IMA Advisory Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

IMA Advisory Services’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	$16.1M	Sell	47,559 -216,752	-82%	-$72.3M	1.01%	23
2026 Q1	$78.8M	Buy	264,311 +1,626	+0.6%	+$509K	7.69%	1
2025 Q4	$82.5M	Buy	262,685 +12,697	+5%	+$3.96M	7.92%	1
2025 Q3	$76.8M	Buy	249,988 +27,745	+12%	+$8.22M	7.74%	1
2025 Q2	$63.1M	Buy	222,243 +13,953	+7%	+$3.68M	6.77%	2
2025 Q1	$53.3M	Buy	208,290 +40,885	+24%	+$11.1M	6.32%	3
2024 Q4	$45M	Buy	+167,405	New	+$45.4M	5.41%	4

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

IMA Advisory Services's VV Position: Q2 2026 in Review

IMA Advisory Services reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 82% in Q2 2026, selling an estimated $72.3M and leaving 47,559 shares worth $16.1M. The position accounts for 1.01% of the portfolio, ranked #23.

IMA Advisory Services first reported a position in VV in Q4 2024 and has held it in 7 quarters since. The position peaked at $82.5M in Q4 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

IMA Advisory Services held 47,559 shares of Vanguard Morningstar Large-Cap ETF worth $16.1M as of Q2 2026.
IMA Advisory Services sold 216,752 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $72.3M.
Vanguard Morningstar Large-Cap ETF made up 1.01% of IMA Advisory Services's portfolio in Q2 2026, its #23 holding.
IMA Advisory Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
IMA Advisory Services's Vanguard Morningstar Large-Cap ETF position peaked at $82.5M in Q4 2025.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.