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Great Valley Advisor Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Great Valley Advisor 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 		$7.96M Sell
23,141
-441
-2% -$147K 0.13% 167
2026
Q1 		$7.05M Sell
23,582
-57
-0.2% -$17.8K 0.13% 156
2025
Q4 		$7.44M Buy
23,639
+456
+2% +$142K 0.14% 144
2025
Q3 		$7.14M Sell
23,183
-301
-1% -$89.1K 0.14% 143
2025
Q2 		$6.7M Sell
23,484
-139
-0.6% -$36.6K 0.15% 145
2025
Q1 		$6.07M Buy
23,623
+619
+3% +$168K 0.13% 161
2024
Q4 		$6.2M Buy
23,004
+102
+0.4% +$27.6K 0.14% 147
2024
Q3 		$6.03M Buy
22,902
+699
+3% +$177K 0.15% 147
2024
Q2 		$5.54M Sell
22,203
-73
-0.3% -$17.5K 0.16% 143
2024
Q1 		$5.34M Buy
22,276
+123
+0.6% +$28.1K 0.16% 136
2023
Q4 		$4.83M Buy
22,153
+815
+4% +$167K 0.17% 144
2023
Q3 		$4.18M Sell
21,338
-423
-2% -$86.1K 0.17% 143
2023
Q2 		$4.41M Sell
21,761
-2,347
-10% -$450K 0.18% 135
2023
Q1 		$4.5M Buy
24,108
+382
+2% +$69.6K 0.21% 125
2022
Q4 		$4.13M Sell
23,726
-574
-2% -$101K 0.21% 114
2022
Q3 		$3.97M Sell
24,300
-29
-0.1% -$5.27K 0.22% 112
2022
Q2 		$4.19M Buy
24,329
+5,027
+26% +$944K 0.23% 109
2022
Q1 		$4.03M Sell
19,302
-15
-0.1% -$3.08K 0.23% 107
2021
Q4 		$4.26M Sell
19,317
-292
-1% -$62.6K 0.26% 101
2021
Q3 		$3.94M Buy
19,609
+222
+1% +$45.9K 0.27% 101
2021
Q2 		$3.89M Hold
19,387
– – 0.29% 88
2021
Q1 		$3.59M Buy
19,387
+1,572
+9% +$285K 0.35% 69
2020
Q4 		$3.13M Sell
17,815
-310
-2% -$51.5K 0.32% 71
2020
Q3 		$2.84M Buy
18,125
+152
+0.8% +$23.4K 0.35% 67
2020
Q2 		$2.57M Buy
17,973
+172
+1% +$23.3K 0.42% 62
2020
Q1 		$2.11M Buy
17,801
+1,609
+10% +$226K 0.56% 48
2019
Q4 		$2.39M Buy
16,192
+11
+0.1% +$1.56K 0.53% 52
2019
Q3 		$2.21M Sell
16,181
-243
-1% -$33K 0.53% 57
2019
Q2 		$2.21M Sell
16,424
-15,589
-49% -$2.06M 0.56% 54
2019
Q1 		$4.15M Buy
32,013
+16,291
+104% +$2.04M 1.32% 12
2018
Q4 		$1.81M Buy
+15,722
New +$1.95M 0.67% 32

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

Great Valley Advisor Group's VV Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.9% in Q2 2026, selling an estimated $147K and leaving 23,141 shares worth $7.96M. The position accounts for 0.13% of the portfolio, ranked #167.

Great Valley Advisor Group first reported a position in VV in Q4 2018 and has held it in 31 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Great Valley Advisor Group held 23,141 shares of Vanguard Morningstar Large-Cap ETF worth $7.96M as of Q2 2026.
  • Great Valley Advisor Group sold 441 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $147K.
  • Vanguard Morningstar Large-Cap ETF made up 0.13% of Great Valley Advisor Group's portfolio in Q2 2026, its #167 holding.
  • Great Valley Advisor Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.