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

Index Fund 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	$514K	Buy	1,494 +111	+8%	+$37K	0.02%	89
2026 Q1	$413K	Buy	1,383 +1	+0.1%	+$313	0.02%	88
2025 Q4	$435K	Buy	1,382 +1	+0.1%	+$312	0.02%	98
2025 Q3	$425K	Buy	1,381 +1	+0.1%	+$296	0.02%	95
2025 Q2	$394K	Hold	1,380	–	–	0.02%	102
2025 Q1	$355K	Buy	+1,380	New	+$374K	0.02%	63
2022 Q2	–	Sell	-1,269	Closed	-$265K	–	102
2022 Q1	$265K	Buy	1,269 +6	+0.5%	+$1.23K	0.02%	84
2021 Q4	$279K	Buy	+1,263	New	+$271K	0.02%	82

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

Index Fund Advisors's VV Position: Q2 2026 in Review

Index Fund Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 8% in Q2 2026, buying an estimated $37K and bringing the position to 1,494 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #89.

Index Fund Advisors first reported a position in VV in Q4 2021 and has held it in 8 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Index Fund Advisors held 1,494 shares of Vanguard Morningstar Large-Cap ETF worth $514K as of Q2 2026.
Index Fund Advisors bought 111 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $37K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Index Fund Advisors's portfolio in Q2 2026, its #89 holding.
Index Fund Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 8 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.