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

Flagship Wealth 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	$480K	Buy	1,396 +646	+86%	+$216K	0.11%	97
2026 Q1	$214K	Hold	750	–	–	0.09%	98
2025 Q4	$236K	Hold	750	–	–	0.07%	113
2025 Q3	$231K	Hold	750	–	–	0.08%	106
2025 Q2	$214K	Hold	750	–	–	0.08%	110
2025 Q1	$193K	Buy	+750	New	+$203K	0.08%	111

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Flagship Wealth Advisors's VV Position: Q2 2026 in Review

Flagship Wealth Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 86% in Q2 2026, buying an estimated $216K and bringing the position to 1,396 shares worth $480K. The position accounts for 0.11% of the portfolio, ranked #97.

Flagship Wealth Advisors first reported a position in VV in Q1 2025 and has held it in 6 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Flagship Wealth Advisors held 1,396 shares of Vanguard Morningstar Large-Cap ETF worth $480K as of Q2 2026.
Flagship Wealth Advisors bought 646 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $216K.
Vanguard Morningstar Large-Cap ETF made up 0.11% of Flagship Wealth Advisors's portfolio in Q2 2026, its #97 holding.
Flagship Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.