CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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	–	Sell	-10,393	Closed	-$3.11M	–	264
2026 Q1	$3.11M	Hold	10,393	–	–	0.05%	118
2025 Q4	$3.27M	Hold	10,393	–	–	0.05%	106
2025 Q3	$3.2M	Hold	10,393	–	–	0.05%	104
2025 Q2	$2.97M	Hold	10,393	–	–	0.05%	105
2025 Q1	$2.67M	Hold	10,393	–	–	0.05%	105
2024 Q4	$2.8M	Hold	10,393	–	–	0.05%	95
2024 Q3	$2.74M	Hold	10,393	–	–	0.06%	94
2024 Q2	$2.59M	Hold	10,393	–	–	0.06%	94
2024 Q1	$2.49M	Sell	10,393 -218	-2%	-$49.9K	0.06%	93
2023 Q4	$2.31M	Hold	10,611	–	–	0.06%	94
2023 Q3	$2.08M	Buy	10,611 +218	+2%	+$44.4K	0.06%	93
2023 Q2	$2.11M	Hold	10,393	–	–	0.06%	98
2023 Q1	$1.94M	Hold	10,393	–	–	0.06%	103
2022 Q4	$1.81M	Buy	+10,393	New	+$1.82M	0.07%	110
2022 Q3	–	Sell	-10,507	Closed	-$1.81M	–	175
2022 Q2	$1.81M	Buy	+10,507	New	+$1.97M	0.08%	105
2021 Q4	–	Sell	-8,600	Closed	-$1.73M	–	298
2021 Q3	$1.73M	Sell	8,600 -1,481	-15%	-$306K	0.07%	108
2021 Q2	$2.02M	Buy	+10,081	New	+$1.97M	0.08%	101
2019 Q4	$1.49M	Hold	10,068	–	–	0.12%	91
2019 Q3	$1.37M	Buy	+10,068	New	+$1.37M	0.12%	83

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

CLA (CliftonLarsonAllen) Wealth Advisors's VV Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 10,393 shares — an estimated $3.11M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VV in Q3 2019 and held it in 19 quarters. The position peaked at $3.27M in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 10,393 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $3.11M.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2019 and held it in 19 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $3.27M in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.