CF
VV icon

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

Centaurus Financial’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 		$386K Buy
1,122
+24
+2% +$8.01K 0.01% 654
2026
Q1 		$328K Buy
1,098
+5
+0.5% +$1.56K 0.02% 648
2025
Q4 		$344K Hold
1,093
– – 0.02% 632
2025
Q3 		$337K Hold
1,093
– – 0.02% 638
2025
Q2 		$312K Buy
1,093
+68
+7% +$17.9K 0.02% 606
2025
Q1 		$263K Buy
1,025
+100
+11% +$27.1K 0.02% 611
2024
Q4 		$249K Buy
925
+50
+6% +$13.5K 0.02% 609
2024
Q3 		$230K Sell
875
-60
-6% -$15.2K 0.01% 608
2024
Q2 		$233K Buy
935
+5
+0.5% +$1.2K 0.02% 562
2024
Q1 		$223K Hold
930
– – 0.02% 589
2023
Q4 		$203K Sell
930
-265
-22% -$54.2K 0.02% 592
2023
Q3 		$234K Buy
1,195
+212
+22% +$43.2K 0.02% 521
2023
Q2 		$199K Sell
983
-1,417
-59% -$272K 0.02% 584
2023
Q1 		$448K Sell
2,400
-680
-22% -$124K 0.04% 430
2022
Q4 		$537K Buy
3,080
+200
+7% +$35.1K 0.05% 347
2022
Q3 		$471K Sell
2,880
-680
-19% -$124K 0.05% 362
2022
Q2 		$614K Sell
3,560
-350
-9% -$65.7K 0.06% 333
2022
Q1 		$815K Sell
3,910
-270
-6% -$55.5K 0.06% 312
2021
Q4 		$924K Buy
4,180
+240
+6% +$51.5K 0.07% 290
2021
Q3 		$792K Buy
3,940
+2,080
+112% +$430K 0.07% 314
2021
Q2 		$373K Buy
1,860
+460
+33% +$89.8K 0.03% 507
2021
Q1 		$259K Buy
1,400
+100
+8% +$18.1K 0.03% 539
2020
Q4 		$228K Hold
1,300
– – 0.02% 524
2020
Q3 		$203K Hold
1,300
– – 0.03% 447
2020
Q2 		$186K Sell
1,300
-30
-2% -$4.06K 0.03% 444
2020
Q1 		$158K Buy
1,330
+200
+18% +$28.1K 0.03% 393
2019
Q4 		$167K Buy
+1,130
New +$160K 0.02% 494
2019
Q3 		– Sell
-1,130
Closed -$152K – 592
2019
Q2 		$152K Buy
1,130
+32
+3% +$4.23K 0.02% 485
2019
Q1 		$143K Buy
+1,098
New +$137K 0.02% 464
2018
Q3 		– Sell
-1,965
Closed -$245K – 2014
2018
Q2 		$245K Buy
+1,965
New +$244K 0.03% 470

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

Centaurus Financial's VV Position: Q2 2026 in Review

Centaurus Financial increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.2% in Q2 2026, buying an estimated $8.01K and bringing the position to 1,122 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #654.

Centaurus Financial first reported a position in VV in Q2 2018 and has held it in 30 quarters since. The position peaked at $924K in Q4 2021. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Centaurus Financial held 1,122 shares of Vanguard Morningstar Large-Cap ETF worth $386K as of Q2 2026.
  • Centaurus Financial bought 24 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $8.01K.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #654 holding.
  • Centaurus Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2018 and has held it in 30 quarters since.
  • Centaurus Financial's Vanguard Morningstar Large-Cap ETF position peaked at $924K in Q4 2021.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.