N.E.W. Advisory Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

N.E.W. Advisory Services’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	$7.7M	Sell	22,382 -1,386	-6%	-$462K	0.51%	34
2026 Q1	$7.1M	Buy	23,768 +1,372	+6%	+$429K	0.53%	35
2025 Q4	$7.05M	Buy	+22,396	New	+$6.99M	0.52%	35
2025 Q2	–	Sell	-48,102	Closed	-$12.4M	–	917
2025 Q1	$12.4M	Buy	48,102 +24,818	+107%	+$6.72M	0.95%	26
2024 Q4	$6.28M	Sell	23,284 -1,144	-5%	-$310K	0.6%	32
2024 Q3	$6.43M	Buy	24,428 +763	+3%	+$194K	0.63%	30
2024 Q2	$5.91M	Sell	23,665 -181	-0.8%	-$43.5K	0.64%	30
2024 Q1	$5.72M	Buy	23,846 +197	+0.8%	+$45.1K	0.63%	29
2023 Q4	$5.16M	Sell	23,649 -760	-3%	-$155K	0.62%	27
2023 Q3	$4.78M	Sell	24,409 -1,511	-6%	-$308K	0.68%	27
2023 Q2	$5.25M	Sell	25,920 -525	-2%	-$101K	0.73%	25
2023 Q1	$4.94M	Buy	26,445 +1,816	+7%	+$331K	0.72%	26
2022 Q4	$4.29M	Sell	24,629 -99	-0.4%	-$17.4K	0.67%	27
2022 Q3	$4.04M	Buy	24,728 +1,942	+9%	+$353K	0.73%	24
2022 Q2	$3.93M	Buy	22,786 +848	+4%	+$159K	0.69%	24
2022 Q1	$4.07M	Sell	21,938 -1,008	-4%	-$207K	0.77%	23
2021 Q4	$5.07M	Sell	22,946 -87	-0.4%	-$18.7K	0.77%	23
2021 Q3	$4.63M	Buy	23,033 +164	+0.7%	+$33.9K	0.75%	23
2021 Q2	$4.6M	Buy	22,869 +758	+3%	+$148K	0.77%	22
2021 Q1	$4.14M	Buy	22,111 +1,511	+7%	+$274K	0.78%	23
2020 Q4	$3.62M	Sell	20,600 -929	-4%	-$154K	0.76%	23
2020 Q3	$3.37M	Sell	21,529 -1,641	-7%	-$253K	0.95%	21
2020 Q2	$3.31M	Buy	+23,170	New	+$3.13M	1.03%	21
2019 Q4	$2.92M	Buy	+19,747	New	+$2.79M	0.95%	24

Other funds holding VV

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

N.E.W. Advisory Services's VV Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.8% in Q2 2026, selling an estimated $462K and leaving 22,382 shares worth $7.7M. The position accounts for 0.51% of the portfolio, ranked #34.

N.E.W. Advisory Services first reported a position in VV in Q4 2019 and has held it in 24 quarters since. The position peaked at $12.4M in Q1 2025. 1,043 funds tracked by Wall St. Rank hold VV as of Q2 2026.

N.E.W. Advisory Services held 22,382 shares of Vanguard Morningstar Large-Cap ETF worth $7.7M as of Q2 2026.
N.E.W. Advisory Services sold 1,386 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $462K.
Vanguard Morningstar Large-Cap ETF made up 0.51% of N.E.W. Advisory Services's portfolio in Q2 2026, its #34 holding.
N.E.W. Advisory Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 24 quarters since.
N.E.W. Advisory Services's Vanguard Morningstar Large-Cap ETF position peaked at $12.4M in Q1 2025.
1,043 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.