AG
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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
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 		$8.69M Buy
53,099
+844
+2% +$153K 2.15% 9
2022
Q2 		$9.01M Buy
+52,255
New +$9.81M 2.1% 11

Other funds holding VV

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advocate Group's VV Position: Q2 2026 in Review

Advocate Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 9.4% in Q2 2026, selling an estimated $2.86M and leaving 82,307 shares worth $28.3M. The position accounts for 4.26% of the portfolio, ranked #2.

Advocate Group first reported a position in VV in Q2 2022 and has held it in 17 quarters since. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Advocate Group held 82,307 shares of Vanguard Morningstar Large-Cap ETF worth $28.3M as of Q2 2026.
  • Advocate Group sold 8,582 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2.86M.
  • Vanguard Morningstar Large-Cap ETF made up 4.26% of Advocate Group's portfolio in Q2 2026, its #2 holding.
  • Advocate Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.