Financial Management Professionals
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Financial Management Professionals’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Financial Management Professionals’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
Q3 		$73.5K Hold
209
– – 0.01% 253
2026
Q2 		$71.9K Sell
209
-8
-4% -$2.67K 0.01% 253
2026
Q1 		$64.8K Sell
217
-78,271
-100% -$24.5M 0.01% 236
2025
Q4 		$24.7M Buy
78,488
+985
+1% +$308K 2.55% 13
2025
Q3 		$23.9M Buy
77,503
+1,996
+3% +$591K 2.49% 13
2025
Q2 		$21.6M Buy
+75,507
New +$19.9M 2.43% 15
2025
Q1 		– Sell
-61,353
Closed -$16.5M – 1046
2024
Q4 		$16.5M Sell
61,353
-396
-0.6% -$107K 2.09% 17
2024
Q3 		$16.3M Buy
61,749
+622
+1% +$158K 2.02% 17
2024
Q2 		$15.3M Buy
61,127
+922
+2% +$221K 2.09% 15
2024
Q1 		$14.4M Buy
60,205
+937
+2% +$214K 2.13% 15
2023
Q4 		$12.9M Buy
59,268
+58,935
+17,698% +$12M 2.11% 14
2023
Q3 		$65K Sell
333
-30,300
-99% -$6.17M 0.01% 223
2023
Q2 		$6.21M Buy
30,633
+30,589
+69,520% +$5.86M 1.04% 23
2023
Q1 		$8K Sell
44
-27,246
-100% -$4.96M ﹤0.01% 613
2022
Q4 		$4.75M Buy
27,290
+27,246
+61,923% +$4.78M 0.97% 25
2022
Q3 		$7K Hold
44
– – ﹤0.01% 557
2022
Q2 		$8K Hold
44
– – ﹤0.01% 547
2022
Q1 		$9K Sell
44
-1,909
-98% -$392K ﹤0.01% 555
2021
Q4 		$432K Sell
1,953
-120,120
-98% -$25.8M 0.09% 65
2021
Q3 		$24.5M Buy
+122,073
New +$25.2M 5.66% 5

Other funds holding VV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Financial Management Professionals's VV Position: Q3 2026 in Review

Financial Management Professionals held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 209 shares worth $73.5K. The position accounts for 0.01% of the portfolio, ranked #253.

Financial Management Professionals first reported a position in VV in Q3 2021 and has held it in 20 quarters since. The position peaked at $24.7M in Q4 2025. 941 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Financial Management Professionals held 209 shares of Vanguard Morningstar Large-Cap ETF worth $73.5K as of Q3 2026.
  • Financial Management Professionals left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Financial Management Professionals's portfolio in Q3 2026, its #253 holding.
  • Financial Management Professionals first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • Financial Management Professionals's Vanguard Morningstar Large-Cap ETF position peaked at $24.7M in Q4 2025.
  • 941 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.