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

Naples Global 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 		$20.5M Sell
59,560
-366
-0.6% -$122K 1.26% 13
2026
Q1 		$17.9M Sell
59,926
-207
-0.3% -$64.8K 1.31% 9
2025
Q4 		$18.9M Sell
60,133
-560
-0.9% -$175K 1.41% 9
2025
Q3 		$18.7M Sell
60,693
-366
-0.6% -$108K 1.46% 9
2025
Q2 		$17.5M Buy
61,059
+278
+0.5% +$73.2K 1.5% 9
2025
Q1 		$15.6M Sell
60,781
-1,571
-3% -$426K 1.48% 9
2024
Q4 		$16.8M Sell
62,352
-1,610
-3% -$436K 1.57% 7
2024
Q3 		$16.9M Sell
63,962
-1,920
-3% -$487K 1.57% 8
2024
Q2 		$16.5M Sell
65,882
-330
-0.5% -$79.3K 1.66% 7
2024
Q1 		$15.9M Sell
66,212
-640
-1% -$146K 1.63% 6
2023
Q4 		$14.6M Sell
66,852
-2,307
-3% -$472K 1.6% 6
2023
Q3 		$13.5M Sell
69,159
-760
-1% -$155K 1.64% 4
2023
Q2 		$14.2M Sell
69,919
-3,765
-5% -$722K 1.66% 4
2023
Q1 		$13.8M Sell
73,684
-1,796
-2% -$327K 1.72% 3
2022
Q4 		$13.1M Sell
75,480
-465
-0.6% -$81.6K 1.67% 4
2022
Q3 		$12.4M Sell
75,945
-135
-0.2% -$24.5K 1.71% 5
2022
Q2 		$13.1M Sell
76,080
-225
-0.3% -$42.2K 1.7% 5
2022
Q1 		$15.9M Sell
76,305
-812
-1% -$167K 1.84% 5
2021
Q4 		$17M Sell
77,117
-105
-0.1% -$22.5K 1.98% 5
2021
Q3 		$15.5M Sell
77,222
-620
-0.8% -$128K 2.04% 4
2021
Q2 		$15.6M Sell
77,842
-173
-0.2% -$33.8K 2.17% 4
2021
Q1 		$14.5M Sell
78,015
-374
-0.5% -$67.8K 2.2% 4
2020
Q4 		$13.8M Buy
78,389
+266
+0.3% +$44.2K 2.33% 4
2020
Q3 		$12.2M Buy
78,123
+1,418
+2% +$219K 2.38% 4
2020
Q2 		$11M Buy
76,705
+4,420
+6% +$598K 2.36% 4
2020
Q1 		$8.56M Sell
72,285
-3,374
-4% -$474K 2.24% 4
2019
Q4 		$11.2M Buy
75,659
+876
+1% +$124K 2.35% 4
2019
Q3 		$10.2M Buy
74,783
+900
+1% +$122K 2.38% 1
2019
Q2 		$9.95M Buy
73,883
+275
+0.4% +$36.4K 2.42% 1
2019
Q1 		$9.55M Buy
73,608
+1,310
+2% +$164K 2.44% 1
2018
Q4 		$8.61M Sell
72,298
-435
-0.6% -$53.9K 2.45% 1
2018
Q3 		$9.71M Sell
72,733
-735
-1% -$96.3K 2.58% 1
2018
Q2 		$9.17M Buy
73,468
+45
+0.1% +$5.59K 2.58% 1
2018
Q1 		$8.9M Buy
73,423
+685
+0.9% +$86K 2.64% 1
2017
Q4 		$8.92M Sell
72,738
-2,130
-3% -$255K 2.63% 1
2017
Q3 		$8.64M Buy
74,868
+150
+0.2% +$17K 2.88% 1
2017
Q2 		$8.29M Buy
74,718
+430
+0.6% +$47.3K 2.94% 1
2017
Q1 		$8.03M Sell
74,288
-305
-0.4% -$32.5K 2.88% 1
2016
Q4 		$7.64M Sell
74,593
-650
-0.9% -$65.1K 2.97% 1
2016
Q3 		$7.46M Sell
75,243
-20
-0% -$1.98K 2.92% 1
2016
Q2 		$7.21M Sell
75,263
-2,995
-4% -$284K 2.95% 1
2016
Q1 		$7.36M Buy
78,258
+2,448
+3% +$218K 3.08% 1
2015
Q4 		$7.09M Buy
75,810
+1,125
+2% +$106K 3.43% 1
2015
Q3 		$6.58M Buy
74,685
+1,310
+2% +$122K 3.38% 1
2015
Q2 		$6.96M Buy
73,375
+372
+0.5% +$36K 3.34% 1
2015
Q1 		$6.95M Sell
73,003
-20
-0% -$1.9K 3.3% 1
2014
Q4 		$6.89M Buy
73,023
+7,060
+11% +$651K 3.65% 1
2014
Q3 		$5.97M Buy
65,963
+10,090
+18% +$917K 3.52% 1
2014
Q2 		$5.03M Buy
55,873
+940
+2% +$82.1K 2.98% 1
2014
Q1 		$4.72M Buy
54,933
+1,710
+3% +$144K 2.89% 1
2013
Q4 		$4.51M Buy
+53,223
New +$4.33M 3.01% 1

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

Naples Global Advisors's VV Position: Q2 2026 in Review

Naples Global Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.61% in Q2 2026, selling an estimated $122K and leaving 59,560 shares worth $20.5M. The position accounts for 1.26% of the portfolio, ranked #13.

Naples Global Advisors first reported a position in VV in Q4 2013 and has held it in 51 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Naples Global Advisors held 59,560 shares of Vanguard Morningstar Large-Cap ETF worth $20.5M as of Q2 2026.
  • Naples Global Advisors sold 366 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $122K.
  • Vanguard Morningstar Large-Cap ETF made up 1.26% of Naples Global Advisors's portfolio in Q2 2026, its #13 holding.
  • Naples Global Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2013 and has held it in 51 quarters since.
  • 1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.