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Fortem Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Fortem Financial Group’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 		$3.97M Buy
11,531
+440
+4% +$147K 0.81% 38
2026
Q1 		$3.31M Sell
11,091
-500
-4% -$156K 0.83% 35
2025
Q4 		$3.65M Hold
11,591
– – 0.98% 27
2025
Q3 		$3.57M Sell
11,591
-90
-0.8% -$26.6K 1.02% 25
2025
Q2 		$3.33M Buy
11,681
+54
+0.5% +$14.2K 1.07% 23
2025
Q1 		$2.99M Buy
11,627
+155
+1% +$42K 1.16% 21
2024
Q4 		$3.09M Buy
11,472
+60
+0.5% +$16.3K 1.2% 22
2024
Q3 		$3M Hold
11,412
– – 1.22% 19
2024
Q2 		$2.85M Buy
11,412
+2,857
+33% +$686K 1.22% 20
2024
Q1 		$2.05M Buy
8,555
+120
+1% +$27.5K 0.9% 30
2023
Q4 		$1.84M Hold
8,435
– – 0.92% 29
2023
Q3 		$1.65M Hold
8,435
– – 0.97% 29
2023
Q2 		$1.71M Hold
8,435
– – 1.01% 26
2023
Q1 		$1.58M Hold
8,435
– – 1.03% 29
2022
Q4 		$1.47M Hold
8,435
– – 0.86% 34
2022
Q3 		$1.38M Hold
8,435
– – 0.96% 29
2022
Q2 		$1.45M Buy
8,435
+290
+4% +$54.4K 0.95% 28
2022
Q1 		$1.7M Buy
8,145
+1,080
+15% +$222K 0.74% 54
2021
Q4 		$1.56M Hold
7,065
– – 0.71% 51
2021
Q3 		$1.42M Hold
7,065
– – 0.72% 49
2021
Q2 		$1.42M Hold
7,065
– – 0.72% 48
2021
Q1 		$1.31M Sell
7,065
-110
-2% -$19.9K 0.76% 45
2020
Q4 		$1.26M Hold
7,175
– – 0.76% 42
2020
Q3 		$1.12M Buy
7,175
+365
+5% +$56.3K 0.81% 40
2020
Q2 		$974K Buy
6,810
+750
+12% +$101K 0.75% 49
2020
Q1 		$718K Sell
6,060
-717
-11% -$101K 0.65% 52
2019
Q4 		$1M Buy
6,777
+364
+6% +$51.5K 0.74% 50
2019
Q3 		$874K Buy
6,413
+80
+1% +$10.9K 0.75% 54
2019
Q2 		$853K Buy
+6,333
New +$838K 0.86% 46

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

Fortem Financial Group's VV Position: Q2 2026 in Review

Fortem Financial Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 4% in Q2 2026, buying an estimated $147K and bringing the position to 11,531 shares worth $3.97M. The position accounts for 0.81% of the portfolio, ranked #38.

Fortem Financial Group first reported a position in VV in Q2 2019 and has held it in 29 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Fortem Financial Group held 11,531 shares of Vanguard Morningstar Large-Cap ETF worth $3.97M as of Q2 2026.
  • Fortem Financial Group bought 440 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $147K.
  • Vanguard Morningstar Large-Cap ETF made up 0.81% of Fortem Financial Group's portfolio in Q2 2026, its #38 holding.
  • Fortem Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.