Aptus Capital Advisors
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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
Q3 		$3.45M Buy
9,809
+508
+5% +$178K 0.02% 446
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% 883
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 $273B AUM 15.34% 1-Year Est. Return
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
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Aptus Capital Advisors's VV Position: Q3 2026 in Review

Aptus Capital Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.5% in Q3 2026, buying an estimated $178K and bringing the position to 9,809 shares worth $3.45M. The position accounts for 0.02% of the portfolio, ranked #446.

Aptus Capital Advisors first reported a position in VV in Q2 2020 and has held it in 26 quarters since. 1,253 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Aptus Capital Advisors held 9,809 shares of Vanguard Morningstar Large-Cap ETF worth $3.45M as of Q3 2026.
  • Aptus Capital Advisors bought 508 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $178K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q3 2026, its #446 holding.
  • Aptus Capital Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and has held it in 26 quarters since.
  • 1,253 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.