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PFS Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

PFS Partners’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 		$10.6K Sell
31
-3
-9% -$1K ﹤0.01% 374
2026
Q1 		$10.1K Hold
34
– – ﹤0.01% 358
2025
Q4 		$10.6K Buy
34
+1
+3% +$312 ﹤0.01% 352
2025
Q3 		$10.3K Hold
33
– – ﹤0.01% 339
2025
Q2 		$9.49K Hold
33
– – ﹤0.01% 318
2025
Q1 		$8.55K Hold
33
– – ﹤0.01% 302
2024
Q4 		$8.94K Hold
33
– – ﹤0.01% 302
2024
Q3 		$8.67K Sell
33
-13
-28% -$3.3K ﹤0.01% 299
2024
Q2 		$11.4K Hold
46
– – 0.01% 253
2024
Q1 		$11K Hold
46
– – 0.01% 263
2023
Q4 		$9.95K Buy
46
+1
+2% +$204 0.01% 267
2023
Q3 		$8.89K Sell
45
-42
-48% -$8.55K 0.01% 262
2023
Q2 		$17.7K Sell
87
-81
-48% -$15.5K 0.01% 199
2023
Q1 		$31.4K Hold
168
– – 0.03% 121
2022
Q4 		$29.2K Buy
168
+1
+0.6% +$175 0.03% 125
2022
Q3 		$27.3K Buy
167
+1
+0.6% +$182 0.03% 114
2022
Q2 		$28.6K Buy
166
+1
+0.6% +$188 0.03% 116
2022
Q1 		$34.5K Sell
165
-49
-23% -$10.1K 0.03% 115
2021
Q4 		$47.3K Buy
+214
New +$45.9K 0.04% 101

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

PFS Partners's VV Position: Q2 2026 in Review

PFS Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 8.8% in Q2 2026, selling an estimated $1K and leaving 31 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

PFS Partners first reported a position in VV in Q4 2021 and has held it in 19 quarters since. The position peaked at $47.3K in Q4 2021. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • PFS Partners held 31 shares of Vanguard Morningstar Large-Cap ETF worth $10.6K as of Q2 2026.
  • PFS Partners sold 3 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1K.
  • Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of PFS Partners's portfolio in Q2 2026, its #374 holding.
  • PFS Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • PFS Partners's Vanguard Morningstar Large-Cap ETF position peaked at $47.3K in Q4 2021.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.