Intelligent Financial Strategies’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Intelligent Financial Strategies’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	$119K	Hold	346	–	–	0.06%	43
2026 Q1	$103K	Hold	346	–	–	0.05%	44
2025 Q4	$109K	Hold	346	–	–	0.05%	46
2025 Q3	$107K	Hold	346	–	–	0.05%	43
2025 Q2	$99K	Hold	346	–	–	0.05%	44
2025 Q1	$88.9K	Hold	346	–	–	0.05%	46
2024 Q4	$93.3K	Sell	346 -2	-0.6%	-$542	0.05%	46
2024 Q3	$91.9K	Hold	348	–	–	0.05%	47
2024 Q2	$87.2K	Hold	348	–	–	0.05%	46
2024 Q1	$83.4K	Hold	348	–	–	0.05%	48
2023 Q4	$75.9K	Sell	348 -2	-0.6%	-$409	0.05%	48
2023 Q3	$68.5K	Hold	350	–	–	0.05%	53
2023 Q2	$71K	Hold	350	–	–	0.05%	54
2023 Q1	$65.4K	Hold	350	–	–	0.05%	59
2022 Q4	$61K	Buy	350 +2	+0.6%	+$351	0.05%	60
2022 Q3	$57K	Buy	348 +1	+0.3%	+$182	0.06%	55
2022 Q2	$60K	Buy	347 +2	+0.6%	+$375	0.06%	57
2022 Q1	$72K	Buy	345 +1	+0.3%	+$205	0.07%	60
2021 Q4	$76K	Buy	+344	New	+$73.8K	0.07%	62

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

Intelligent Financial Strategies's VV Position: Q2 2026 in Review

Intelligent Financial Strategies held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 346 shares worth $119K. The position accounts for 0.06% of the portfolio, ranked #43.

Intelligent Financial Strategies first reported a position in VV in Q4 2021 and has held it in 19 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Intelligent Financial Strategies held 346 shares of Vanguard Morningstar Large-Cap ETF worth $119K as of Q2 2026.
Intelligent Financial Strategies left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.06% of Intelligent Financial Strategies's portfolio in Q2 2026, its #43 holding.
Intelligent Financial Strategies first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.