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JFS Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

JFS Wealth 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 		$335K Sell
975
-80
-8% -$26.7K 0.02% 275
2026
Q1 		$315K Buy
1,055
+2
+0.2% +$626 0.02% 273
2025
Q4 		$332K Buy
1,053
+3
+0.3% +$937 0.02% 261
2025
Q3 		$323K Sell
1,050
-347
-25% -$103K 0.02% 272
2025
Q2 		$398K Sell
1,397
-1,020
-42% -$269K 0.03% 229
2025
Q1 		$621K Sell
2,417
-533
-18% -$144K 0.04% 182
2024
Q4 		$796K Sell
2,950
-14,213
-83% -$3.85M 0.05% 156
2024
Q3 		$4.52M Buy
17,163
+2,272
+15% +$576K 0.3% 56
2024
Q2 		$3.72M Sell
14,891
-2,697
-15% -$648K 0.29% 54
2024
Q1 		$4.22M Buy
17,588
+2,275
+15% +$521K 0.33% 51
2023
Q4 		$3.34M Buy
15,313
+42
+0.3% +$8.59K 0.28% 55
2023
Q3 		$2.99M Sell
15,271
-9,785
-39% -$1.99M 0.28% 56
2023
Q2 		$5.08M Buy
25,056
+2
+0% +$383 0.46% 43
2023
Q1 		$4.68M Buy
25,054
+2
+0% +$364 0.44% 46
2022
Q4 		$4.36M Buy
25,052
+3
+0% +$526 0.43% 46
2022
Q3 		$4.1M Buy
25,049
+3
+0% +$545 0.45% 40
2022
Q2 		$4.32M Buy
25,046
+2
+0% +$375 0.46% 39
2022
Q1 		$5.22M Buy
25,044
+1
+0% +$205 0.49% 38
2021
Q4 		$5.54M Buy
25,043
+3,131
+14% +$671K 0.52% 35
2021
Q3 		$4.4M Buy
21,912
+12,664
+137% +$2.62M 0.45% 45
2021
Q2 		$1.86M Buy
9,248
+8,588
+1,301% +$1.68M 0.28% 58
2021
Q1 		$122K Buy
660
+108
+20% +$19.6K 0.02% 179
2020
Q4 		$97K Buy
552
+4
+0.7% +$665 0.02% 194
2020
Q3 		$86K Buy
548
+2
+0.4% +$308 0.02% 190
2020
Q2 		$78K Buy
546
+3
+0.6% +$406 0.02% 198
2020
Q1 		$64K Hold
543
– – 0.02% 205
2019
Q4 		$80K Buy
543
+3
+0.6% +$424 0.02% 208
2019
Q3 		$74K Buy
540
+5
+0.9% +$679 0.02% 215
2019
Q2 		$72K Buy
535
+3
+0.6% +$397 0.02% 215
2019
Q1 		$69K Hold
532
– – 0.02% 211
2018
Q4 		$61K Buy
532
+5
+0.9% +$619 0.02% 211
2018
Q3 		$70K Hold
527
– – 0.02% 223
2018
Q2 		$66K Sell
527
-47
-8% -$5.84K 0.02% 225
2018
Q1 		$70K Buy
574
+2
+0.3% +$251 0.02% 220
2017
Q4 		$70K Buy
572
+3
+0.5% +$358 0.02% 228
2017
Q3 		$66K Buy
569
+3
+0.5% +$340 0.02% 220
2017
Q2 		$63K Sell
566
-30
-5% -$3.3K 0.02% 206
2017
Q1 		$61K Hold
596
– – 0.02% 207
2016
Q4 		$61K Buy
596
+3
+0.5% +$300 0.02% 207
2016
Q3 		$59K Sell
593
-18
-3% -$1.78K 0.02% 225
2016
Q2 		$59K Buy
611
+2
+0.3% +$190 0.02% 240
2016
Q1 		$57K Buy
609
+3
+0.5% +$267 0.02% 222
2015
Q4 		$57K Buy
606
+7
+1% +$659 0.02% 239
2015
Q3 		$53K Buy
599
+2
+0.3% +$187 0.02% 208
2015
Q2 		$57K Buy
597
+3
+0.5% +$290 0.03% 173
2015
Q1 		$57K Sell
594
-110
-16% -$10.4K 0.03% 174
2014
Q4 		$66K Sell
704
-324
-32% -$29.9K 0.01% 157
2014
Q3 		$93K Buy
1,028
+3
+0.3% +$273 0.02% 131
2014
Q2 		$92K Sell
1,025
-15,845
-94% -$1.38M 0.02% 133
2014
Q1 		$1.45M Sell
16,870
-19,055
-53% -$1.61M 0.8% 29
2013
Q4 		$3.05M Sell
35,925
-941
-3% -$76.5K 1.33% 18
2013
Q3 		$2.85M Sell
36,866
-3,583
-9% -$276K 1.33% 19
2013
Q2 		$2.97M Buy
+40,449
New +$2.98M 1.49% 18

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

JFS Wealth Advisors's VV Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 7.6% in Q2 2026, selling an estimated $26.7K and leaving 975 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #275.

JFS Wealth Advisors first reported a position in VV in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.54M in Q4 2021. 629 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • JFS Wealth Advisors held 975 shares of Vanguard Morningstar Large-Cap ETF worth $335K as of Q2 2026.
  • JFS Wealth Advisors sold 80 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $26.7K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #275 holding.
  • JFS Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • JFS Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $5.54M in Q4 2021.
  • 629 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.