DJYG
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David J. Yvars Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

David J. Yvars Group’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 		$1.32M Buy
3,844
+42
+1% +$14K 0.62% 24
2026
Q1 		$1.14M Buy
3,802
+1
+0% +$313 0.64% 24
2025
Q4 		$1.2M Sell
3,801
-67
-2% -$20.9K 0.64% 24
2025
Q3 		$1.19M Sell
3,868
-167
-4% -$49.4K 0.64% 25
2025
Q2 		$1.15M Hold
4,035
– – 0.67% 23
2025
Q1 		$1.04M Buy
4,035
+25
+0.6% +$6.77K 0.82% 20
2024
Q4 		$1.08M Sell
4,010
-1
-0% -$271 0.66% 26
2024
Q3 		$1.06M Buy
4,011
+27
+0.7% +$6.85K 0.65% 26
2024
Q2 		$995K Sell
3,984
-23
-0.6% -$5.53K 0.62% 26
2024
Q1 		$961K Sell
4,007
-18
-0.4% -$4.12K 0.65% 27
2023
Q4 		$878K Sell
4,025
-3
-0.1% -$613 0.71% 23
2023
Q3 		$788K Sell
4,028
-78
-2% -$15.9K 0.66% 25
2023
Q2 		$832K Sell
4,106
-118
-3% -$22.6K 0.69% 25
2023
Q1 		$789K Sell
4,224
-68
-2% -$12.4K 0.71% 30
2022
Q4 		$748K Sell
4,292
-62
-1% -$10.9K 0.94% 22
2022
Q3 		$712K Sell
4,354
-13
-0.3% -$2.36K 0.79% 26
2022
Q2 		$761K Sell
4,367
-311
-7% -$58.4K 1.04% 20
2022
Q1 		$975K Buy
4,678
+267
+6% +$54.8K 0.68% 30
2021
Q4 		$975K Sell
4,411
-119
-3% -$25.5K 0.6% 25
2021
Q3 		$921K Sell
4,530
-35
-0.8% -$7.23K 0.54% 31
2021
Q2 		$916K Sell
4,565
-63
-1% -$12.3K 0.51% 31
2021
Q1 		$858K Sell
4,628
-134
-3% -$24.3K 0.55% 32
2020
Q4 		$837K Buy
+4,762
New +$791K 0.57% 27

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

David J. Yvars Group's VV Position: Q2 2026 in Review

David J. Yvars Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.1% in Q2 2026, buying an estimated $14K and bringing the position to 3,844 shares worth $1.32M. The position accounts for 0.62% of the portfolio, ranked #24.

David J. Yvars Group first reported a position in VV in Q4 2020 and has held it in 23 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • David J. Yvars Group held 3,844 shares of Vanguard Morningstar Large-Cap ETF worth $1.32M as of Q2 2026.
  • David J. Yvars Group bought 42 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $14K.
  • Vanguard Morningstar Large-Cap ETF made up 0.62% of David J. Yvars Group's portfolio in Q2 2026, its #24 holding.
  • David J. Yvars Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.