Empower Advisory Group
VV icon

Empower Advisory Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Empower Advisory 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 		$2.24M Buy
6,511
+1,091
+20% +$364K 0.01% 218
2026
Q1 		$1.62M Sell
5,420
-2,477
-31% -$775K ﹤0.01% 216
2025
Q4 		$2.49M Buy
7,897
+2,625
+50% +$820K 0.01% 206
2025
Q3 		$1.62M Buy
5,272
+15
+0.3% +$4.44K ﹤0.01% 217
2025
Q2 		$1.5M Sell
5,257
-1,618
-24% -$426K ﹤0.01% 218
2025
Q1 		$1.77M Buy
6,875
+364
+6% +$98.6K 0.01% 210
2024
Q4 		$1.76M Sell
6,511
-119
-2% -$32.2K 0.01% 213
2024
Q3 		$1.75M Sell
6,630
-659
-9% -$167K 0.01% 203
2024
Q2 		$1.82M Buy
7,289
+90
+1% +$21.6K 0.01% 203
2024
Q1 		$1.73M Sell
7,199
-167
-2% -$38.2K 0.01% 208
2023
Q4 		$1.61M Buy
7,366
+1,055
+17% +$216K 0.01% 213
2023
Q3 		$1.24M Sell
6,311
-1,525
-19% -$311K 0.01% 216
2023
Q2 		$1.59M Buy
7,836
+517
+7% +$99.1K 0.01% 212
2023
Q1 		$1.37M Buy
+7,319
New +$1.33M 0.01% 228

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

Empower Advisory Group's VV Position: Q2 2026 in Review

Empower Advisory Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 20% in Q2 2026, buying an estimated $364K and bringing the position to 6,511 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #218.

Empower Advisory Group first reported a position in VV in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.49M in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Empower Advisory Group held 6,511 shares of Vanguard Morningstar Large-Cap ETF worth $2.24M as of Q2 2026.
  • Empower Advisory Group bought 1,091 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $364K.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Empower Advisory Group's portfolio in Q2 2026, its #218 holding.
  • Empower Advisory Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's Vanguard Morningstar Large-Cap ETF position peaked at $2.49M in Q4 2025.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.