GI
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Gradient Investments’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Gradient Investments’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
Q3 		$505K Buy
+1,436
New +$503K 0.01% 376
2024
Q3 		– Sell
-494
Closed -$123K – 1279
2024
Q2 		$123K Buy
494
+416
+533% +$99.9K ﹤0.01% 372
2024
Q1 		$18.7K Buy
+78
New +$17.8K ﹤0.01% 556
2023
Q4 		– Sell
-109
Closed -$22.3K – 1742
2023
Q3 		$21.3K Buy
109
+83
+319% +$16.9K ﹤0.01% 666
2023
Q2 		$5.27K Buy
+26
New +$4.98K ﹤0.01% 944
2022
Q1 		– Sell
-32
Closed -$7K – 1355
2021
Q4 		$7K Hold
32
– – ﹤0.01% 888
2021
Q3 		$6K Hold
32
– – ﹤0.01% 865
2021
Q2 		$6K Hold
32
– – ﹤0.01% 862
2021
Q1 		$6K Buy
+32
New +$5.8K ﹤0.01% 864
2019
Q4 		– Sell
-53
Closed -$7K – 1244
2019
Q3 		$7K Buy
+53
New +$7.19K ﹤0.01% 755
2019
Q1 		– Sell
-53
Closed -$6K – 1015
2018
Q4 		$6K Hold
53
– – ﹤0.01% 687
2018
Q3 		$7K Hold
53
– – ﹤0.01% 696
2018
Q2 		$7K Buy
+53
New +$6.58K ﹤0.01% 681
2016
Q4 		– Sell
-132
Closed -$13K – 811
2016
Q3 		$13K Buy
+132
New +$13.1K ﹤0.01% 418
2016
Q2 		– Sell
-273
Closed -$26K – 795
2016
Q1 		$26K Buy
+273
New +$24.3K ﹤0.01% 325
2014
Q2 		– Sell
-500
Closed -$43K – 571
2014
Q1 		$43K Buy
+500
New +$42.2K 0.01% 212

Other funds holding VV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gradient Investments's VV Position: Q3 2026 in Review

Gradient Investments opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q3 2026: 1,436 shares worth $505K. The stake represents 0.01% of the portfolio and ranks #376 among its holdings. This is a return to the name: Gradient Investments previously reported a position in VV as recently as Q2 2024.

Gradient Investments first reported a position in VV in Q1 2014 and has held it in 16 quarters since. 106 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Gradient Investments held 1,436 shares of Vanguard Morningstar Large-Cap ETF worth $505K as of Q3 2026.
  • Vanguard Morningstar Large-Cap ETF was a new Gradient Investments position in Q3 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Gradient Investments's portfolio in Q3 2026, its #376 holding.
  • Gradient Investments first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2014 and has held it in 16 quarters since.
  • 106 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.