Nations Financial Group
VV icon

Nations Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Nations Financial Group’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
Q3 		$2.62M Buy
7,442
+72
+1% +$25.2K 0.13% 168
2026
Q2 		$2.53M Buy
7,370
+16
+0.2% +$5.34K 0.12% 181
2026
Q1 		$2.2M Buy
7,354
+358
+5% +$112K 0.11% 205
2025
Q4 		$2.2M Buy
6,996
+30
+0.4% +$9.37K 0.12% 196
2025
Q3 		$2.14M Buy
6,966
+105
+2% +$31.1K 0.13% 185
2025
Q2 		$1.96M Hold
6,861
– – 0.13% 185
2025
Q1 		$1.76M Sell
6,861
-52
-0.8% -$14.1K 0.13% 185
2024
Q4 		$1.86M Buy
6,913
+385
+6% +$104K 0.14% 183
2024
Q3 		$1.72M Buy
6,528
+19
+0.3% +$4.82K 0.12% 191
2024
Q2 		$1.62M Sell
6,509
-62
-0.9% -$14.9K 0.13% 175
2024
Q1 		$1.58M Sell
6,571
-2,619
-28% -$599K 0.13% 179
2023
Q4 		$2M Buy
9,190
+125
+1% +$25.6K 0.19% 129
2023
Q3 		$1.77M Buy
9,065
+35
+0.4% +$7.13K 0.18% 141
2023
Q2 		$1.83M Buy
9,030
+20
+0.2% +$3.83K 0.18% 141
2023
Q1 		$1.68M Sell
9,010
-123
-1% -$22.4K 0.18% 150
2022
Q4 		$1.59M Buy
9,133
+2,869
+46% +$503K 0.18% 144
2022
Q3 		$1.02M Buy
6,264
+23
+0.4% +$4.18K 0.15% 175
2022
Q2 		$1.08M Buy
6,241
+21
+0.3% +$3.94K 0.14% 177
2022
Q1 		$1.3M Buy
6,220
+5,136
+474% +$1.05M 0.16% 160
2021
Q4 		$240K Buy
1,084
+1
+0.1% +$214 0.03% 431
2021
Q3 		$218K Hold
1,083
– – 0.03% 412
2021
Q2 		$218K Sell
1,083
-11
-1% -$2.15K 0.04% 381
2021
Q1 		$203K Buy
+1,094
New +$198K 0.05% 335

Other funds holding VV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Nations Financial Group's VV Position: Q3 2026 in Review

Nations Financial Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.98% in Q3 2026, buying an estimated $25.2K and bringing the position to 7,442 shares worth $2.62M. The position accounts for 0.13% of the portfolio, ranked #168.

Nations Financial Group first reported a position in VV in Q1 2021 and has held it in 23 quarters since. 1,006 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Nations Financial Group held 7,442 shares of Vanguard Morningstar Large-Cap ETF worth $2.62M as of Q3 2026.
  • Nations Financial Group bought 72 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $25.2K.
  • Vanguard Morningstar Large-Cap ETF made up 0.13% of Nations Financial Group's portfolio in Q3 2026, its #168 holding.
  • Nations Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2021 and has held it in 23 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.