Cetera Investment Advisers
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Cetera Investment Advisers’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Cetera Investment Advisers’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 		$136M Buy
396,398
+4,029
+1% +$1.34M 0.12% 147
2026
Q1 		$117M Sell
392,369
-1,935
-0.5% -$605K 0.12% 148
2025
Q4 		$124M Buy
394,304
+9,135
+2% +$2.85M 0.14% 129
2025
Q3 		$119M Buy
385,169
+19,004
+5% +$5.63M 0.14% 130
2025
Q2 		$104M Buy
366,165
+26,808
+8% +$7.06M 0.18% 110
2025
Q1 		$87.2M Sell
339,357
-7,808
-2% -$2.11M 0.17% 115
2024
Q4 		$93.6M Sell
347,165
-13,950
-4% -$3.78M 0.2% 100
2024
Q3 		$95.1M Sell
361,115
-15,100
-4% -$3.83M 0.21% 96
2024
Q2 		$93.9M Sell
376,215
-15,478
-4% -$3.72M 0.22% 90
2024
Q1 		$93.9M Buy
391,693
+379,674
+3,159% +$86.9M 0.22% 89
2023
Q4 		$2.62M Buy
12,019
+2,287
+23% +$467K 0.02% 680
2023
Q3 		$1.9M Sell
9,732
-400
-4% -$81.5K 0.02% 773
2023
Q2 		$2.05M Sell
10,132
-554
-5% -$106K 0.02% 757
2023
Q1 		$2M Buy
10,686
+268
+3% +$48.8K 0.02% 734
2022
Q4 		$1.81M Buy
10,418
+1,948
+23% +$342K 0.02% 750
2022
Q3 		$1.39M Buy
8,470
+146
+2% +$26.5K 0.03% 588
2022
Q2 		$1.44M Buy
8,324
+1,068
+15% +$200K 0.02% 643
2022
Q1 		$1.51M Buy
7,256
+289
+4% +$59.4K 0.02% 665
2021
Q4 		$1.54M Sell
6,967
-261
-4% -$56K 0.02% 645
2021
Q3 		$1.45M Buy
7,228
+38
+0.5% +$7.85K 0.02% 628
2021
Q2 		$1.44M Sell
7,190
-4
-0.1% -$781 0.02% 633
2021
Q1 		$1.33M Buy
7,194
+1,435
+25% +$260K 0.03% 553
2020
Q4 		$1.01M Buy
5,759
+4,022
+232% +$668K 0.02% 657
2020
Q3 		$272K Buy
+1,737
New +$268K 0.02% 527
2020
Q1 		– Sell
-2,107
Closed -$313K – 625
2019
Q4 		$313K Sell
2,107
-167
-7% -$23.6K 0.03% 447
2019
Q3 		$310K Sell
2,274
-124
-5% -$16.8K 0.04% 405
2019
Q2 		$324K Sell
2,398
-267
-10% -$35.3K 0.04% 373
2019
Q1 		$346K Hold
2,665
– – 0.05% 346
2018
Q4 		$307K Buy
2,665
+1
+0% +$124 0.05% 331
2018
Q3 		$355K Buy
2,664
+277
+12% +$36.3K 0.05% 340
2018
Q2 		$296K Buy
+2,387
New +$297K 0.05% 325

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

Cetera Investment Advisers's VV Position: Q2 2026 in Review

Cetera Investment Advisers increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1% in Q2 2026, buying an estimated $1.34M and bringing the position to 396,398 shares worth $136M. The position accounts for 0.12% of the portfolio, ranked #147.

Cetera Investment Advisers first reported a position in VV in Q2 2018 and has held it in 31 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Cetera Investment Advisers held 396,398 shares of Vanguard Morningstar Large-Cap ETF worth $136M as of Q2 2026.
  • Cetera Investment Advisers bought 4,029 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.34M.
  • Vanguard Morningstar Large-Cap ETF made up 0.12% of Cetera Investment Advisers's portfolio in Q2 2026, its #147 holding.
  • Cetera Investment Advisers first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2018 and has held it in 31 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.