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
Q3 		$1.35M Buy
3,845
+1
+0% +$350 0.62% 23
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% -$5.52K 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

Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
FPN
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return
Advocate Group
Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return
MWP
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

David J. Yvars Group's VV Position: Q3 2026 in Review

David J. Yvars Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.03% in Q3 2026, buying an estimated $350 and bringing the position to 3,845 shares worth $1.35M. The position accounts for 0.62% of the portfolio, ranked #23.

David J. Yvars Group first reported a position in VV in Q4 2020 and has held it in 24 quarters since. 324 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • David J. Yvars Group held 3,845 shares of Vanguard Morningstar Large-Cap ETF worth $1.35M as of Q3 2026.
  • David J. Yvars Group bought 1 Vanguard Morningstar Large-Cap ETF share in Q3 2026, an estimated $350.
  • Vanguard Morningstar Large-Cap ETF made up 0.62% of David J. Yvars Group's portfolio in Q3 2026, its #23 holding.
  • David J. Yvars Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • 324 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.