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Aptus Capital Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Aptus Capital Advisors’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 		$3.2M Sell
9,301
-599
-6% -$200K 0.02% 435
2026
Q1 		$2.96M Buy
9,900
+1,062
+12% +$332K 0.02% 413
2025
Q4 		$2.78M Sell
8,838
-538
-6% -$168K 0.02% 400
2025
Q3 		$2.89M Buy
9,376
+829
+10% +$245K 0.02% 380
2025
Q2 		$2.44M Sell
8,547
-6
-0.1% -$1.58K 0.02% 388
2025
Q1 		$2.2M Sell
8,553
-277
-3% -$75K 0.02% 380
2024
Q4 		$2.38M Buy
8,830
+8,521
+2,758% +$2.31M 0.02% 369
2024
Q3 		$81.4K Buy
309
+101
+49% +$25.6K ﹤0.01% 881
2024
Q2 		$51.9K Sell
208
-98
-32% -$23.5K ﹤0.01% 891
2024
Q1 		$73.4K Buy
306
+208
+212% +$47.6K ﹤0.01% 856
2023
Q4 		$21.4K Sell
98
-163
-62% -$33.3K ﹤0.01% 739
2023
Q3 		$51.1K Sell
261
-18
-6% -$3.67K ﹤0.01% 691
2023
Q2 		$56.6K Sell
279
-7,815
-97% -$1.5M ﹤0.01% 576
2023
Q1 		$1.51M Buy
8,094
+4,367
+117% +$795K 0.04% 234
2022
Q4 		$649K Buy
3,727
+3,539
+1,882% +$621K 0.02% 320
2022
Q3 		$31K Hold
188
– – ﹤0.01% 588
2022
Q2 		$32K Buy
188
+60
+47% +$11.3K ﹤0.01% 507
2022
Q1 		$27K Buy
128
+50
+64% +$10.3K ﹤0.01% 547
2021
Q4 		$17K Hold
78
– – ﹤0.01% 476
2021
Q3 		$16K Hold
78
– – ﹤0.01% 453
2021
Q2 		$16K Hold
78
– – ﹤0.01% 476
2021
Q1 		$14K Hold
78
– – ﹤0.01% 444
2020
Q4 		$13K Hold
78
– – ﹤0.01% 408
2020
Q3 		$12K Hold
78
– – ﹤0.01% 407
2020
Q2 		$11K Buy
+78
New +$10.5K ﹤0.01% 369

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Aptus Capital Advisors's VV Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.1% in Q2 2026, selling an estimated $200K and leaving 9,301 shares worth $3.2M. The position accounts for 0.02% of the portfolio, ranked #435.

Aptus Capital Advisors first reported a position in VV in Q2 2020 and has held it in 25 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Aptus Capital Advisors held 9,301 shares of Vanguard Morningstar Large-Cap ETF worth $3.2M as of Q2 2026.
  • Aptus Capital Advisors sold 599 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $200K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #435 holding.
  • Aptus Capital Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.