Kestra Advisory Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Kestra Advisory Services’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	$16.8M	Buy	48,958 +1,003	+2%	+$335K	0.05%	360
2026 Q1	$14.3M	Buy	47,955 +4,785	+11%	+$1.5M	0.05%	356
2025 Q4	$13.6M	Sell	43,170 -761	-2%	-$238K	0.06%	331
2025 Q3	$13.5M	Sell	43,931 -463	-1%	-$137K	0.06%	314
2025 Q2	$12.7M	Buy	44,394 +7,469	+20%	+$1.97M	0.06%	313
2025 Q1	$9.49M	Sell	36,925 -739	-2%	-$200K	0.05%	365
2024 Q4	$10.2M	Buy	37,664 +5,085	+16%	+$1.38M	0.06%	343
2024 Q3	$8.58M	Buy	32,579 +1,450	+5%	+$368K	0.05%	407
2024 Q2	$7.36M	Buy	31,129 +884	+3%	+$212K	0.04%	461
2024 Q1	$7.25M	Buy	30,245 +994	+3%	+$227K	0.05%	401
2023 Q4	$6.38M	Buy	29,251 +1,315	+5%	+$269K	0.05%	379
2023 Q3	$5.47M	Buy	27,936 +924	+3%	+$188K	0.05%	364
2023 Q2	$5.48M	Sell	27,012 -466	-2%	-$89.3K	0.05%	343
2023 Q1	$5.13M	Sell	27,478 -4,731	-15%	-$861K	0.06%	342
2022 Q4	$5.61M	Buy	32,209 +3,260	+11%	+$572K	0.05%	393
2022 Q3	$4.74M	Sell	28,949 -1,609	-5%	-$293K	0.05%	384
2022 Q2	$5.27M	Buy	30,558 +4,458	+17%	+$837K	0.05%	352
2022 Q1	$5.44M	Buy	26,100 +6,631	+34%	+$1.36M	0.06%	347
2021 Q4	$4.3M	Sell	19,469 -1,722	-8%	-$369K	0.04%	415
2021 Q3	$4.26M	Buy	21,191 +280	+1%	+$57.9K	0.04%	443
2021 Q2	$4.2M	Buy	20,911 +864	+4%	+$169K	0.05%	405
2021 Q1	$3.71M	Sell	20,047 -15,369	-43%	-$2.79M	0.05%	400
2020 Q4	$6.2M	Buy	35,416 +19,437	+122%	+$3.23M	0.07%	290
2020 Q3	$2.48M	Buy	+15,979	New	+$2.46M	0.05%	380

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

Kestra Advisory Services's VV Position: Q2 2026 in Review

Kestra Advisory Services increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.1% in Q2 2026, buying an estimated $335K and bringing the position to 48,958 shares worth $16.8M. The position accounts for 0.05% of the portfolio, ranked #360.

Kestra Advisory Services first reported a position in VV in Q3 2020 and has held it in 24 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Kestra Advisory Services held 48,958 shares of Vanguard Morningstar Large-Cap ETF worth $16.8M as of Q2 2026.
Kestra Advisory Services bought 1,003 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $335K.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Kestra Advisory Services's portfolio in Q2 2026, its #360 holding.
Kestra Advisory Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2020 and has held it in 24 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.