2
+0.3% +$667 0.08% 65
2026
Q1 		$216K Buy
722
+2
+0.3% +$626 0.09% 65
2025
Q4 		$227K Buy
720
+4
+0.6% +$1.25K 0.09% 56
2025
Q3 		$221K Sell
716
-466
-39% -$138K 0.09% 56
2025
Q2 		$337K Hold
1,182
– – 0.16% 42
2025
Q1 		$304K Buy
1,182
+2
+0.2% +$542 0.16% 42
2024
Q4 		$318K Sell
1,180
-379
-24% -$103K 0.17% 39
2024
Q3 		$411K Sell
1,559
-35
-2% -$8.88K 0.19% 32
2024
Q2 		$398K Hold
1,594
– – 0.21% 29
2024
Q1 		$382K Buy
1,594
+3
+0.2% +$686 0.21% 30
2023
Q4 		$347K Buy
1,591
+2
+0.1% +$409 0.2% 27
2023
Q3 		$311K Sell
1,589
-1,059
-40% -$216K 0.19% 27
2023
Q2 		$537K Buy
2,648
+50
+2% +$9.58K 0.35% 18
2023
Q1 		$485K Buy
2,598
+8
+0.3% +$1.46K 0.31% 21
2022
Q4 		$451K Sell
2,590
-521
-17% -$91.4K 0.29% 22
2022
Q3 		$509K Buy
3,111
+967
+45% +$176K 0.35% 17
2022
Q2 		$369K Sell
2,144
-25
-1% -$4.69K 0.27% 20
2022
Q1 		$452K Buy
+2,169
New +$446K 0.29% 21

Other funds holding VV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

ACT Advisors's VV Position: Q2 2026 in Review

ACT Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.28% in Q2 2026, buying an estimated $667 and bringing the position to 724 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #65.

ACT Advisors first reported a position in VV in Q1 2022 and has held it in 18 quarters since. The position peaked at $537K in Q2 2023. 709 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • ACT Advisors held 724 shares of Vanguard Morningstar Large-Cap ETF worth $249K as of Q2 2026.
  • ACT Advisors bought 2 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $667.
  • Vanguard Morningstar Large-Cap ETF made up 0.08% of ACT Advisors's portfolio in Q2 2026, its #65 holding.
  • ACT Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • ACT Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $537K in Q2 2023.
  • 709 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on ACT Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.