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 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	+$69.5K	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

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

Krilogy Financial's VV Position: Q2 2026 in Review

Krilogy Financial increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.51% in Q2 2026, buying an estimated $17K and bringing the position to 10,071 shares worth $3.46M. The position accounts for 0.1% of the portfolio, ranked #165.

Krilogy Financial first reported a position in VV in Q3 2015 and has held it in 24 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Krilogy Financial held 10,071 shares of Vanguard Morningstar Large-Cap ETF worth $3.46M as of Q2 2026.
Krilogy Financial bought 51 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $17K.
Vanguard Morningstar Large-Cap ETF made up 0.1% of Krilogy Financial's portfolio in Q2 2026, its #165 holding.
Krilogy Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2015 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 Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.