Ameritas Advisory Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Ameritas Advisory 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	$2.95M	Buy	8,580 +4,367	+104%	+$1.46M	0.06%	289
2026 Q1	$1.26M	Sell	4,213 -1,009	-19%	-$316K	0.05%	321
2025 Q4	$1.64M	Buy	5,222 +927	+22%	+$289K	0.06%	265
2025 Q3	$1.32M	Sell	4,295 -21,563	-83%	-$6.38M	0.09%	196
2025 Q2	$7.38M	Buy	25,858 +18,582	+255%	+$4.9M	0.38%	45
2025 Q1	$1.92M	Sell	7,276 -23,063	-76%	-$6.25M	0.08%	245
2024 Q4	$8.18M	Buy	30,339 +8,195	+37%	+$2.22M	0.28%	70
2024 Q3	$5.83M	Buy	22,144 +15,470	+232%	+$3.92M	0.25%	89
2024 Q2	$1.67M	Sell	6,674 -129	-2%	-$31K	0.06%	291
2024 Q1	$1.6M	Buy	6,803 +84	+1%	+$19.2K	0.07%	278
2023 Q4	$1.52M	Buy	6,719 +264	+4%	+$54K	0.08%	211
2023 Q3	$1.27M	Buy	6,455 +2,493	+63%	+$508K	0.06%	287
2023 Q2	$794K	Sell	3,962 -1,998	-34%	-$383K	0.1%	212
2023 Q1	$1.12M	Sell	5,960 -1,343	-18%	-$245K	0.06%	301
2022 Q4	$1.27M	Buy	7,303 +899	+14%	+$158K	0.06%	293
2022 Q3	$1.05M	Buy	6,404 +69	+1%	+$12.5K	0.06%	270
2022 Q2	$1.09M	Sell	6,335 -928	-13%	-$174K	0.06%	274
2022 Q1	$1.51M	Sell	7,263 -1,270	-15%	-$261K	0.06%	256
2021 Q4	$1.89M	Buy	+8,533	New	+$1.83M	0.07%	230

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

Ameritas Advisory Services's VV Position: Q2 2026 in Review

Ameritas Advisory Services increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 104% in Q2 2026, buying an estimated $1.46M and bringing the position to 8,580 shares worth $2.95M. The position accounts for 0.06% of the portfolio, ranked #289.

Ameritas Advisory Services first reported a position in VV in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.18M in Q4 2024. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Ameritas Advisory Services held 8,580 shares of Vanguard Morningstar Large-Cap ETF worth $2.95M as of Q2 2026.
Ameritas Advisory Services bought 4,367 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.46M.
Vanguard Morningstar Large-Cap ETF made up 0.06% of Ameritas Advisory Services's portfolio in Q2 2026, its #289 holding.
Ameritas Advisory Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's Vanguard Morningstar Large-Cap ETF position peaked at $8.18M in Q4 2024.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.