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

Ironsides Asset 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	$413K	Hold	1,200	–	–	0.1%	61
2026 Q1	$359K	Hold	1,200	–	–	0.09%	60
2025 Q4	$378K	Hold	1,200	–	–	0.1%	57
2025 Q3	$369K	Hold	1,200	–	–	0.1%	47
2025 Q2	$342K	Hold	1,200	–	–	0.1%	45
2025 Q1	$308K	Hold	1,200	–	–	0.09%	50
2024 Q4	$324K	Hold	1,200	–	–	0.09%	53
2024 Q3	$316K	Hold	1,200	–	–	0.09%	59
2024 Q2	$300K	Hold	1,200	–	–	0.1%	54
2024 Q1	$288K	Hold	1,200	–	–	0.1%	59
2023 Q4	$262K	Hold	1,200	–	–	0.11%	51
2023 Q3	$235K	Hold	1,200	–	–	0.11%	59
2023 Q2	$243K	Hold	1,200	–	–	0.1%	65
2023 Q1	$224K	Hold	1,200	–	–	0.1%	73
2022 Q4	$209K	Buy	+1,200	New	+$211K	0.1%	74
2022 Q3	–	Sell	-1,200	Closed	-$207K	–	100
2022 Q2	$207K	Hold	1,200	–	–	0.08%	81
2022 Q1	$250K	Hold	1,200	–	–	0.08%	82
2021 Q4	$265K	Hold	1,200	–	–	0.07%	74
2021 Q3	$241K	Buy	+1,200	New	+$248K	0.08%	88
2017 Q1	–	Sell	-3,025	Closed	-$310K	–	142
2016 Q4	$310K	Hold	3,025	–	–	0.08%	125
2016 Q3	$300K	Hold	3,025	–	–	0.08%	132
2016 Q2	$290K	Sell	3,025 -18,500	-86%	-$1.76M	0.09%	119
2016 Q1	$2.02M	Buy	21,525 +3,025	+16%	+$270K	0.51%	47
2015 Q4	$1.73M	Hold	18,500	–	–	0.46%	51
2015 Q3	$1.64M	Buy	18,500 +1,000	+6%	+$93.4K	0.46%	45
2015 Q2	$1.67M	Sell	17,500 -2,500	-13%	-$242K	0.47%	48
2015 Q1	$1.9M	Hold	20,000	–	–	0.52%	43
2014 Q4	$1.89M	Hold	20,000	–	–	0.52%	44
2014 Q3	$1.81M	Hold	20,000	–	–	0.52%	48
2014 Q2	$1.8M	Buy	+20,000	New	+$1.75M	0.52%	43

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

Ironsides Asset Advisors's VV Position: Q2 2026 in Review

Ironsides Asset Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,200 shares worth $413K. The position accounts for 0.1% of the portfolio, ranked #61.

Ironsides Asset Advisors first reported a position in VV in Q2 2014 and has held it in 30 quarters since. The position peaked at $2.02M in Q1 2016. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Ironsides Asset Advisors held 1,200 shares of Vanguard Morningstar Large-Cap ETF worth $413K as of Q2 2026.
Ironsides Asset Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.1% of Ironsides Asset Advisors's portfolio in Q2 2026, its #61 holding.
Ironsides Asset Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2014 and has held it in 30 quarters since.
Ironsides Asset Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $2.02M in Q1 2016.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Ironsides Asset Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.