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

Mutual 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 		$1.61M Sell
4,687
-30
-0.6% -$10K 0.03% 477
2026
Q1 		$1.41M Sell
4,717
-867
-16% -$271K 0.03% 473
2025
Q4 		$1.76M Buy
5,584
+1,868
+50% +$583K 0.04% 396
2025
Q3 		$1.15M Buy
3,716
+85
+2% +$25.2K 0.03% 513
2025
Q2 		$1.07M Buy
3,631
+2,053
+130% +$541K 0.03% 484
2025
Q1 		$400K Sell
1,578
-709
-31% -$192K 0.01% 807
2024
Q4 		$624K Sell
2,287
-81
-3% -$21.9K 0.02% 631
2024
Q3 		$630K Buy
2,368
+449
+23% +$114K 0.02% 632
2024
Q2 		$480K Buy
1,919
+767
+67% +$184K 0.01% 717
2024
Q1 		$276K Buy
+1,152
New +$264K 0.01% 896
2023
Q4 		– Sell
-1,102
Closed -$216K – 1084
2023
Q3 		$216K Sell
1,102
-60
-5% -$12.2K 0.01% 893
2023
Q2 		$235K Buy
+1,162
New +$223K 0.01% 891
2023
Q1 		– Sell
-1,238
Closed -$216K – 1019
2022
Q4 		$216K Buy
+1,238
New +$217K 0.01% 847
2022
Q2 		– Sell
-1,091
Closed -$227K – 924
2022
Q1 		$227K Buy
1,091
+28
+3% +$5.75K 0.01% 794
2021
Q4 		$235K Sell
1,063
-53
-5% -$11.4K 0.01% 801
2021
Q3 		$224K Buy
+1,116
New +$231K 0.01% 787

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

Mutual Advisors's VV Position: Q2 2026 in Review

Mutual Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.64% in Q2 2026, selling an estimated $10K and leaving 4,687 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #477.

Mutual Advisors first reported a position in VV in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.76M in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Mutual Advisors held 4,687 shares of Vanguard Morningstar Large-Cap ETF worth $1.61M as of Q2 2026.
  • Mutual Advisors sold 30 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $10K.
  • Vanguard Morningstar Large-Cap ETF made up 0.03% of Mutual Advisors's portfolio in Q2 2026, its #477 holding.
  • Mutual Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and has held it in 16 quarters since.
  • Mutual Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $1.76M in Q4 2025.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.