Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Dynamic Advisor Solutions’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 		$970K Sell
2,757
-32
-1% -$11.2K 0.03% 476
2026
Q2 		$959K Sell
2,789
-646
-19% -$216K 0.03% 501
2026
Q1 		$1.03M Sell
3,435
-44
-1% -$13.8K 0.03% 458
2025
Q4 		$1.1M Buy
3,479
+55
+2% +$17.2K 0.04% 435
2025
Q3 		$1.05M Sell
3,424
-140
-4% -$41.5K 0.03% 454
2025
Q2 		$1.02M Sell
3,564
-2
-0.1% -$527 0.03% 453
2025
Q1 		$917K Buy
+3,566
New +$966K 0.03% 443
2024
Q4 		– Sell
-3,828
Closed -$1.01M – 911
2024
Q3 		$1.01M Sell
3,828
-136
-3% -$34.5K 0.03% 446
2024
Q2 		$989K Buy
3,964
+437
+12% +$105K 0.03% 461
2024
Q1 		$846K Buy
3,527
+102
+3% +$23.3K 0.03% 478
2023
Q4 		$736K Sell
3,425
-124
-3% -$25.3K 0.03% 487
2023
Q3 		$694K Sell
3,549
-655
-16% -$133K 0.03% 443
2023
Q2 		$852K Buy
4,204
+1,029
+32% +$197K 0.04% 378
2023
Q1 		$593K Sell
3,175
-73
-2% -$13.3K 0.03% 433
2022
Q4 		$566K Sell
3,248
-322
-9% -$56.5K 0.04% 409
2022
Q3 		$584K Sell
3,570
-668
-16% -$121K 0.04% 361
2022
Q2 		$731K Buy
4,238
+173
+4% +$32.5K 0.06% 306
2022
Q1 		$848K Buy
4,065
+367
+10% +$75.4K 0.06% 304
2021
Q4 		$817K Sell
3,698
-46
-1% -$9.9K 0.06% 318
2021
Q3 		$752K Sell
3,744
-210
-5% -$43.4K 0.06% 347
2021
Q2 		$794K Buy
3,954
+241
+6% +$47K 0.06% 319
2021
Q1 		$688K Buy
3,713
+1,482
+66% +$269K 0.06% 310
2020
Q4 		$392K Buy
2,231
+724
+48% +$120K 0.04% 428
2020
Q3 		$236K Buy
+1,507
New +$232K 0.03% 489

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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Dynamic Advisor Solutions's VV Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.1% in Q3 2026, selling an estimated $11.2K and leaving 2,757 shares worth $970K. The position accounts for 0.03% of the portfolio, ranked #476.

Dynamic Advisor Solutions first reported a position in VV in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.1M in Q4 2025. 311 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Dynamic Advisor Solutions held 2,757 shares of Vanguard Morningstar Large-Cap ETF worth $970K as of Q3 2026.
  • Dynamic Advisor Solutions sold 32 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $11.2K.
  • Vanguard Morningstar Large-Cap ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #476 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • Dynamic Advisor Solutions's Vanguard Morningstar Large-Cap ETF position peaked at $1.1M in Q4 2025.
  • 311 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.