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Interactive Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Interactive Financial 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 		$4.26M Buy
13,407
+1,018
+8% +$340K 2.6% 13
2026
Q1 		$3.7M Sell
12,389
-1,285
-9% -$402K 2.42% 13
2025
Q4 		$4.3M Sell
13,674
-1,204
-8% -$376K 2.78% 12
2025
Q3 		$4.58M Sell
14,878
-617
-4% -$183K 2.48% 12
2025
Q2 		$4.42M Sell
15,495
-839
-5% -$221K 2.16% 14
2025
Q1 		$4.2M Buy
16,334
+867
+6% +$235K 2.22% 14
2024
Q4 		$4.17M Sell
15,467
-1,717
-10% -$465K 2.19% 15
2024
Q3 		$4.52M Buy
17,184
+335
+2% +$85K 2.33% 13
2024
Q2 		$4.21M Buy
16,849
+75
+0.4% +$18K 2.32% 13
2024
Q1 		$4.02M Buy
16,774
+14,842
+768% +$3.4M 2.22% 13
2023
Q4 		$226K Sell
1,932
-11,851
-86% -$2.42M 0.12% 80
2023
Q3 		$2.7M Buy
13,783
+738
+6% +$150K 1.82% 14
2023
Q2 		$2.64M Sell
13,045
-2,066
-14% -$396K 1.8% 13
2023
Q1 		$2.82M Sell
15,111
-133
-0.9% -$24.2K 1.81% 11
2022
Q4 		$2.66M Buy
15,244
+813
+6% +$143K 1.59% 16
2022
Q3 		$2.36M Buy
14,431
+11
+0.1% +$2K 1.37% 14
2022
Q2 		$2.68M Buy
14,420
+4,109
+40% +$771K 1.35% 20
2022
Q1 		$2.15M Sell
10,311
-3,584
-26% -$736K 1.01% 26
2021
Q4 		$3.07M Buy
13,895
+403
+3% +$86.4K 1.17% 27
2021
Q3 		$2.71M Sell
13,492
-477
-3% -$98.6K 1.18% 25
2021
Q2 		$2.8M Sell
13,969
-4,088
-23% -$798K 1.14% 26
2021
Q1 		$3.35M Buy
18,057
+2,551
+16% +$462K 1.4% 24
2020
Q4 		$2.73M Sell
15,506
-86
-0.6% -$14.3K 1.24% 23
2020
Q3 		$2.44M Sell
15,592
-5
-0% -$771 1.21% 21
2020
Q2 		$2.23M Buy
15,597
+79
+0.5% +$10.7K 1.1% 22
2020
Q1 		$1.84M Buy
15,518
+369
+2% +$51.8K 1.62% 13
2019
Q4 		$2.24M Buy
15,149
+217
+1% +$30.7K 1.01% 23
2019
Q3 		$2.04M Buy
14,932
+573
+4% +$77.8K 0.94% 24
2019
Q2 		$1.93M Buy
14,359
+227
+2% +$30K 0.89% 25
2019
Q1 		$1.83M Buy
14,132
+966
+7% +$121K 0.88% 24
2018
Q4 		$1.51M Buy
13,166
+484
+4% +$59.9K 0.78% 25
2018
Q3 		$1.69M Buy
12,682
+574
+5% +$75.2K 0.8% 26
2018
Q2 		$1.51M Sell
12,108
-472
-4% -$58.6K 0.71% 27
2018
Q1 		$1.52M Sell
12,580
-1,609
-11% -$202K 0.73% 26
2017
Q4 		$1.74M Sell
14,189
-215
-1% -$25.7K 0.76% 25
2017
Q3 		$1.66M Buy
14,404
+896
+7% +$101K 0.76% 22
2017
Q2 		$1.5M Buy
13,508
+240
+2% +$26.4K 0.71% 26
2017
Q1 		$1.43M Buy
13,268
+194
+1% +$20.7K 0.7% 27
2016
Q4 		$1.34M Sell
13,074
-28
-0.2% -$2.8K 0.67% 27
2016
Q3 		$1.3M Buy
13,102
+310
+2% +$30.7K 0.65% 30
2016
Q2 		$1.23M Buy
12,792
+165
+1% +$15.7K 0.65% 29
2016
Q1 		$1.19M Buy
12,627
+355
+3% +$31.6K 0.73% 27
2015
Q4 		$1.15M Buy
12,272
+97
+0.8% +$9.13K 0.67% 26
2015
Q3 		$1.07M Buy
12,175
+458
+4% +$42.8K 0.61% 28
2015
Q2 		$1.11M Sell
11,717
-923
-7% -$89.4K 0.6% 32
2015
Q1 		$1.2M Sell
12,640
-2,028
-14% -$193K 0.65% 30
2014
Q4 		$1.39M Buy
14,668
+3
+0% +$277 0.76% 27
2014
Q3 		$1.33M Sell
14,665
-2
-0% -$182 0.75% 27
2014
Q2 		$1.32M Buy
14,667
+499
+4% +$43.6K 0.75% 29
2014
Q1 		$1.22M Sell
14,168
-65
-0.5% -$5.49K 0.71% 28
2013
Q4 		$1.21M Buy
14,233
+83
+0.6% +$6.75K 0.71% 26
2013
Q3 		$1.09M Sell
14,150
-397
-3% -$30.5K 0.67% 26
2013
Q2 		$1.07M Buy
+14,547
New +$1.07M 0.79% 19

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Interactive Financial Advisors's VV Position: Q2 2026 in Review

Interactive Financial Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 8.2% in Q2 2026, buying an estimated $340K and bringing the position to 13,407 shares worth $4.26M. The position accounts for 2.6% of the portfolio, ranked #13.

Interactive Financial Advisors first reported a position in VV in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.58M in Q3 2025. 1,368 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Interactive Financial Advisors held 13,407 shares of Vanguard Morningstar Large-Cap ETF worth $4.26M as of Q2 2026.
  • Interactive Financial Advisors bought 1,018 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $340K.
  • Vanguard Morningstar Large-Cap ETF made up 2.6% of Interactive Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • Interactive Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Interactive Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $4.58M in Q3 2025.
  • 1,368 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.