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

McClarren Financial 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 		$3.1M Hold
9,003
– – 1.6% 16
2026
Q1 		$2.69M Buy
9,003
+5,817
+183% +$1.82M 1.59% 16
2025
Q4 		$2.83M Sell
3,186
-5,904
-65% -$1.84M 1.69% 16
2025
Q3 		$2.85M Sell
9,090
-235
-3% -$69.6K 1.74% 16
2025
Q2 		$2.66M Sell
9,325
-48
-0.5% -$12.6K 1.73% 15
2025
Q1 		$2.5M Buy
+9,373
New +$2.54M 1.65% 15
2024
Q4 		– Sell
-9,329
Closed -$5.54M – 320
2024
Q3 		$5.54M Buy
9,329
+6,584
+240% +$1.67M 0.7% 17
2024
Q2 		$2.4M Sell
2,745
-7,180
-72% -$1.72M 1.68% 14
2024
Q1 		$2.38M Buy
9,925
+29
+0.3% +$6.63K 1.71% 14
2023
Q4 		$2.16M Buy
9,896
+1,697
+21% +$347K 1.64% 14
2023
Q3 		$1.6M Sell
8,199
-29
-0.4% -$5.91K 1.4% 14
2023
Q2 		$1.67M Buy
8,228
+35
+0.4% +$6.71K 1.38% 14
2023
Q1 		$1.53M Buy
8,193
+711
+10% +$129K 1.39% 14
2022
Q4 		$1.3M Buy
7,482
+125
+2% +$21.9K 1.24% 17
2022
Q3 		$1.2M Buy
7,357
+2,979
+68% +$542K 1.2% 15
2022
Q2 		$754K Sell
4,378
-2,919
-40% -$548K 2.41% 13
2022
Q1 		$1.52M Buy
7,297
+17
+0.2% +$3.49K 1.1% 16
2021
Q4 		$1.61M Sell
7,280
-105
-1% -$22.5K 1.1% 16
2021
Q3 		$1.48M Buy
7,385
+23
+0.3% +$4.75K 1.16% 16
2021
Q2 		$1.48M Sell
7,362
-1,900
-21% -$371K 1.2% 15
2021
Q1 		$1.72M Buy
9,262
+31
+0.3% +$5.62K 1.53% 13
2020
Q4 		$1.62M Buy
+9,231
New +$1.53M 1.56% 13

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

McClarren Financial Advisors's VV Position: Q2 2026 in Review

McClarren Financial Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 9,003 shares worth $3.1M. The position accounts for 1.6% of the portfolio, ranked #16.

McClarren Financial Advisors first reported a position in VV in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.54M in Q3 2024. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • McClarren Financial Advisors held 9,003 shares of Vanguard Morningstar Large-Cap ETF worth $3.1M as of Q2 2026.
  • McClarren Financial Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 1.6% of McClarren Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • McClarren Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • McClarren Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $5.54M in Q3 2024.
  • 1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.