Krilogy Financial
VV icon

Krilogy Financial’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Krilogy Financial’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
Q3 		$3.62M Buy
10,091
+20
+0.2% +$7K 0.1% 167
2026
Q2 		$3.46M Buy
10,071
+51
+0.5% +$17K 0.1% 165
2026
Q1 		$3.23M Buy
10,020
+107
+1% +$33.5K 0.1% 161
2025
Q4 		$3.17M Buy
9,913
+219
+2% +$68.4K 0.11% 153
2025
Q3 		$3.04M Buy
+9,694
New +$2.87M 0.11% 147
2023
Q2 		– Sell
-2,789
Closed -$521K – 398
2023
Q1 		$521K Buy
2,789
+4
+0.1% +$728 0.04% 258
2022
Q4 		$485K Buy
2,785
+6
+0.2% +$1.05K 0.05% 254
2022
Q3 		$455K Buy
2,779
+1,407
+103% +$256K 0.05% 216
2022
Q2 		$236K Buy
1,372
+5
+0.4% +$938 0.03% 282
2022
Q1 		$285K Buy
1,367
+4
+0.3% +$822 0.03% 257
2021
Q4 		$301K Buy
1,363
+151
+12% +$32.4K 0.03% 230
2021
Q3 		$244K Buy
1,212
+3
+0.2% +$620 0.02% 249
2021
Q2 		$243K Sell
1,209
-177
-13% -$34.5K 0.02% 247
2021
Q1 		$257K Buy
+1,386
New +$251K 0.03% 233
2018
Q4 		– Sell
-901
Closed -$120K – 672
2018
Q3 		$120K Buy
+901
New +$118K 0.03% 191
2018
Q2 		– Sell
-810
Closed -$98K – 625
2018
Q1 		$98K Buy
810
+3
+0.4% +$377 0.02% 238
2017
Q4 		$99K Buy
807
+4
+0.5% +$478 0.02% 234
2017
Q3 		$93K Buy
803
+4
+0.5% +$453 0.02% 261
2017
Q2 		$89K Sell
799
-62
-7% -$6.82K 0.02% 234
2017
Q1 		$88K Hold
861
– – 0.03% 216
2016
Q4 		$88K Buy
861
+5
+0.6% +$501 0.03% 216
2016
Q3 		$85K Buy
856
+4
+0.5% +$396 0.03% 230
2016
Q2 		$82K Buy
852
+73
+9% +$6.93K 0.03% 227
2016
Q1 		$73K Buy
+779
New +$69.4K 0.03% 215
2015
Q4 		– Sell
-768
Closed -$68K – 606
2015
Q3 		$68K Buy
+768
New +$71.7K 0.03% 169

Other funds holding VV

Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Financial Planning Navigators
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
Addis & Hill
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial's VV Position: Q3 2026 in Review

Krilogy Financial increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.2% in Q3 2026, buying an estimated $7K and bringing the position to 10,091 shares worth $3.62M. The position accounts for 0.1% of the portfolio, ranked #167.

Krilogy Financial first reported a position in VV in Q3 2015 and has held it in 25 quarters since. 474 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Krilogy Financial held 10,091 shares of Vanguard Morningstar Large-Cap ETF worth $3.62M as of Q3 2026.
  • Krilogy Financial bought 20 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $7K.
  • Vanguard Morningstar Large-Cap ETF made up 0.1% of Krilogy Financial's portfolio in Q3 2026, its #167 holding.
  • Krilogy Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2015 and has held it in 25 quarters since.
  • 474 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.