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

PFG 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 		$355K Buy
1,031
+122
+13% +$40.7K 0.02% 619
2026
Q1 		$272K Buy
909
+1
+0.1% +$313 0.01% 682
2025
Q4 		$286K Sell
908
-12
-1% -$3.75K 0.01% 657
2025
Q3 		$283K Buy
+920
New +$272K 0.01% 696
2025
Q2 		– Sell
-804
Closed -$207K – 783
2025
Q1 		$207K Buy
804
+1
+0.1% +$271 0.01% 679
2024
Q4 		$217K Sell
803
-1,071
-57% -$290K 0.01% 656
2024
Q3 		$493K Buy
1,874
+14
+0.8% +$3.55K 0.03% 448
2024
Q2 		$464K Buy
+1,860
New +$447K 0.03% 438
2022
Q1 		– Sell
-3,475
Closed -$768K – 552
2021
Q4 		$768K Sell
3,475
-60
-2% -$12.9K 0.08% 296
2021
Q3 		$710K Sell
3,535
-24
-0.7% -$4.96K 0.08% 292
2021
Q2 		$715K Buy
3,559
+55
+2% +$10.7K 0.08% 273
2021
Q1 		$649K Buy
3,504
+296
+9% +$53.6K 0.08% 262
2020
Q4 		$564K Sell
3,208
-94
-3% -$15.6K 0.1% 229
2020
Q3 		$525K Buy
+3,302
New +$509K 0.1% 228

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

PFG Advisors's VV Position: Q2 2026 in Review

PFG Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 13% in Q2 2026, buying an estimated $40.7K and bringing the position to 1,031 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #619.

PFG Advisors first reported a position in VV in Q3 2020 and has held it in 14 quarters since. The position peaked at $768K in Q4 2021. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • PFG Advisors held 1,031 shares of Vanguard Morningstar Large-Cap ETF worth $355K as of Q2 2026.
  • PFG Advisors bought 122 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $40.7K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of PFG Advisors's portfolio in Q2 2026, its #619 holding.
  • PFG Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2020 and has held it in 14 quarters since.
  • PFG Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $768K in Q4 2021.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.