EFG
VV icon

Elevated Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Elevated Financial Group’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 		$329K Sell
956
-47
-5% -$15.7K 0.09% 103
2026
Q1 		$300K Buy
1,003
+155
+18% +$48.5K 0.1% 108
2025
Q4 		$267K Buy
+848
New +$265K 0.09% 115

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

Elevated Financial Group's VV Position: Q2 2026 in Review

Elevated Financial Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.7% in Q2 2026, selling an estimated $15.7K and leaving 956 shares worth $329K. The position accounts for 0.09% of the portfolio, ranked #103.

Elevated Financial Group first reported a position in VV in Q4 2025 and has held it in 3 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Elevated Financial Group held 956 shares of Vanguard Morningstar Large-Cap ETF worth $329K as of Q2 2026.
  • Elevated Financial Group sold 47 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $15.7K.
  • Vanguard Morningstar Large-Cap ETF made up 0.09% of Elevated Financial Group's portfolio in Q2 2026, its #103 holding.
  • Elevated Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.