AAS
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Avantax Advisory Services’s Vanguard Large-Cap ETF VV Stock Holding History

Avantax 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
2025
Q2 		$6.35M Buy
22,260
+11,031
+98% +$2.91M 0.03% 374
2025
Q1 		$2.89M Buy
11,229
+233
+2% +$63.1K 0.02% 593
2024
Q4 		$2.97M Buy
10,996
+237
+2% +$64.2K 0.02% 562
2024
Q3 		$2.83M Sell
10,759
-717
-6% -$182K 0.02% 559
2024
Q2 		$2.86M Buy
11,476
+2,214
+24% +$532K 0.02% 543
2024
Q1 		$2.22M Buy
9,262
+1,186
+15% +$271K 0.02% 515
2023
Q4 		$1.76M Buy
8,076
+233
+3% +$47.6K 0.02% 540
2023
Q3 		$1.53M Buy
7,843
+184
+2% +$37.5K 0.02% 545
2023
Q2 		$1.55M Sell
7,659
-29
-0.4% -$5.56K 0.02% 539
2023
Q1 		$1.44M Buy
7,688
+625
+9% +$114K 0.02% 543
2022
Q4 		$1.23M Sell
7,063
-1,180
-14% -$207K 0.02% 559
2022
Q3 		$1.35M Buy
8,243
+22
+0.3% +$4K 0.02% 476
2022
Q2 		$1.42M Buy
8,221
+1,948
+31% +$366K 0.02% 458
2022
Q1 		$1.31M Buy
6,273
+623
+11% +$128K 0.02% 473
2021
Q4 		$1.25M Buy
5,650
+222
+4% +$47.6K 0.02% 464
2021
Q3 		$1.09M Buy
5,428
+83
+2% +$17.2K 0.02% 464
2021
Q2 		$1.07M Buy
5,345
+354
+7% +$69.1K 0.02% 458
2021
Q1 		$925K Buy
4,991
+574
+13% +$104K 0.02% 445
2020
Q4 		$776K Sell
4,417
-29,272
-87% -$4.86M 0.02% 430
2020
Q3 		$5.27M Buy
33,689
+29,615
+727% +$4.57M 0.08% 203
2020
Q2 		$581K Buy
4,074
+105
+3% +$14.2K 0.02% 447
2020
Q1 		$471K Sell
3,969
-508
-11% -$71.4K 0.01% 448
2019
Q4 		$664K Buy
+4,477
New +$633K 0.02% 411

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avantax Advisory Services's VV Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard Large-Cap ETF (VV) stake by 98% in Q2 2025, buying an estimated $2.91M and bringing the position to 22,260 shares worth $6.35M. The position accounts for 0.03% of the portfolio, ranked #374.

Avantax Advisory Services first reported a position in VV in Q4 2019 and has held it in 23 quarters since. 1,226 funds tracked by Wall St. Rank hold VV as of Q2 2025.

  • Avantax Advisory Services held 22,260 shares of Vanguard Large-Cap ETF worth $6.35M as of Q2 2025.
  • Avantax Advisory Services bought 11,031 Vanguard Large-Cap ETF shares in Q2 2025, an estimated $2.91M.
  • Vanguard Large-Cap ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #374 holding.
  • Avantax Advisory Services first reported a position in Vanguard Large-Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.