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Independent Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Independent Financial 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 		$3.04M Buy
8,840
+568
+7% +$189K 0.06% 342
2026
Q1 		$2.47M Sell
8,272
-218
-3% -$68.2K 0.06% 350
2025
Q4 		$2.67M Buy
8,490
+139
+2% +$43.4K 0.06% 314
2025
Q3 		$2.57M Buy
8,351
+377
+5% +$112K 0.06% 309
2025
Q2 		$2.27M Sell
7,974
-123
-2% -$32.4K 0.06% 306
2025
Q1 		$2.08M Sell
8,097
-628
-7% -$170K 0.07% 267
2024
Q4 		$2.35M Buy
8,725
+27
+0.3% +$7.32K 0.08% 249
2024
Q3 		$2.29M Sell
8,698
-882
-9% -$224K 0.08% 247
2024
Q2 		$2.39M Sell
9,580
-1,975
-17% -$474K 0.1% 199
2024
Q1 		$2.77M Sell
11,555
-1,249
-10% -$286K 0.13% 158
2023
Q4 		$2.79M Buy
12,804
+228
+2% +$46.6K 0.15% 153
2023
Q3 		$2.46M Sell
12,576
-105
-0.8% -$21.4K 0.16% 138
2023
Q2 		$2.57M Sell
12,681
-5,285
-29% -$1.01M 0.18% 122
2023
Q1 		$3.36M Buy
17,966
+371
+2% +$67.5K 0.27% 82
2022
Q4 		$3.07M Sell
17,595
-1,520
-8% -$267K 0.26% 76
2022
Q3 		$3.13M Buy
19,115
+1,992
+12% +$362K 0.28% 64
2022
Q2 		$2.95M Buy
17,123
+1,786
+12% +$335K 0.32% 65
2022
Q1 		$3.2M Buy
15,337
+785
+5% +$161K 0.26% 75
2021
Q4 		$3.22M Sell
14,552
-1,790
-11% -$384K 0.27% 74
2021
Q3 		$3.28M Sell
16,342
-2,692
-14% -$556K 0.34% 63
2021
Q2 		$3.82M Buy
19,034
+2,510
+15% +$490K 0.41% 44
2021
Q1 		$3.06M Buy
16,524
+2,271
+16% +$412K 0.4% 50
2020
Q4 		$2.5M Buy
14,253
+6,217
+77% +$1.03M 0.37% 58
2020
Q3 		$1.26M Buy
8,036
+2,032
+34% +$313K 0.24% 102
2020
Q2 		$859K Buy
6,004
+1,980
+49% +$268K 0.19% 136
2020
Q1 		$477K Buy
+4,024
New +$565K 0.14% 179

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

Independent Financial Group's VV Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.9% in Q2 2026, buying an estimated $189K and bringing the position to 8,840 shares worth $3.04M. The position accounts for 0.06% of the portfolio, ranked #342.

Independent Financial Group first reported a position in VV in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.82M in Q2 2021. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Independent Financial Group held 8,840 shares of Vanguard Morningstar Large-Cap ETF worth $3.04M as of Q2 2026.
  • Independent Financial Group bought 568 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $189K.
  • Vanguard Morningstar Large-Cap ETF made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #342 holding.
  • Independent Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Vanguard Morningstar Large-Cap ETF position peaked at $3.82M in Q2 2021.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.