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Fortis Capital Advisors’s Vanguard Morningstar 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
Q2 		$798K Buy
2,320
+205
+10% +$68.4K 0.09% 190
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 $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

Fortis Capital Advisors's VV Position: Q2 2026 in Review

Fortis Capital Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 9.7% in Q2 2026, buying an estimated $68.4K and bringing the position to 2,320 shares worth $798K. The position accounts for 0.09% of the portfolio, ranked #190.

Fortis Capital Advisors first reported a position in VV in Q4 2022 and has held it in 15 quarters since. The position peaked at $896K in Q4 2025. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Fortis Capital Advisors held 2,320 shares of Vanguard Morningstar Large-Cap ETF worth $798K as of Q2 2026.
  • Fortis Capital Advisors bought 205 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $68.4K.
  • Vanguard Morningstar Large-Cap ETF made up 0.09% of Fortis Capital Advisors's portfolio in Q2 2026, its #190 holding.
  • Fortis Capital Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Fortis Capital Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $896K in Q4 2025.
  • 1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.