Aviance Capital Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Aviance Capital 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	$270K	Hold	786	–	–	0.03%	337
2026 Q1	$235K	Sell	786 -28	-3%	-$8.76K	0.03%	339
2025 Q4	$256K	Hold	814	–	–	0.03%	326
2025 Q3	$251K	Hold	814	–	–	0.03%	324
2025 Q2	$232K	Hold	814	–	–	0.03%	313
2025 Q1	$209K	Hold	814	–	–	0.03%	320
2024 Q4	$220K	Hold	814	–	–	0.03%	296
2024 Q3	$214K	Hold	814	–	–	0.03%	317
2024 Q2	$203K	Buy	+814	New	+$196K	0.03%	305

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

Aviance Capital Partners's VV Position: Q2 2026 in Review

Aviance Capital Partners held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 786 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #337.

Aviance Capital Partners first reported a position in VV in Q2 2024 and has held it in 9 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Aviance Capital Partners held 786 shares of Vanguard Morningstar Large-Cap ETF worth $270K as of Q2 2026.
Aviance Capital Partners left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Aviance Capital Partners's portfolio in Q2 2026, its #337 holding.
Aviance Capital Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.