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Avior Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Avior Wealth Management’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 		$6.12M Sell
17,791
-528
-3% -$176K 0.16% 122
2026
Q1 		$5.47M Sell
18,319
-1,747
-9% -$547K 0.16% 127
2025
Q4 		$6.32M Sell
20,066
-514
-2% -$161K 0.2% 97
2025
Q3 		$6.34M Sell
20,580
-1,185
-5% -$351K 0.2% 89
2025
Q2 		$6.21M Sell
21,765
-1,183
-5% -$312K 0.21% 84
2025
Q1 		$5.9M Buy
22,948
+89
+0.4% +$24.1K 0.22% 80
2024
Q4 		$6.17M Sell
22,859
-327
-1% -$88.6K 0.23% 79
2024
Q3 		$6.1M Sell
23,186
-999
-4% -$253K 0.24% 79
2024
Q2 		$6.04M Sell
24,185
-137
-0.6% -$32.9K 0.26% 69
2024
Q1 		$5.83M Sell
24,322
-1,487
-6% -$340K 0.27% 73
2023
Q4 		$5.63M Sell
25,809
-1,150
-4% -$235K 0.34% 64
2023
Q3 		$5.28M Sell
26,959
-1,671
-6% -$340K 0.36% 60
2023
Q2 		$5.8M Sell
28,630
-1,394
-5% -$267K 0.38% 58
2023
Q1 		$5.61M Sell
30,024
-1,418
-5% -$258K 0.38% 56
2022
Q4 		$5.48M Buy
31,442
+8,614
+38% +$1.51M 0.41% 52
2022
Q3 		$3.73M Buy
22,828
+258
+1% +$46.9K 0.31% 66
2022
Q2 		$3.89M Sell
22,570
-2,208
-9% -$414K 0.39% 54
2022
Q1 		$5.17M Buy
24,778
+1,851
+8% +$380K 0.45% 49
2021
Q4 		$5.07M Sell
22,927
-1,927
-8% -$413K 0.42% 55
2021
Q3 		$4.99M Sell
24,854
-771
-3% -$159K 0.41% 52
2021
Q2 		$5.14M Sell
25,625
-903
-3% -$176K 0.52% 40
2021
Q1 		$4.92M Sell
26,528
-125
-0.5% -$22.7K 0.53% 39
2020
Q4 		$4.68M Sell
26,653
-1,605
-6% -$267K 0.58% 38
2020
Q3 		$4.42M Buy
28,258
+712
+3% +$110K 0.63% 33
2020
Q2 		$3.94M Buy
27,546
+1,814
+7% +$245K 0.62% 37
2020
Q1 		$3.05M Buy
25,732
+2,264
+10% +$318K 0.6% 39
2019
Q4 		$3.47M Buy
23,468
+333
+1% +$47.1K 0.56% 42
2019
Q3 		$3.15M Buy
23,135
+142
+0.6% +$19.3K 0.55% 44
2019
Q2 		$3.1M Sell
22,993
-43
-0.2% -$5.69K 0.56% 47
2019
Q1 		$2.99M Buy
23,036
+182
+0.8% +$22.8K 0.63% 40
2018
Q4 		$2.63M Buy
22,854
+125
+0.5% +$15.5K 0.63% 39
2018
Q3 		$3.04M Sell
22,729
-129
-0.6% -$16.9K 0.65% 39
2018
Q2 		$2.85M Sell
22,858
-10
-0% -$1.24K 0.64% 37
2018
Q1 		$2.77M Sell
22,868
-471
-2% -$59.1K 0.64% 38
2017
Q4 		$2.86M Sell
23,339
-20
-0.1% -$2.39K 0.64% 39
2017
Q3 		$2.7M Sell
23,359
-466
-2% -$52.8K 0.89% 28
2017
Q2 		$2.65M Sell
23,825
-454
-2% -$49.9K 1.08% 22
2017
Q1 		$2.62M Sell
24,279
-136
-0.6% -$14.5K 0.88% 30
2016
Q4 		$2.5M Sell
24,415
-765
-3% -$76.6K 0.93% 28
2016
Q3 		$2.5M Sell
25,180
-513
-2% -$50.8K 0.98% 25
2016
Q2 		$2.46M Buy
25,693
+820
+3% +$77.8K 1.05% 26
2016
Q1 		$2.34M Buy
24,873
+1,645
+7% +$147K 1.03% 24
2015
Q4 		$2.17M Buy
23,228
+45
+0.2% +$4.24K 1.19% 19
2015
Q3 		$2.04M Buy
23,183
+586
+3% +$54.7K 1.2% 22
2015
Q2 		$2.14M Buy
22,597
+192
+0.9% +$18.6K 1.67% 20
2015
Q1 		$2.13M Buy
22,405
+35
+0.2% +$3.32K 1.65% 18
2014
Q4 		$2.11M Sell
22,370
-55
-0.2% -$5.08K 1.68% 18
2014
Q3 		$2.03M Buy
22,425
+1,042
+5% +$94.7K 1.73% 18
2014
Q2 		$1.93M Buy
21,383
+9,483
+80% +$828K 1.62% 18
2014
Q1 		$1.02M Buy
11,900
+4,676
+65% +$395K 0.86% 26
2013
Q4 		$613K Buy
+7,224
New +$587K 0.58% 37

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

Avior Wealth Management's VV Position: Q2 2026 in Review

Avior Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.9% in Q2 2026, selling an estimated $176K and leaving 17,791 shares worth $6.12M. The position accounts for 0.16% of the portfolio, ranked #122.

Avior Wealth Management first reported a position in VV in Q4 2013 and has held it in 51 quarters since. The position peaked at $6.34M in Q3 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Avior Wealth Management held 17,791 shares of Vanguard Morningstar Large-Cap ETF worth $6.12M as of Q2 2026.
  • Avior Wealth Management sold 528 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $176K.
  • Vanguard Morningstar Large-Cap ETF made up 0.16% of Avior Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Avior Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2013 and has held it in 51 quarters since.
  • Avior Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $6.34M in Q3 2025.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.