Integrated Advisors Network’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Integrated Advisors Network’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	$11.8M	Sell	34,200 -411	-1%	-$137K	0.54%	39
2026 Q1	$10.3M	Buy	34,611 +124	+0.4%	+$38.8K	0.54%	37
2025 Q4	$10.9M	Sell	34,487 -5,325	-13%	-$1.66M	0.48%	41
2025 Q3	$12.3M	Sell	39,812 -1,921	-5%	-$569K	0.51%	40
2025 Q2	$11.9M	Buy	41,733 +39,473	+1,747%	+$10.4M	0.54%	36
2025 Q1	$581K	Sell	2,260 -495	-18%	-$134K	0.03%	434
2024 Q4	$743K	Buy	2,755 +1	+0%	+$271	0.04%	362
2024 Q3	$725K	Sell	2,754 -11	-0.4%	-$2.79K	0.03%	381
2024 Q2	$690K	Buy	2,765 +26	+0.9%	+$6.25K	0.04%	377
2024 Q1	$657K	Sell	2,739 -110	-4%	-$25.2K	0.03%	397
2023 Q4	$622K	Sell	2,849 -35	-1%	-$7.15K	0.04%	376
2023 Q3	$564K	Sell	2,884 -29	-1%	-$5.91K	0.03%	387
2023 Q2	$591K	Buy	2,913 +6	+0.2%	+$1.15K	0.03%	389
2023 Q1	$543K	Buy	2,907 +150	+5%	+$27.3K	0.03%	407
2022 Q4	$480K	Sell	2,757 -102	-4%	-$17.9K	0.03%	424
2022 Q3	$468K	Buy	2,859 +90	+3%	+$16.4K	0.03%	411
2022 Q2	$477K	Buy	2,769 +194	+8%	+$36.4K	0.03%	431
2022 Q1	$537K	Buy	2,575 +268	+12%	+$55K	0.03%	422
2021 Q4	$510K	Sell	2,307 -25	-1%	-$5.36K	0.03%	412
2021 Q3	$469K	Buy	2,332 +1,147	+97%	+$237K	0.03%	415
2021 Q2	$238K	Sell	1,185 -72	-6%	-$14.1K	0.02%	528
2021 Q1	$233K	Sell	1,257 -96	-7%	-$17.4K	0.02%	488
2020 Q4	$238K	Sell	1,353 -82	-6%	-$13.6K	0.03%	444
2020 Q3	$224K	Sell	1,435 -609	-30%	-$93.9K	0.03%	399
2020 Q2	$292K	Sell	2,044 -19	-0.9%	-$2.57K	0.03%	355
2020 Q1	$244K	Buy	2,063 +313	+18%	+$44K	0.05%	309
2019 Q4	$259K	Buy	+1,750	New	+$248K	0.03%	354

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

Integrated Advisors Network's VV Position: Q2 2026 in Review

Integrated Advisors Network reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.2% in Q2 2026, selling an estimated $137K and leaving 34,200 shares worth $11.8M. The position accounts for 0.54% of the portfolio, ranked #39.

Integrated Advisors Network first reported a position in VV in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.3M in Q3 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Integrated Advisors Network held 34,200 shares of Vanguard Morningstar Large-Cap ETF worth $11.8M as of Q2 2026.
Integrated Advisors Network sold 411 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $137K.
Vanguard Morningstar Large-Cap ETF made up 0.54% of Integrated Advisors Network's portfolio in Q2 2026, its #39 holding.
Integrated Advisors Network first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Integrated Advisors Network's Vanguard Morningstar Large-Cap ETF position peaked at $12.3M in Q3 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.