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Delta Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Delta Financial 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 		$510K Sell
1,483
-275
-16% -$91.7K 0.12% 118
2026
Q1 		$525K Buy
1,758
+2
+0.1% +$626 0.14% 112
2025
Q4 		$553K Sell
1,756
-33
-2% -$10.3K 0.14% 110
2025
Q3 		$551K Buy
1,789
+1
+0.1% +$296 0.16% 106
2025
Q2 		$510K Hold
1,788
– – 0.18% 85
2025
Q1 		$459K Buy
1,788
+2
+0.1% +$542 0.17% 87
2024
Q4 		$482K Buy
1,786
+4
+0.2% +$1.08K 0.18% 86
2024
Q3 		$469K Buy
1,782
+1
+0.1% +$254 0.17% 92
2024
Q2 		$445K Hold
1,781
– – 0.17% 91
2024
Q1 		$427K Sell
1,781
-250
-12% -$57.2K 0.17% 90
2023
Q4 		$443K Sell
2,031
-275
-12% -$56.2K 0.19% 90
2023
Q3 		$451K Buy
2,306
+3
+0.1% +$611 0.2% 94
2023
Q2 		$467K Buy
2,303
+1
+0% +$192 0.21% 92
2023
Q1 		$430K Buy
2,302
+3
+0.1% +$546 0.21% 92
2022
Q4 		$400K Buy
2,299
+4
+0.2% +$702 0.19% 93
2022
Q3 		$375K Buy
2,295
+3
+0.1% +$545 0.2% 94
2022
Q2 		$395K Buy
2,292
+4
+0.2% +$751 0.2% 94
2022
Q1 		$477K Buy
2,288
+2
+0.1% +$411 0.2% 95
2021
Q4 		$505K Buy
2,286
+3
+0.1% +$643 0.21% 96
2021
Q3 		$459K Buy
2,283
+2
+0.1% +$413 0.2% 96
2021
Q2 		$458K Buy
2,281
+3
+0.1% +$586 0.2% 97
2021
Q1 		$422K Buy
2,278
+2
+0.1% +$362 0.2% 96
2020
Q4 		$400K Buy
2,276
+6
+0.3% +$997 0.2% 97
2020
Q3 		$355K Sell
2,270
-76
-3% -$11.7K 0.2% 97
2020
Q2 		$336K Sell
2,346
-145
-6% -$19.6K 0.2% 98
2020
Q1 		$295K Sell
2,491
-405
-14% -$56.9K 0.2% 93
2019
Q4 		$428K Buy
2,896
+7
+0.2% +$990 0.17% 95
2019
Q3 		$394K Buy
2,889
+11
+0.4% +$1.49K 0.16% 104
2019
Q2 		$388K Buy
+2,878
New +$381K 0.16% 101

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

Delta Financial Advisors's VV Position: Q2 2026 in Review

Delta Financial Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 16% in Q2 2026, selling an estimated $91.7K and leaving 1,483 shares worth $510K. The position accounts for 0.12% of the portfolio, ranked #118.

Delta Financial Advisors first reported a position in VV in Q2 2019 and has held it in 29 quarters since. The position peaked at $553K in Q4 2025. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Delta Financial Advisors held 1,483 shares of Vanguard Morningstar Large-Cap ETF worth $510K as of Q2 2026.
  • Delta Financial Advisors sold 275 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $91.7K.
  • Vanguard Morningstar Large-Cap ETF made up 0.12% of Delta Financial Advisors's portfolio in Q2 2026, its #118 holding.
  • Delta Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • Delta Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $553K in Q4 2025.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.