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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
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

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 Management Professionals's VV Position: Q2 2026 in Review

Financial Management Professionals reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.7% in Q2 2026, selling an estimated $2.67K and leaving 209 shares worth $71.9K. 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 19 quarters since. The position peaked at $24.7M in Q4 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Financial Management Professionals held 209 shares of Vanguard Morningstar Large-Cap ETF worth $71.9K as of Q2 2026.
  • Financial Management Professionals sold 8 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2.67K.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Financial Management Professionals's portfolio in Q2 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 19 quarters since.
  • Financial Management Professionals's Vanguard Morningstar Large-Cap ETF position peaked at $24.7M in Q4 2025.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.