BFA
VV icon

Bluestem Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Bluestem Financial 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 		$2.61M Sell
7,590
-688
-8% -$230K 0.91% 19
2026
Q1 		$2.47M Buy
8,278
+6
+0.1% +$1.88K 0.96% 18
2025
Q4 		$2.6M Sell
8,272
-41
-0.5% -$12.8K 1.01% 18
2025
Q3 		$2.56M Sell
8,313
-59
-0.7% -$17.5K 1% 18
2025
Q2 		$2.39M Hold
8,372
– – 1.02% 19
2025
Q1 		$2.15M Sell
8,372
-136
-2% -$36.8K 1.01% 17
2024
Q4 		$2.29M Sell
8,508
-64
-0.7% -$17.3K 1.08% 17
2024
Q3 		$2.26M Sell
8,572
-42
-0.5% -$10.7K 1.05% 17
2024
Q2 		$2.15M Sell
8,614
-1,038
-11% -$249K 1.09% 17
2024
Q1 		$2.31M Buy
9,652
+28
+0.3% +$6.41K 1.2% 17
2023
Q4 		$2.1M Sell
9,624
-12
-0.1% -$2.45K 1.22% 16
2023
Q3 		$1.89M Buy
9,636
+29
+0.3% +$5.91K 1.15% 16
2023
Q2 		$1.95M Sell
9,607
-979
-9% -$188K 1.18% 16
2023
Q1 		$1.98M Buy
10,586
+11
+0.1% +$2K 1.22% 16
2022
Q4 		$1.84M Sell
10,575
-283
-3% -$49.7K 1.21% 16
2022
Q3 		$1.78M Sell
10,858
-72
-0.7% -$13.1K 1.26% 15
2022
Q2 		$1.88M Buy
10,930
+151
+1% +$28.3K 1.31% 13
2022
Q1 		$2.25M Buy
10,779
+73
+0.7% +$15K 1.41% 12
2021
Q4 		$2.37M Sell
10,706
-244
-2% -$52.3K 1.47% 9
2021
Q3 		$2.2M Buy
10,950
+10
+0.1% +$2.07K 1.44% 9
2021
Q2 		$2.2M Sell
10,940
-681
-6% -$133K 1.48% 9
2021
Q1 		$2.15M Buy
11,621
+12
+0.1% +$2.17K 1.53% 9
2020
Q4 		$2.04M Sell
11,609
-334
-3% -$55.5K 1.49% 9
2020
Q3 		$1.87M Sell
11,943
-703
-6% -$108K 1.57% 9
2020
Q2 		$1.81M Sell
12,646
-88
-0.7% -$11.9K 1.65% 9
2020
Q1 		$1.51M Sell
12,734
-210
-2% -$29.5K 1.62% 7
2019
Q4 		$1.91M Buy
+12,944
New +$1.83M 1.74% 7

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

Bluestem Financial Advisors's VV Position: Q2 2026 in Review

Bluestem Financial Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 8.3% in Q2 2026, selling an estimated $230K and leaving 7,590 shares worth $2.61M. The position accounts for 0.91% of the portfolio, ranked #19.

Bluestem Financial Advisors first reported a position in VV in Q4 2019 and has held it in 27 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Bluestem Financial Advisors held 7,590 shares of Vanguard Morningstar Large-Cap ETF worth $2.61M as of Q2 2026.
  • Bluestem Financial Advisors sold 688 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $230K.
  • Vanguard Morningstar Large-Cap ETF made up 0.91% of Bluestem Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Bluestem Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Bluestem Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.