JWCA
VV icon

J.W. Cole Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

J.W. Cole 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 		$5.37M Buy
+15,603
New +$5.21M 0.09% 231
2026
Q1 		– Sell
-16,558
Closed -$4.78M – 1476
2025
Q4 		$4.78M Buy
16,558
+336
+2% +$105K 0.12% 176
2025
Q3 		$4.99M Buy
16,222
+842
+5% +$249K 0.1% 214
2025
Q2 		$4.39M Buy
15,380
+1,788
+13% +$471K 0.09% 207
2025
Q1 		$3.49M Buy
13,592
+3,627
+36% +$982K 0.11% 195
2024
Q4 		$2.69M Sell
9,965
-321
-3% -$87K 0.11% 185
2024
Q3 		$2.71M Buy
10,286
+41
+0.4% +$10.4K 0.11% 187
2024
Q2 		$2.56M Buy
10,245
+726
+8% +$174K 0.12% 174
2024
Q1 		$2.28M Buy
9,519
+350
+4% +$80.1K 0.12% 191
2023
Q4 		$2M Sell
9,169
-1,082
-11% -$221K 0.12% 191
2023
Q3 		$2.01M Sell
10,251
-1,297
-11% -$264K 0.15% 159
2023
Q2 		$2.34M Sell
11,548
-187
-2% -$35.8K 0.17% 146
2023
Q1 		$2.19M Sell
11,735
-10,290
-47% -$1.87M 0.16% 151
2022
Q4 		$3.84M Sell
22,025
-2,591
-11% -$455K 0.3% 78
2022
Q3 		$4.03M Buy
24,616
+660
+3% +$120K 0.34% 67
2022
Q2 		$4.13M Buy
23,956
+9,332
+64% +$1.75M 0.33% 68
2022
Q1 		$3.05M Buy
14,624
+1,605
+12% +$330K 0.2% 122
2021
Q4 		$2.88M Buy
+13,019
New +$2.79M 0.19% 129
2021
Q3 		– Sell
-7,898
Closed -$1.58M – 787
2021
Q2 		$1.58M Buy
7,898
+3,629
+85% +$708K 0.12% 190
2021
Q1 		$791K Buy
4,269
+408
+11% +$73.9K 0.08% 286
2020
Q4 		$678K Sell
3,861
-456
-11% -$75.8K 0.07% 284
2020
Q3 		$675K Buy
+4,317
New +$666K 0.05% 341
2020
Q1 		– Sell
-5,610
Closed -$829K – 505
2019
Q4 		$829K Buy
+5,610
New +$794K 0.1% 215

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

J.W. Cole Advisors's VV Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 15,603 shares worth $5.37M. The stake represents 0.09% of the portfolio and ranks #231 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in VV as recently as Q4 2025.

J.W. Cole Advisors first reported a position in VV in Q4 2019 and has held it in 23 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • J.W. Cole Advisors held 15,603 shares of Vanguard Morningstar Large-Cap ETF worth $5.37M as of Q2 2026.
  • Vanguard Morningstar Large-Cap ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.09% of J.W. Cole Advisors's portfolio in Q2 2026, its #231 holding.
  • J.W. Cole Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.