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

JNBA 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
Q1 		$23.3M Buy
77,840
+15,243
+24% +$4.77M 1.94% 12
2025
Q4 		$19.7M Sell
62,597
-466
-0.7% -$146K 1.72% 12
2025
Q3 		$19.4M Buy
63,063
+99
+0.2% +$29.3K 1.76% 12
2025
Q2 		$18M Buy
62,964
+30,518
+94% +$8.04M 1.73% 13
2025
Q1 		$8.34M Buy
32,446
+1,678
+5% +$455K 0.86% 25
2024
Q4 		$8.3M Buy
30,768
+1
+0% +$271 0.85% 24
2024
Q3 		$8.1M Sell
30,767
-92
-0.3% -$23.3K 0.82% 26
2024
Q2 		$7.7M Buy
30,859
+210
+0.7% +$50.4K 0.81% 28
2024
Q1 		$7.35M Buy
30,649
+189
+0.6% +$43.2K 0.77% 30
2023
Q4 		$6.64M Sell
30,460
-1,152
-4% -$235K 0.76% 36
2023
Q3 		$6.19M Sell
31,612
-2,946
-9% -$600K 0.77% 33
2023
Q2 		$7.01M Sell
34,558
-552
-2% -$106K 0.84% 33
2023
Q1 		$6.56M Sell
35,110
-589
-2% -$107K 0.85% 31
2022
Q4 		$6.22M Sell
35,699
-1,481
-4% -$260K 0.86% 31
2022
Q3 		$6.08M Sell
37,180
-535
-1% -$97.3K 0.94% 32
2022
Q2 		$6.5M Sell
37,715
-148
-0.4% -$27.8K 0.99% 29
2022
Q1 		$7.89M Sell
37,863
-6,571
-15% -$1.35M 1.05% 29
2021
Q4 		$9.82M Sell
44,434
-1,898
-4% -$407K 1.2% 27
2021
Q3 		$9.31M Sell
46,332
-1,080
-2% -$223K 1.25% 23
2021
Q2 		$9.52M Sell
47,412
-931
-2% -$182K 1.29% 22
2021
Q1 		$8.96M Sell
48,343
-1,759
-4% -$319K 1.3% 21
2020
Q4 		$8.8M Sell
50,102
-940
-2% -$156K 1.45% 20
2020
Q3 		$7.99M Sell
51,042
-936
-2% -$144K 1.61% 16
2020
Q2 		$7.43M Sell
51,978
-23,488
-31% -$3.18M 1.59% 16
2020
Q1 		$8.94M Sell
75,466
-7,038
-9% -$989K 2.15% 11
2019
Q4 		$12.2M Sell
82,504
-8,049
-9% -$1.14M 2.33% 8
2019
Q3 		$12.3M Sell
90,553
-2,643
-3% -$359K 2.51% 10
2019
Q2 		$12.6M Sell
93,196
-1,124
-1% -$149K 2.56% 10
2019
Q1 		$12.2M Sell
94,320
-3,760
-4% -$470K 2.63% 10
2018
Q4 		$11.3M Buy
98,080
+97,977
+95,123% +$12.1M 2.55% 10
2018
Q3 		$14K Sell
103
-172,725
-100% -$22.6M 0.01% 346
2018
Q2 		$21.6M Sell
172,828
-3,689
-2% -$458K 4.56% 7
2018
Q1 		$21.4M Sell
176,517
-4,689
-3% -$589K 4.58% 7
2017
Q4 		$22.2M Buy
181,206
+4,755
+3% +$568K 4.67% 7
2017
Q3 		$20.4M Buy
176,451
+111,874
+173% +$12.7M 4.55% 8
2017
Q2 		$7.17M Buy
64,577
+12,833
+25% +$1.41M 1.63% 13
2017
Q1 		$5.59M Buy
51,744
+4,377
+9% +$467K 1.32% 16
2016
Q4 		$4.85M Buy
47,367
+47,000
+12,807% +$4.71M 1.18% 16
2016
Q3 		$36K Sell
367
-40,043
-99% -$3.97M 0.01% 627
2016
Q2 		$3.87M Sell
40,410
-1,097
-3% -$104K 1.08% 20
2016
Q1 		$3.9M Buy
41,507
+11,321
+38% +$1.01M 1.4% 15
2015
Q4 		$2.82M Buy
30,186
+2,198
+8% +$207K 1.08% 17
2015
Q3 		$2.46M Buy
27,988
+2,403
+9% +$224K 1.05% 16
2015
Q2 		$2.43M Sell
25,585
-192
-0.7% -$18.6K 0.92% 16
2015
Q1 		$2.45M Sell
25,777
-43
-0.2% -$4.08K 0.94% 16
2014
Q4 		$2.44M Sell
25,820
-191
-0.7% -$17.6K 0.98% 16
2014
Q3 		$2.35M Hold
26,011
– – 1.07% 17
2014
Q2 		$2.34M Sell
26,011
-295
-1% -$25.8K 1.13% 17
2014
Q1 		$2.26M Sell
26,306
-146
-0.6% -$12.3K 1.19% 17
2013
Q4 		$2.24M Sell
26,452
-839
-3% -$68.2K 1.23% 18
2013
Q3 		$2.11M Sell
27,291
-389
-1% -$29.9K 1.32% 18
2013
Q2 		$2.03M Buy
+27,680
New +$2.04M 1.4% 18

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JNBA Financial Advisors's VV Position: Q1 2026 in Review

JNBA Financial Advisors increased its Vanguard Large-Cap ETF (VV) stake by 24% in Q1 2026, buying an estimated $4.77M and bringing the position to 77,840 shares worth $23.3M. The position accounts for 1.94% of the portfolio, ranked #12.

JNBA Financial Advisors first reported a position in VV in Q2 2013 and has held it in 52 quarters since. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • JNBA Financial Advisors held 77,840 shares of Vanguard Large-Cap ETF worth $23.3M as of Q1 2026.
  • JNBA Financial Advisors bought 15,243 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $4.77M.
  • Vanguard Large-Cap ETF made up 1.94% of JNBA Financial Advisors's portfolio in Q1 2026, its #12 holding.
  • JNBA Financial Advisors first reported a position in Vanguard Large-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.