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

NewEdge 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 		$29.2M Buy
85,041
+5,296
+7% +$1.77M 0.09% 234
2026
Q1 		$23.8M Sell
79,745
-18,064
-18% -$5.65M 0.09% 230
2025
Q4 		$30.8M Buy
97,809
+50,580
+107% +$15.8M 0.11% 177
2025
Q3 		$14.5M Buy
47,229
+4,055
+9% +$1.2M 0.07% 296
2025
Q2 		$12.3M Sell
43,174
-150
-0.3% -$39.5K 0.06% 316
2025
Q1 		$11.1M Sell
43,324
-961
-2% -$260K 0.07% 294
2024
Q4 		$11.9M Buy
44,285
+3,606
+9% +$977K 0.07% 271
2024
Q3 		$10.7M Buy
40,679
+4,265
+12% +$1.08M 0.07% 278
2024
Q2 		$9.09M Sell
36,414
-2,276
-6% -$547K 0.07% 288
2024
Q1 		$9.28M Sell
38,690
-323
-0.8% -$73.9K 0.08% 241
2023
Q4 		$8.59M Buy
39,013
+8,577
+28% +$1.75M 0.08% 232
2023
Q3 		$5.96M Sell
30,436
-15,086
-33% -$3.07M 0.07% 288
2023
Q2 		$9.23M Buy
45,522
+17,961
+65% +$3.44M 0.1% 194
2023
Q1 		$5.15M Sell
27,561
-29,723
-52% -$5.41M 0.06% 298
2022
Q4 		$7.26M Buy
57,284
+33,930
+145% +$5.95M 0.2% 120
2022
Q3 		$3.82M Buy
23,354
+54
+0.2% +$9.82K 0.06% 280
2022
Q2 		$4.02M Buy
23,300
+243
+1% +$45.6K 0.07% 275
2022
Q1 		$4.81M Sell
23,057
-5,776
-20% -$1.19M 0.08% 249
2021
Q4 		$6.37M Buy
28,833
+7,427
+35% +$1.59M 0.1% 207
2021
Q3 		$4.3M Sell
21,406
-454
-2% -$93.8K 0.11% 193
2021
Q2 		$4.39M Sell
21,860
-207
-0.9% -$40.4K 0.12% 182
2021
Q1 		$4.09M Sell
22,067
-25
-0.1% -$4.53K 0.12% 177
2020
Q4 		$3.88M Buy
22,092
+776
+4% +$129K 0.13% 167
2020
Q3 		$3.33M Buy
21,316
+196
+0.9% +$30.2K 0.12% 182
2020
Q2 		$3.02M Sell
21,120
-527
-2% -$71.3K 0.12% 176
2020
Q1 		$2.56M Buy
21,647
+810
+4% +$114K 0.12% 159
2019
Q4 		$3.08M Buy
20,837
+563
+3% +$79.6K 0.12% 179
2019
Q3 		$2.77M Buy
20,274
+6,812
+51% +$925K 0.12% 170
2019
Q2 		$1.81M Sell
13,462
-759
-5% -$100K 0.11% 184
2019
Q1 		$1.85M Sell
14,221
-5,258
-27% -$657K 0.12% 174
2018
Q4 		$2.24K Buy
19,479
+2,938
+18% +$364K 0.14% 142
2018
Q3 		$2.23M Buy
16,541
+3,850
+30% +$504K 0.17% 133
2018
Q2 		$1.59K Buy
+12,691
New +$1.58M 0.15% 157
2017
Q3 		– Sell
-1,006
Closed -$112K – 1116
2017
Q2 		$112K Buy
+1,006
New +$111K 0.02% 395

Other funds holding VV

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
VGA
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

NewEdge Advisors's VV Position: Q2 2026 in Review

NewEdge Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.6% in Q2 2026, buying an estimated $1.77M and bringing the position to 85,041 shares worth $29.2M. The position accounts for 0.09% of the portfolio, ranked #234.

NewEdge Advisors first reported a position in VV in Q2 2017 and has held it in 34 quarters since. The position peaked at $30.8M in Q4 2025. 1,218 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • NewEdge Advisors held 85,041 shares of Vanguard Morningstar Large-Cap ETF worth $29.2M as of Q2 2026.
  • NewEdge Advisors bought 5,296 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.77M.
  • Vanguard Morningstar Large-Cap ETF made up 0.09% of NewEdge Advisors's portfolio in Q2 2026, its #234 holding.
  • NewEdge Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2017 and has held it in 34 quarters since.
  • NewEdge Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $30.8M in Q4 2025.
  • 1,218 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.