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

Fiducient 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 		$4.08M Hold
11,863
– – 0.58% 34
2026
Q1 		$3.55M Sell
11,863
-852
-7% -$267K 0.46% 38
2025
Q4 		$4M Sell
12,715
-891
-7% -$278K 0.5% 43
2025
Q3 		$4.2M Sell
13,606
-481
-3% -$142K 0.49% 39
2025
Q2 		$4.03M Sell
14,087
-551
-4% -$145K 0.49% 37
2025
Q1 		$3.76M Sell
14,638
-1,474
-9% -$399K 0.47% 33
2024
Q4 		$4.35M Sell
16,112
-621
-4% -$168K 0.54% 30
2024
Q3 		$4.42M Sell
16,733
-222
-1% -$56.3K 0.51% 33
2024
Q2 		$4.25M Buy
+16,955
New +$4.07M 0.59% 26
2023
Q1 		– Sell
-201,032
Closed -$35M – 164
2022
Q4 		$35M Buy
201,032
+3,857
+2% +$677K 10.3% 3
2022
Q3 		$32.3M Sell
197,175
-1,317
-0.7% -$239K 15.31% 3
2022
Q2 		$34.2M Buy
198,492
+777
+0.4% +$146K 12.85% 3
2022
Q1 		$41.2M Sell
197,715
-18,322
-8% -$3.76M 15.56% 3
2021
Q4 		$47.7M Buy
216,037
+732
+0.3% +$157K 14.48% 3
2021
Q3 		$43.3M Buy
215,305
+670
+0.3% +$138K 13.09% 3
2021
Q2 		$43.1M Sell
214,635
-555
-0.3% -$108K 13.36% 3
2021
Q1 		$39.9M Sell
215,190
-9,893
-4% -$1.79M 12.9% 4
2020
Q4 		$39.6M Buy
225,083
+1,507
+0.7% +$250K 14.7% 2
2020
Q3 		$35M Sell
223,576
-10,884
-5% -$1.68M 19.68% 2
2020
Q2 		$33.7M Buy
234,460
+8,460
+4% +$1.14M 20.38% 1
2020
Q1 		$26.8M Buy
+226,000
New +$31.8M 15.8% 3

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

Fiducient Advisors's VV Position: Q2 2026 in Review

Fiducient Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 11,863 shares worth $4.08M. The position accounts for 0.58% of the portfolio, ranked #34.

Fiducient Advisors first reported a position in VV in Q1 2020 and has held it in 21 quarters since. The position peaked at $47.7M in Q4 2021. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Fiducient Advisors held 11,863 shares of Vanguard Morningstar Large-Cap ETF worth $4.08M as of Q2 2026.
  • Fiducient Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.58% of Fiducient Advisors's portfolio in Q2 2026, its #34 holding.
  • Fiducient Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 21 quarters since.
  • Fiducient Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $47.7M in Q4 2021.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.