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Mount Yale Investment Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Mount Yale Investment 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 		$309K Buy
898
+55
+7% +$18.3K 0.01% 966
2026
Q1 		$252K Buy
843
+82
+11% +$25.7K 0.01% 969
2025
Q4 		$240K Buy
+761
New +$238K 0.01% 651

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

Mount Yale Investment Advisors's VV Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.5% in Q2 2026, buying an estimated $18.3K and bringing the position to 898 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #966.

Mount Yale Investment Advisors first reported a position in VV in Q4 2025 and has held it in 3 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Mount Yale Investment Advisors held 898 shares of Vanguard Morningstar Large-Cap ETF worth $309K as of Q2 2026.
  • Mount Yale Investment Advisors bought 55 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $18.3K.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #966 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.