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

Diversify 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	$1.26M	Buy	+3,704	New	+$1.24M	0.02%	553
2026 Q1	–	Sell	-956	Closed	-$305K	–	858
2025 Q4	$305K	Sell	956 -11	-1%	-$3.44K	0.01%	755
2025 Q3	$305K	Hold	967	–	–	0.01%	716
2025 Q2	$287K	Buy	967 +163	+20%	+$42.9K	0.01%	692
2025 Q1	$205K	Buy	804 +22	+3%	+$5.96K	0.01%	612
2024 Q4	$209K	Sell	782 -11	-1%	-$2.98K	0.01%	582
2024 Q3	$212K	Buy	+793	New	+$201K	0.01%	592

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

Diversify Advisory Services's VV Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 3,704 shares worth $1.26M. The stake represents 0.02% of the portfolio and ranks #553 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VV as recently as Q4 2025.

Diversify Advisory Services first reported a position in VV in Q3 2024 and has held it in 7 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Diversify Advisory Services held 3,704 shares of Vanguard Morningstar Large-Cap ETF worth $1.26M as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new Diversify Advisory Services position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #553 holding.
Diversify Advisory Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 7 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.