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Innovative Asset Advisors Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Innovative Asset Advisors 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 		$1.87M Buy
5,430
+258
+5% +$86.1K 0.82% 24
2026
Q1 		$1.55M Buy
+5,172
New +$1.62M 0.89% 20

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Innovative Asset Advisors Group's VV Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 5% in Q2 2026, buying an estimated $86.1K and bringing the position to 5,430 shares worth $1.87M. The position accounts for 0.82% of the portfolio, ranked #24.

Innovative Asset Advisors Group first reported a position in VV in Q1 2026 and has held it in 2 quarters since. 1,332 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Innovative Asset Advisors Group held 5,430 shares of Vanguard Morningstar Large-Cap ETF worth $1.87M as of Q2 2026.
  • Innovative Asset Advisors Group bought 258 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $86.1K.
  • Vanguard Morningstar Large-Cap ETF made up 0.82% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #24 holding.
  • Innovative Asset Advisors Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.