Novak & Powell Financial Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Novak & Powell Financial 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	$9.79M	Sell	28,465 -172	-0.6%	-$57.4K	4.61%	4
2026 Q1	$8.56M	Sell	28,637 -4	-0%	-$1.25K	4.61%	4
2025 Q4	$9.02M	Sell	28,641 -560	-2%	-$175K	4.7%	4
2025 Q3	$8.99M	Buy	29,201 +532	+2%	+$158K	4.73%	4
2025 Q2	$8.18M	Sell	28,669 -1,233	-4%	-$325K	5.67%	3
2025 Q1	$7.69M	Buy	29,902 +432	+1%	+$117K	4.78%	4
2024 Q4	$8.34M	Buy	29,470 +498	+2%	+$135K	4.96%	4
2024 Q3	$7.63M	Sell	28,972 -1,858	-6%	-$471K	4.42%	4
2024 Q2	$7.7M	Buy	30,830 +299	+1%	+$71.8K	4.78%	3
2024 Q1	$7.1M	Sell	30,531 -733	-2%	-$168K	5.31%	2
2023 Q4	$6.82M	Buy	+31,264	New	+$6.39M	4.55%	4

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Novak & Powell Financial Services's VV Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.6% in Q2 2026, selling an estimated $57.4K and leaving 28,465 shares worth $9.79M. The position accounts for 4.61% of the portfolio, ranked #4.

Novak & Powell Financial Services first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 1,375 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Novak & Powell Financial Services held 28,465 shares of Vanguard Morningstar Large-Cap ETF worth $9.79M as of Q2 2026.
Novak & Powell Financial Services sold 172 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $57.4K.
Vanguard Morningstar Large-Cap ETF made up 4.61% of Novak & Powell Financial Services's portfolio in Q2 2026, its #4 holding.
Novak & Powell Financial Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,375 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.