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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
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% -$9.87K 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

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

Dynamic Advisor Solutions's VV Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 19% in Q2 2026, selling an estimated $216K and leaving 2,789 shares worth $959K. The position accounts for 0.03% of the portfolio, ranked #501.

Dynamic Advisor Solutions first reported a position in VV in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.1M in Q4 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Dynamic Advisor Solutions held 2,789 shares of Vanguard Morningstar Large-Cap ETF worth $959K as of Q2 2026.
  • Dynamic Advisor Solutions sold 646 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $216K.
  • Vanguard Morningstar Large-Cap ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #501 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • Dynamic Advisor Solutions's Vanguard Morningstar Large-Cap ETF position peaked at $1.1M in Q4 2025.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.