MBA Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

MBA 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 Q2	$277K	Hold	805	–	–	0.09%	125
2026 Q1	$240K	Hold	805	–	–	0.09%	135
2025 Q4	$253K	Buy	805 +1	+0.1%	+$312	0.1%	123
2025 Q3	$248K	Hold	804	–	–	0.11%	123
2025 Q2	$229K	Sell	804 -1,954	-71%	-$515K	0.11%	126
2025 Q1	$709K	Buy	2,758 +39	+1%	+$10.6K	0.35%	65
2024 Q4	$733K	Buy	2,719 +71	+3%	+$19.2K	0.37%	61
2024 Q3	$697K	Buy	2,648 +108	+4%	+$27.4K	0.33%	64
2024 Q2	$634K	Sell	2,540 -197	-7%	-$47.3K	0.32%	65
2024 Q1	$656K	Buy	2,737 +200	+8%	+$45.8K	0.34%	65
2023 Q4	$553K	Buy	2,537 +535	+27%	+$109K	0.31%	72
2023 Q3	$392K	Buy	2,002 +962	+93%	+$196K	0.24%	80
2023 Q2	$211K	Buy	+1,040	New	+$199K	0.13%	115
2022 Q2	–	Sell	-1,040	Closed	-$217K	–	152
2022 Q1	$217K	Sell	1,040 -120	-10%	-$24.6K	0.13%	134
2021 Q4	$256K	Hold	1,160	–	–	0.16%	129
2021 Q3	$233K	Hold	1,160	–	–	0.17%	123
2021 Q2	$233K	Hold	1,160	–	–	0.11%	124
2021 Q1	$215K	Buy	+1,160	New	+$210K	0.12%	125

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

MBA Advisors's VV Position: Q2 2026 in Review

MBA Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 805 shares worth $277K. The position accounts for 0.09% of the portfolio, ranked #125.

MBA Advisors first reported a position in VV in Q1 2021 and has held it in 18 quarters since. The position peaked at $733K in Q4 2024. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

MBA Advisors held 805 shares of Vanguard Morningstar Large-Cap ETF worth $277K as of Q2 2026.
MBA Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.09% of MBA Advisors's portfolio in Q2 2026, its #125 holding.
MBA Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2021 and has held it in 18 quarters since.
MBA Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $733K in Q4 2024.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.