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

PFG Investments’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 		$755K Buy
2,196
+172
+8% +$57.4K 0.03% 498
2026
Q1 		$605K Buy
2,024
+5
+0.2% +$1.56K 0.03% 532
2025
Q4 		$635K Buy
2,019
+2
+0.1% +$625 0.03% 479
2025
Q3 		$621K Sell
2,017
-178
-8% -$52.7K 0.03% 485
2025
Q2 		$626K Buy
2,195
+342
+18% +$90.1K 0.04% 445
2025
Q1 		$476K Sell
1,853
-270
-13% -$73.1K 0.03% 515
2024
Q4 		$572K Sell
2,123
-240
-10% -$65K 0.04% 442
2024
Q3 		$622K Sell
2,363
-14
-0.6% -$3.55K 0.04% 418
2024
Q2 		$593K Sell
2,377
-8,589
-78% -$2.06M 0.04% 394
2024
Q1 		$2.63M Buy
10,966
+9,461
+629% +$2.16M 0.16% 136
2023
Q4 		$328K Buy
1,505
+1
+0.1% +$204 0.06% 329
2023
Q3 		$294K Hold
1,504
– – 0.06% 357
2023
Q2 		$305K Buy
1,504
+23
+2% +$4.41K 0.05% 366
2023
Q1 		$277K Buy
+1,481
New +$270K 0.06% 360

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 Investments's VV Position: Q2 2026 in Review

PFG Investments increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 8.5% in Q2 2026, buying an estimated $57.4K and bringing the position to 2,196 shares worth $755K. The position accounts for 0.03% of the portfolio, ranked #498.

PFG Investments first reported a position in VV in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.63M in Q1 2024. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • PFG Investments held 2,196 shares of Vanguard Morningstar Large-Cap ETF worth $755K as of Q2 2026.
  • PFG Investments bought 172 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $57.4K.
  • Vanguard Morningstar Large-Cap ETF made up 0.03% of PFG Investments's portfolio in Q2 2026, its #498 holding.
  • PFG Investments first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Vanguard Morningstar Large-Cap ETF position peaked at $2.63M in Q1 2024.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.