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 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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mount Yale Investment Advisors's VV Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 11% in Q1 2026, buying an estimated $25.7K and bringing the position to 843 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #969.

Mount Yale Investment Advisors first reported a position in VV in Q4 2025 and has held it in 2 quarters since. 1,312 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Mount Yale Investment Advisors held 843 shares of Vanguard Morningstar Large-Cap ETF worth $252K as of Q1 2026.
Mount Yale Investment Advisors bought 82 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $25.7K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #969 holding.
Mount Yale Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 2 quarters since.
1,312 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.