PKS Advisory Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

PKS Advisory 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	$543K	Buy	+1,579	New	+$527K	0.09%	209
2025 Q3	–	Sell	-2,157	Closed	-$546K	–	284
2025 Q2	$546K	Buy	+2,157	New	+$568K	0.13%	142

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

PKS Advisory Services's VV Position: Q2 2026 in Review

PKS Advisory Services opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 1,579 shares worth $543K. The stake represents 0.09% of the portfolio and ranks #209 among its holdings. This is a return to the name: PKS Advisory Services previously reported a position in VV as recently as Q2 2025.

PKS Advisory Services first reported a position in VV in Q2 2025 and has held it in 2 quarters since. The position peaked at $546K in Q2 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

PKS Advisory Services held 1,579 shares of Vanguard Morningstar Large-Cap ETF worth $543K as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new PKS Advisory Services position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.09% of PKS Advisory Services's portfolio in Q2 2026, its #209 holding.
PKS Advisory Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 2 quarters since.
PKS Advisory Services's Vanguard Morningstar Large-Cap ETF position peaked at $546K in Q2 2025.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.