CFS Investment Advisory Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

CFS Investment Advisory Services’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	$1.89M	Sell	5,515 -234	-4%	-$78.1K	0.13%	139
2026 Q1	$1.88M	Sell	5,749 -104	-2%	-$32.5K	0.13%	131
2025 Q4	$1.84M	Buy	5,853 +71	+1%	+$22.2K	0.13%	128
2025 Q3	$1.81M	Sell	5,782 -50	-0.9%	-$14.8K	0.13%	130
2025 Q2	$1.66M	Sell	5,832 -1,863	-24%	-$491K	0.14%	130
2025 Q1	$1.98M	Buy	7,695 +3,966	+106%	+$1.07M	0.18%	108
2024 Q4	$1.01M	Sell	3,729 -103	-3%	-$27.9K	0.09%	156
2024 Q3	$1.01M	Sell	3,832 -75	-2%	-$19K	0.08%	153
2024 Q2	$975K	Buy	+3,907	New	+$938K	0.08%	144
2023 Q3	–	Sell	-1,281	Closed	-$260K	–	254
2023 Q2	$260K	Buy	+1,281	New	+$246K	0.03%	220

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

CFS Investment Advisory Services's VV Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.1% in Q2 2026, selling an estimated $78.1K and leaving 5,515 shares worth $1.89M. The position accounts for 0.13% of the portfolio, ranked #139.

CFS Investment Advisory Services first reported a position in VV in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.98M in Q1 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

CFS Investment Advisory Services held 5,515 shares of Vanguard Morningstar Large-Cap ETF worth $1.89M as of Q2 2026.
CFS Investment Advisory Services sold 234 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $78.1K.
Vanguard Morningstar Large-Cap ETF made up 0.13% of CFS Investment Advisory Services's portfolio in Q2 2026, its #139 holding.
CFS Investment Advisory Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2023 and has held it in 10 quarters since.
CFS Investment Advisory Services's Vanguard Morningstar Large-Cap ETF position peaked at $1.98M in Q1 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.