Financial Engines Advisors
VV icon

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

Financial Engines 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 		$14.2M Sell
41,328
-959
-2% -$320K 0.03% 95
2026
Q1 		$12.6M Sell
42,287
-2,457
-5% -$769K 0.03% 95
2025
Q4 		$14.1M Sell
44,744
-2,051
-4% -$640K 0.03% 97
2025
Q3 		$14.4M Sell
46,795
-2,316
-5% -$686K 0.03% 91
2025
Q2 		$14M Sell
49,111
-8,797
-15% -$2.32M 0.03% 89
2025
Q1 		$14.9M Buy
57,908
+1,043
+2% +$283K 0.03% 80
2024
Q4 		$15.3M Buy
56,865
+27,137
+91% +$7.35M 0.03% 81
2024
Q3 		$7.83M Sell
29,728
-969
-3% -$246K 0.02% 95
2024
Q2 		$7.67M Buy
30,697
+27,938
+1,013% +$6.71M 0.02% 95
2024
Q1 		$661K Sell
2,759
-12
-0.4% -$2.75K ﹤0.01% 223
2023
Q4 		$605K Sell
2,771
-2,285
-45% -$467K ﹤0.01% 213
2023
Q3 		$989K Buy
5,056
+2,266
+81% +$461K ﹤0.01% 167
2023
Q2 		$566K Sell
2,790
-952
-25% -$182K ﹤0.01% 199
2023
Q1 		$699K Buy
3,742
+952
+34% +$173K ﹤0.01% 194
2022
Q4 		$486K Sell
2,790
-388
-12% -$68.1K ﹤0.01% 214
2022
Q3 		$519K Buy
3,178
+962
+43% +$175K ﹤0.01% 197
2022
Q2 		$381K Buy
2,216
+55
+3% +$10.3K ﹤0.01% 225
2022
Q1 		$451K Buy
+2,161
New +$444K ﹤0.01% 210
2018
Q4 		– Sell
-29
Closed -$4K – 178
2018
Q3 		$4K Buy
+29
New +$3.8K ﹤0.01% 129

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

Financial Engines Advisors's VV Position: Q2 2026 in Review

Financial Engines Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.3% in Q2 2026, selling an estimated $320K and leaving 41,328 shares worth $14.2M. The position accounts for 0.03% of the portfolio, ranked #95.

Financial Engines Advisors first reported a position in VV in Q3 2018 and has held it in 19 quarters since. The position peaked at $15.3M in Q4 2024. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Financial Engines Advisors held 41,328 shares of Vanguard Morningstar Large-Cap ETF worth $14.2M as of Q2 2026.
  • Financial Engines Advisors sold 959 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $320K.
  • Vanguard Morningstar Large-Cap ETF made up 0.03% of Financial Engines Advisors's portfolio in Q2 2026, its #95 holding.
  • Financial Engines Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2018 and has held it in 19 quarters since.
  • Financial Engines Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $15.3M in Q4 2024.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.