FCA
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Fortis Capital Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Fortis Capital 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
Q1 		$632K Sell
2,115
-731
-26% -$229K 0.08% 203
2025
Q4 		$896K Sell
2,846
-25
-0.9% -$7.81K 0.13% 141
2025
Q3 		$884K Sell
2,871
-31
-1% -$9.18K 0.14% 127
2025
Q2 		$828K Buy
2,902
+183
+7% +$48.2K 0.15% 113
2025
Q1 		$699K Buy
2,719
+1,653
+155% +$448K 0.14% 124
2024
Q4 		$276K Hold
1,066
– – 0.09% 148
2024
Q3 		$281K Hold
1,066
– – 0.09% 146
2024
Q2 		$266K Sell
1,066
-148
-12% -$35.6K 0.1% 143
2024
Q1 		$291K Sell
1,214
-1,373
-53% -$314K 0.12% 143
2023
Q4 		$564K Sell
2,587
-100
-4% -$20.4K 0.3% 54
2023
Q3 		$526K Buy
2,687
+235
+10% +$47.9K 0.34% 50
2023
Q2 		$497K Buy
2,452
+48
+2% +$9.2K 0.29% 52
2023
Q1 		$449K Buy
2,404
+404
+20% +$73.6K 0.24% 59
2022
Q4 		$348K Buy
+2,000
New +$351K 0.21% 67

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return