Advocacy Wealth Management Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Advocacy Wealth Management 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	–	Sell	-789	Closed	-$236K	–	159
2026 Q1	$236K	Hold	789	–	–	0.01%	138
2025 Q4	$248K	Sell	789 -309	-28%	-$96.5K	0.01%	139
2025 Q3	$338K	Sell	1,098 -4,167	-79%	-$1.23M	0.01%	137
2025 Q2	$1.5M	Sell	5,265 -5,189	-50%	-$1.37M	0.09%	49
2025 Q1	$2.69M	Sell	10,454 -64	-0.6%	-$17.3K	0.18%	45
2024 Q4	$2.84M	Hold	10,518	–	–	0.22%	38
2024 Q3	$2.77M	Sell	10,518 -65	-0.6%	-$16.5K	0.22%	30
2024 Q2	$2.64M	Sell	10,583 -1,112	-10%	-$267K	0.22%	32
2024 Q1	$2.8M	Buy	+11,695	New	+$2.68M	0.24%	34
2016 Q1	–	Sell	-4,855	Closed	-$454K	–	563
2015 Q4	$454K	Buy	+4,855	New	+$457K	0.51%	54
2013 Q3	$835K	Buy	10,779 +8,305	+336%	+$639K	2.28%	8
2013 Q2	$182K	Buy	+2,474	New	+$182K	0.73%	40

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

Advocacy Wealth Management Services's VV Position: Q2 2026 in Review

Advocacy Wealth Management Services sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 789 shares — an estimated $236K sold.

Advocacy Wealth Management Services first reported a position in VV in Q2 2013 and held it in 12 quarters. The position peaked at $2.84M in Q4 2024. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Advocacy Wealth Management Services reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
Advocacy Wealth Management Services sold 789 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $236K.
Advocacy Wealth Management Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and held it in 12 quarters.
Advocacy Wealth Management Services's Vanguard Morningstar Large-Cap ETF position peaked at $2.84M in Q4 2024.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.