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

AmeriFlex 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	$107K	Hold	311	–	–	0.04%	321
2026 Q1	$92.9K	Hold	311	–	–	0.05%	295
2025 Q4	$97.9K	Sell	311 -311	-50%	-$97.1K	0.05%	279
2025 Q3	$191K	Buy	622 +315	+103%	+$93.3K	0.07%	222
2025 Q2	$87K	Sell	307 -26	-8%	-$6.85K	0.05%	281
2025 Q1	$85.6K	Sell	333 -38	-10%	-$10.3K	0.04%	367
2024 Q4	$103K	Buy	+371	New	+$101K	0.05%	294

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

AmeriFlex Group's VV Position: Q2 2026 in Review

AmeriFlex Group held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 311 shares worth $107K. The position accounts for 0.04% of the portfolio, ranked #321.

AmeriFlex Group first reported a position in VV in Q4 2024 and has held it in 7 quarters since. The position peaked at $191K in Q3 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

AmeriFlex Group held 311 shares of Vanguard Morningstar Large-Cap ETF worth $107K as of Q2 2026.
AmeriFlex Group left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.04% of AmeriFlex Group's portfolio in Q2 2026, its #321 holding.
AmeriFlex Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's Vanguard Morningstar Large-Cap ETF position peaked at $191K in Q3 2025.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.