Certified Advisory Corp’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Certified Advisory Corp’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	$309K	Buy	899 +189	+27%	+$63K	0.02%	269
2026 Q1	$212K	Buy	710 +2	+0.3%	+$626	0.02%	302
2025 Q4	$223K	Buy	708 +4	+0.6%	+$1.25K	0.02%	304
2025 Q3	$217K	Buy	704 +2	+0.3%	+$592	0.02%	304
2025 Q2	$200K	Sell	702 -195	-22%	-$51.4K	0.02%	298
2025 Q1	$231K	Sell	897 -117	-12%	-$31.7K	0.03%	272
2024 Q4	$274K	Buy	1,014 +6	+0.6%	+$1.63K	0.03%	254
2024 Q3	$265K	Buy	+1,008	New	+$256K	0.03%	259
2024 Q2	–	Sell	-1,713	Closed	-$411K	–	296
2024 Q1	$411K	Buy	1,713 +150	+10%	+$34.3K	0.06%	188
2023 Q4	$341K	Sell	1,563 -67	-4%	-$13.7K	0.05%	202
2023 Q3	$319K	Sell	1,630 -1,509	-48%	-$307K	0.06%	181
2023 Q2	$636K	Sell	3,139 -764	-20%	-$146K	0.12%	138
2023 Q1	$729K	Sell	3,903 -2,179	-36%	-$397K	0.13%	146
2022 Q4	$1.06M	Sell	6,082 -396	-6%	-$69.5K	0.21%	111
2022 Q3	$1.06M	Sell	6,478 -34	-0.5%	-$6.18K	0.24%	102
2022 Q2	$1.12M	Buy	6,512 +714	+12%	+$134K	0.25%	100
2022 Q1	$1.21M	Buy	5,798 +154	+3%	+$31.6K	0.26%	96
2021 Q4	$1.25M	Buy	5,644 +224	+4%	+$48K	0.28%	92
2021 Q3	$1.09M	Sell	5,420 -39	-0.7%	-$8.06K	0.26%	93
2021 Q2	$1.1M	Sell	5,459 -703	-11%	-$137K	0.28%	90
2021 Q1	$1.14M	Buy	+6,162	New	+$1.12M	0.3%	81
2020 Q2	$1.01M	Buy	+7,088	New	+$958K	0.34%	74

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

Certified Advisory Corp's VV Position: Q2 2026 in Review

Certified Advisory Corp increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 27% in Q2 2026, buying an estimated $63K and bringing the position to 899 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #269.

Certified Advisory Corp first reported a position in VV in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.25M in Q4 2021. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Certified Advisory Corp held 899 shares of Vanguard Morningstar Large-Cap ETF worth $309K as of Q2 2026.
Certified Advisory Corp bought 189 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $63K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #269 holding.
Certified Advisory Corp first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and has held it in 22 quarters since.
Certified Advisory Corp's Vanguard Morningstar Large-Cap ETF position peaked at $1.25M in Q4 2021.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.