IFG
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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
Q3 		$3.04M Sell
8,639
-201
-2% -$70.4K 0.06% 345
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Independent Financial Group's VV Position: Q3 2026 in Review

Independent Financial Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.3% in Q3 2026, selling an estimated $70.4K and leaving 8,639 shares worth $3.04M. The position accounts for 0.06% of the portfolio, ranked #345.

Independent Financial Group first reported a position in VV in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.82M in Q2 2021. 133 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Independent Financial Group held 8,639 shares of Vanguard Morningstar Large-Cap ETF worth $3.04M as of Q3 2026.
  • Independent Financial Group sold 201 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $70.4K.
  • Vanguard Morningstar Large-Cap ETF made up 0.06% of Independent Financial Group's portfolio in Q3 2026, its #345 holding.
  • Independent Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 27 quarters since.
  • Independent Financial Group's Vanguard Morningstar Large-Cap ETF position peaked at $3.82M in Q2 2021.
  • 133 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.