IA
VV icon

IFP Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

IFP 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 		$277K Buy
806
+14
+2% +$4.67K 0.01% 1327
2026
Q1 		$237K Buy
792
+8
+1% +$2.5K ﹤0.01% 1302
2025
Q4 		$247K Buy
784
+22
+3% +$6.87K 0.01% 1260
2025
Q3 		$235K Buy
762
+309
+68% +$91.5K 0.01% 1207
2025
Q2 		$129K Hold
453
– – ﹤0.01% 1501
2025
Q1 		$116K Buy
453
+13
+3% +$3.52K ﹤0.01% 1439
2024
Q4 		$119K Buy
440
+385
+700% +$104K ﹤0.01% 1388
2024
Q3 		$14.5K Buy
55
+2
+4% +$507 ﹤0.01% 2287
2024
Q2 		$13.2K Hold
53
– – ﹤0.01% 2245
2024
Q1 		$12.7K Sell
53
-90
-63% -$20.6K ﹤0.01% 2154
2023
Q4 		$31.2K Sell
143
-1,104
-89% -$226K ﹤0.01% 1740
2023
Q3 		$244K Buy
1,247
+66
+6% +$13.4K 0.01% 877
2023
Q2 		$239K Buy
1,181
+104
+10% +$19.9K 0.01% 936
2023
Q1 		$136K Sell
1,077
-450
-29% -$81.9K 0.01% 1104
2022
Q4 		$194K Buy
1,527
+128
+9% +$22.5K 0.01% 1371
2022
Q3 		$180K Buy
1,399
+22
+2% +$4K ﹤0.01% 1475
2022
Q2 		$176K Hold
1,377
– – 0.01% 1339
2022
Q1 		$176K Buy
1,377
+106
+8% +$21.8K 0.01% 1339
2021
Q4 		$281K Buy
1,271
+80
+7% +$17.2K 0.01% 811
2021
Q3 		$237K Buy
1,191
+2
+0.2% +$413 ﹤0.01% 875
2021
Q2 		$237K Sell
1,189
-25
-2% -$4.88K ﹤0.01% 825
2021
Q1 		$225K Sell
1,214
-269
-18% -$48.7K ﹤0.01% 782
2020
Q4 		$262K Sell
1,483
-150
-9% -$24.9K 0.01% 709
2020
Q3 		$256K Buy
1,633
+192
+13% +$29.6K 0.02% 620
2020
Q2 		$204K Buy
1,441
+775
+116% +$105K 0.02% 662
2020
Q1 		$80K Buy
666
+60
+10% +$8.43K 0.01% 931
2019
Q4 		$89K Sell
606
-58
-9% -$8.21K 0.01% 1005
2019
Q3 		$90K Buy
+664
New +$90.1K 0.01% 1111
2019
Q1 		$2K Sell
15
-2,565
-99% -$321K ﹤0.01% 2124
2018
Q4 		$294K Sell
2,580
-554
-18% -$68.6K 0.02% 724
2018
Q3 		$418K Sell
3,134
-67
-2% -$8.78K 0.02% 751
2018
Q2 		$399K Sell
3,201
-355
-10% -$44.1K 0.02% 753
2018
Q1 		$436K Hold
3,556
– – 0.02% 676
2017
Q4 		$436K Sell
3,556
-316
-8% -$37.8K 0.02% 676
2017
Q3 		$447K Buy
3,872
+135
+4% +$15.3K 0.02% 734
2017
Q2 		$415K Buy
3,737
+646
+21% +$71K 0.02% 751
2017
Q1 		$334K Buy
3,091
+93
+3% +$9.91K 0.01% 864
2016
Q4 		$307K Sell
2,998
-478
-14% -$47.9K 0.01% 840
2016
Q3 		$345K Buy
3,476
+138
+4% +$13.7K 0.02% 740
2016
Q2 		$320K Buy
3,338
+3,323
+22,153% +$315K 0.02% 760
2016
Q1 		$2K Sell
15
-1,752
-99% -$156K ﹤0.01% 2120
2015
Q4 		$165K Buy
+1,767
New +$166K 0.01% 931

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

IFP Advisors's VV Position: Q2 2026 in Review

IFP Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.8% in Q2 2026, buying an estimated $4.67K and bringing the position to 806 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #1327.

IFP Advisors first reported a position in VV in Q4 2015 and has held it in 42 quarters since. The position peaked at $447K in Q3 2017. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • IFP Advisors held 806 shares of Vanguard Morningstar Large-Cap ETF worth $277K as of Q2 2026.
  • IFP Advisors bought 14 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $4.67K.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1327 holding.
  • IFP Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $447K in Q3 2017.
  • 1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.