Elevated Capital Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Elevated Capital 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	$7.98K	Hold	23	–	–	﹤0.01%	510
2026 Q1	$6.91K	Hold	23	–	–	﹤0.01%	511
2025 Q4	$7.26K	Buy	+23	New	+$7.18K	﹤0.01%	484
2023 Q2	–	Sell	-4,407	Closed	-$823K	–	193
2023 Q1	$823K	Buy	+4,407	New	+$802K	0.29%	98

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

Elevated Capital Advisors's VV Position: Q2 2026 in Review

Elevated Capital Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 23 shares worth $7.98K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Elevated Capital Advisors first reported a position in VV in Q1 2023 and has held it in 4 quarters since. The position peaked at $823K in Q1 2023. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Elevated Capital Advisors held 23 shares of Vanguard Morningstar Large-Cap ETF worth $7.98K as of Q2 2026.
Elevated Capital Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #510 holding.
Elevated Capital Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 4 quarters since.
Elevated Capital Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $823K in Q1 2023.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.