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

Kestra Private Wealth 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 		$15.2M Buy
44,218
+90
+0.2% +$30K 0.17% 141
2026
Q1 		$13.2M Buy
44,128
+2,085
+5% +$652K 0.16% 137
2025
Q4 		$13.2M Buy
42,043
+1,494
+4% +$467K 0.16% 135
2025
Q3 		$12.5M Buy
40,549
+1,381
+4% +$409K 0.16% 135
2025
Q2 		$11.2M Buy
39,168
+4,141
+12% +$1.09M 0.16% 142
2025
Q1 		$9M Buy
35,027
+5,483
+19% +$1.49M 0.15% 158
2024
Q4 		$7.97M Buy
29,544
+460
+2% +$125K 0.14% 170
2024
Q3 		$7.66M Buy
29,084
+4,521
+18% +$1.15M 0.14% 161
2024
Q2 		$6.13M Buy
24,563
+690
+3% +$166K 0.12% 186
2024
Q1 		$5.72M Sell
23,873
-506
-2% -$116K 0.13% 179
2023
Q4 		$5.32M Sell
24,379
-988
-4% -$202K 0.14% 182
2023
Q3 		$4.96M Buy
25,367
+3,624
+17% +$738K 0.16% 155
2023
Q2 		$4.41M Buy
21,743
+8,438
+63% +$1.62M 0.15% 159
2023
Q1 		$2.49M Buy
13,305
+4,014
+43% +$731K 0.1% 223
2022
Q4 		$1.62M Sell
9,291
-969
-9% -$170K 0.08% 273
2022
Q3 		$1.68M Sell
10,260
-508
-5% -$92.4K 0.1% 233
2022
Q2 		$1.86M Buy
10,768
+257
+2% +$48.2K 0.11% 229
2022
Q1 		$2.19M Sell
10,511
-315
-3% -$64.7K 0.11% 203
2021
Q4 		$2.39M Buy
10,826
+674
+7% +$145K 0.11% 188
2021
Q3 		$2.04M Sell
10,152
-70
-0.7% -$14.5K 0.11% 196
2021
Q2 		$2.05M Sell
10,222
-17
-0.2% -$3.32K 0.12% 183
2021
Q1 		$1.9M Sell
10,239
-317
-3% -$57.4K 0.13% 179
2020
Q4 		$1.85M Buy
10,556
+4,564
+76% +$758K 0.14% 173
2020
Q3 		$937K Buy
+5,992
New +$924K 0.08% 251

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

Kestra Private Wealth Services's VV Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.2% in Q2 2026, buying an estimated $30K and bringing the position to 44,218 shares worth $15.2M. The position accounts for 0.17% of the portfolio, ranked #141.

Kestra Private Wealth Services first reported a position in VV in Q3 2020 and has held it in 24 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Kestra Private Wealth Services held 44,218 shares of Vanguard Morningstar Large-Cap ETF worth $15.2M as of Q2 2026.
  • Kestra Private Wealth Services bought 90 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $30K.
  • Vanguard Morningstar Large-Cap ETF made up 0.17% of Kestra Private Wealth Services's portfolio in Q2 2026, its #141 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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