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Bell Investment Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Bell Investment 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
Q2 		$2.22M Buy
6,458
+2,561
+66% +$854K 0.33% 38
2026
Q1 		$1.16M Sell
3,897
-413
-10% -$129K 0.18% 57
2025
Q4 		$1.36M Sell
4,310
-226
-5% -$70.6K 0.21% 50
2025
Q3 		$1.4M Buy
4,536
+4
+0.1% +$1.18K 0.23% 49
2025
Q2 		$1.29M Buy
4,532
+974
+27% +$257K 0.22% 48
2025
Q1 		$914K Buy
3,558
+2
+0.1% +$542 0.17% 52
2024
Q4 		$959K Buy
3,556
+11
+0.3% +$2.98K 0.18% 50
2024
Q3 		$933K Buy
3,545
+7
+0.2% +$1.78K 0.17% 51
2024
Q2 		$883K Hold
3,538
– – 0.17% 53
2024
Q1 		$848K Buy
3,538
+6
+0.2% +$1.37K 0.17% 52
2023
Q4 		$771K Sell
3,532
-254
-7% -$51.9K 0.16% 51
2023
Q3 		$741K Buy
3,786
+3
+0.1% +$611 0.17% 49
2023
Q2 		$767K Sell
3,783
-11
-0.3% -$2.11K 0.17% 48
2023
Q1 		$709K Buy
3,794
+7
+0.2% +$1.27K 0.17% 47
2022
Q4 		$660K Buy
3,787
+108
+3% +$18.9K 0.16% 48
2022
Q3 		$602K Sell
3,679
-19
-0.5% -$3.45K 0.19% 43
2022
Q2 		$637K Buy
+3,698
New +$694K 0.2% 45
2021
Q4 		$772K Buy
3,492
+4
+0.1% +$858 0.21% 43
2021
Q3 		$701K Buy
+3,488
New +$721K 0.21% 44

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

Bell Investment Advisors's VV Position: Q2 2026 in Review

Bell Investment Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 66% in Q2 2026, buying an estimated $854K and bringing the position to 6,458 shares worth $2.22M. The position accounts for 0.33% of the portfolio, ranked #38.

Bell Investment Advisors first reported a position in VV in Q3 2021 and has held it in 19 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Bell Investment Advisors held 6,458 shares of Vanguard Morningstar Large-Cap ETF worth $2.22M as of Q2 2026.
  • Bell Investment Advisors bought 2,561 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $854K.
  • Vanguard Morningstar Large-Cap ETF made up 0.33% of Bell Investment Advisors's portfolio in Q2 2026, its #38 holding.
  • Bell Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 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 Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.