Independent Advisor Alliance’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Independent Advisor Alliance’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	–	Sell	-1,970	Closed	-$589K	–	1629
2026 Q1	$589K	Buy	+1,970	New	+$616K	0.01%	1045
2025 Q1	–	Sell	-3,017	Closed	-$814K	–	1365
2024 Q4	$814K	Buy	+3,017	New	+$818K	0.01%	792
2020 Q1	–	Sell	-2,712	Closed	-$401K	–	866
2019 Q4	$401K	Buy	+2,712	New	+$384K	0.02%	588

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

Independent Advisor Alliance's VV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 1,970 shares — an estimated $589K sold.

Independent Advisor Alliance first reported a position in VV in Q4 2019 and held it in 3 quarters. The position peaked at $814K in Q4 2024. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Independent Advisor Alliance reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 1,970 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $589K.
Independent Advisor Alliance first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's Vanguard Morningstar Large-Cap ETF position peaked at $814K in Q4 2024.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.