Advocate Group
VV icon

Advocate Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Advocate 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 		$27.5M Sell
78,117
-4,190
-5% -$1.47M 4.25% 2
2026
Q2 		$28.3M Sell
82,307
-8,582
-9% -$2.86M 4.26% 2
2026
Q1 		$27.2M Buy
90,889
+8,242
+10% +$2.58M 4.25% 2
2025
Q4 		$26M Sell
82,647
-1,384
-2% -$432K 4.21% 2
2025
Q3 		$25.9M Buy
84,031
+23,325
+38% +$6.91M 4.25% 3
2025
Q2 		$17.3M Buy
60,706
+1,941
+3% +$511K 3.1% 3
2025
Q1 		$15.1M Buy
58,765
+758
+1% +$205K 2.75% 5
2024
Q4 		$15.6M Buy
58,007
+3,138
+6% +$850K 2.95% 3
2024
Q3 		$14.4M Buy
54,869
+1,533
+3% +$389K 2.62% 5
2024
Q2 		$13.3M Buy
53,336
+2,610
+5% +$627K 2.68% 3
2024
Q1 		$12.2M Sell
50,726
-486
-0.9% -$111K 2.42% 5
2023
Q4 		$11.2M Sell
51,212
-844
-2% -$173K 2.4% 6
2023
Q3 		$10.2M Sell
52,056
-1,522
-3% -$310K 2.36% 5
2023
Q2 		$10.9M Sell
53,578
-1,126
-2% -$216K 2.39% 6
2023
Q1 		$10.2M Buy
54,704
+1,283
+2% +$234K 2.23% 6
2022
Q4 		$9.31M Buy
53,421
+322
+0.6% +$56.5K 2% 10
2022
Q3 		$8.68M Buy
53,099
+844
+2% +$153K 2.15% 9
2022
Q2 		$9.01M Buy
+52,255
New +$9.8M 2.1% 11

Other funds holding VV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
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
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Trust Point Inc
Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

Advocate Group's VV Position: Q3 2026 in Review

Advocate Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.1% in Q3 2026, selling an estimated $1.47M and leaving 78,117 shares worth $27.5M. The position accounts for 4.25% of the portfolio, ranked #2.

Advocate Group first reported a position in VV in Q2 2022 and has held it in 18 quarters since. The position peaked at $28.3M in Q2 2026. 667 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Advocate Group held 78,117 shares of Vanguard Morningstar Large-Cap ETF worth $27.5M as of Q3 2026.
  • Advocate Group sold 4,190 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $1.47M.
  • Vanguard Morningstar Large-Cap ETF made up 4.25% of Advocate Group's portfolio in Q3 2026, its #2 holding.
  • Advocate Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Vanguard Morningstar Large-Cap ETF position peaked at $28.3M in Q2 2026.
  • 667 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.