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

Oxford 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 Q1	$2.2M	Hold	7,352	–	–	0.12%	58
2025 Q4	$2.31M	Hold	7,352	–	–	0.13%	55
2025 Q3	$2.26M	Hold	7,352	–	–	0.13%	57
2025 Q2	$2.1M	Hold	7,352	–	–	0.12%	56
2025 Q1	$1.89M	Hold	7,352	–	–	0.13%	55
2024 Q4	$1.98M	Sell	7,352 -1,051	-13%	-$285K	0.13%	57
2024 Q3	$2.21M	Sell	8,403 -644	-7%	-$163K	0.14%	53
2024 Q2	$2.26M	Hold	9,047	–	–	0.15%	55
2024 Q1	$2.17M	Hold	9,047	–	–	0.15%	46
2023 Q4	$1.97M	Buy	9,047 +644	+8%	+$132K	0.14%	49
2023 Q3	$1.64M	Buy	8,403 +7,352	+700%	+$1.5M	0.14%	51
2023 Q2	$213K	Hold	1,051	–	–	0.02%	220
2023 Q1	$196K	Hold	1,051	–	–	0.02%	190
2022 Q4	$183K	Hold	1,051	–	–	0.02%	189
2022 Q3	$172K	Hold	1,051	–	–	0.03%	171
2022 Q2	$181K	Hold	1,051	–	–	0.03%	185
2022 Q1	$219K	Hold	1,051	–	–	0.03%	181
2021 Q4	$232K	Hold	1,051	–	–	0.03%	185
2021 Q3	$211K	Hold	1,051	–	–	0.03%	175
2021 Q2	$211K	Hold	1,051	–	–	0.03%	171
2021 Q1	$195K	Hold	1,051	–	–	0.03%	172
2020 Q4	$185K	Hold	1,051	–	–	0.03%	169
2020 Q3	$164K	Hold	1,051	–	–	0.03%	157
2020 Q2	$150K	Hold	1,051	–	–	0.03%	156
2020 Q1	$124K	Buy	+1,051	New	+$148K	0.02%	161

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Oxford Financial Group's VV Position: Q1 2026 in Review

Oxford Financial Group held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q1 2026 at 7,352 shares worth $2.2M. The position accounts for 0.12% of the portfolio, ranked #58.

Oxford Financial Group first reported a position in VV in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.31M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Oxford Financial Group held 7,352 shares of Vanguard Morningstar Large-Cap ETF worth $2.2M as of Q1 2026.
Oxford Financial Group left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Large-Cap ETF made up 0.12% of Oxford Financial Group's portfolio in Q1 2026, its #58 holding.
Oxford Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 25 quarters since.
Oxford Financial Group's Vanguard Morningstar Large-Cap ETF position peaked at $2.31M in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.