Arax Advisory Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Arax Advisory Partners’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	$6.88M	Buy	20,004 +11,057	+124%	+$3.69M	0.05%	395
2026 Q1	$2.67M	Buy	8,947 +4,643	+108%	+$1.45M	0.08%	214
2025 Q4	$1.35M	Buy	+4,304	New	+$1.34M	0.04%	316
2025 Q3	–	Sell	-546	Closed	-$1.53M	–	4317
2025 Q2	$1.53M	Sell	546 -64	-10%	-$16.9K	0.07%	180
2025 Q1	$157K	Sell	610 -145	-19%	-$39.3K	0.01%	597
2024 Q4	$204K	Sell	755 -244	-24%	-$66.1K	0.01%	478
2024 Q3	$263K	Sell	999 -33	-3%	-$8.37K	0.02%	300
2024 Q2	$258K	Buy	+1,032	New	+$248K	0.03%	291
2023 Q4	–	Sell	-89	Closed	-$17.4K	–	1438
2023 Q3	$17.4K	Hold	89	–	–	﹤0.01%	614
2023 Q2	$18K	Hold	89	–	–	﹤0.01%	602
2023 Q1	$16.6K	Hold	89	–	–	﹤0.01%	611
2022 Q4	$15.5K	Hold	89	–	–	﹤0.01%	593
2022 Q3	$15K	Hold	89	–	–	﹤0.01%	612
2022 Q2	$15K	Sell	89 -97	-52%	-$18.2K	﹤0.01%	598
2022 Q1	$39K	Buy	186 +97	+109%	+$19.9K	0.01%	489
2021 Q4	$20K	Hold	89	–	–	﹤0.01%	570
2021 Q3	$18K	Hold	89	–	–	﹤0.01%	569
2021 Q2	$18K	Buy	+89	New	+$17.4K	﹤0.01%	592
2020 Q4	$16K	Buy	+89	New	+$14.8K	﹤0.01%	524

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

Arax Advisory Partners's VV Position: Q2 2026 in Review

Arax Advisory Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 124% in Q2 2026, buying an estimated $3.69M and bringing the position to 20,004 shares worth $6.88M. The position accounts for 0.05% of the portfolio, ranked #395.

Arax Advisory Partners first reported a position in VV in Q4 2020 and has held it in 19 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Arax Advisory Partners held 20,004 shares of Vanguard Morningstar Large-Cap ETF worth $6.88M as of Q2 2026.
Arax Advisory Partners bought 11,057 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $3.69M.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Arax Advisory Partners's portfolio in Q2 2026, its #395 holding.
Arax Advisory Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 19 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.