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Plante Moran Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Plante Moran Financial 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 		$93.3M Sell
271,224
-15,831
-6% -$5.28M 4.34% 6
2026
Q1 		$85.8M Sell
287,055
-19,987
-7% -$6.25M 5.55% 4
2025
Q4 		$96.7M Sell
307,042
-11,790
-4% -$3.68M 6.12% 4
2025
Q3 		$98.2M Sell
318,832
-10,681
-3% -$3.16M 6.17% 4
2025
Q2 		$94M Buy
329,513
+175,141
+113% +$46.1M 6.61% 4
2025
Q1 		$39.7M Sell
154,372
-6,386
-4% -$1.73M 3.41% 4
2024
Q4 		$43.4M Sell
160,758
-5,531
-3% -$1.5M 3.6% 4
2024
Q3 		$43.8M Sell
166,289
-990
-0.6% -$251K 3.73% 4
2024
Q2 		$41.8M Buy
167,279
+703
+0.4% +$169K 4.18% 5
2024
Q1 		$39.9M Sell
166,576
-2,697
-2% -$617K 4.29% 5
2023
Q4 		$36.9M Sell
169,273
-1,817
-1% -$371K 3.86% 6
2023
Q3 		$33.5M Buy
171,090
+243
+0.1% +$49.5K 4.02% 6
2023
Q2 		$34.6M Buy
170,847
+4,968
+3% +$952K 4.1% 6
2023
Q1 		$31M Sell
165,879
-4,996
-3% -$910K 4.23% 6
2022
Q4 		$29.8M Buy
170,875
+42,185
+33% +$7.4M 4.32% 6
2022
Q3 		$21M Buy
128,690
+35,765
+38% +$6.5M 3.6% 7
2022
Q2 		$16M Buy
92,925
+65,741
+242% +$12.3M 2.68% 8
2022
Q1 		$5.67M Buy
27,184
+25,422
+1,443% +$5.22M 1.06% 13
2021
Q4 		$389K Buy
1,762
+1,412
+403% +$303K 0.06% 111
2021
Q3 		$70K Hold
350
– – 0.02% 321
2021
Q2 		$70K Hold
350
– – 0.02% 307
2021
Q1 		$65K Hold
350
– – 0.02% 309
2020
Q4 		$62K Hold
350
– – 0.02% 316
2020
Q3 		$55K Buy
350
+152
+77% +$23.4K 0.02% 308
2020
Q2 		$28K Sell
198
-157
-44% -$21.2K 0.01% 375
2020
Q1 		$42K Buy
355
+157
+79% +$22.1K 0.02% 278
2019
Q4 		$29K Sell
198
-880
-82% -$124K 0.01% 404
2019
Q3 		$147K Buy
1,078
+226
+27% +$30.7K 0.04% 198
2019
Q2 		$115K Hold
852
– – 0.04% 208
2019
Q1 		$111K Sell
852
-192
-18% -$24K 0.03% 210
2018
Q4 		$120K Buy
1,044
+846
+427% +$105K 0.04% 188
2018
Q3 		$26K Hold
198
– – 0.01% 406
2018
Q2 		$25K Hold
198
– – 0.01% 447
2018
Q1 		$24K Hold
198
– – 0.01% 472
2017
Q4 		$24K Hold
198
– – 0.01% 471
2017
Q3 		$23K Hold
198
– – 0.01% 442
2017
Q2 		$22K Buy
+198
New +$21.8K 0.01% 460
2015
Q3 		– Sell
-1,850
Closed -$175K – 753
2015
Q2 		$175K Hold
1,850
– – 0.13% 124
2015
Q1 		$176K Hold
1,850
– – 0.12% 123
2014
Q4 		$175K Hold
1,850
– – 0.13% 117
2014
Q3 		$167K Hold
1,850
– – 0.15% 112
2014
Q2 		$167K Hold
1,850
– – 0.15% 103
2014
Q1 		$159K Buy
+1,850
New +$156K 0.17% 82

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Plante Moran Financial Advisors's VV Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.5% in Q2 2026, selling an estimated $5.28M and leaving 271,224 shares worth $93.3M. The position accounts for 4.34% of the portfolio, ranked #6.

Plante Moran Financial Advisors first reported a position in VV in Q1 2014 and has held it in 43 quarters since. The position peaked at $98.2M in Q3 2025. 1,078 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Plante Moran Financial Advisors held 271,224 shares of Vanguard Morningstar Large-Cap ETF worth $93.3M as of Q2 2026.
  • Plante Moran Financial Advisors sold 15,831 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $5.28M.
  • Vanguard Morningstar Large-Cap ETF made up 4.34% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Plante Moran Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2014 and has held it in 43 quarters since.
  • Plante Moran Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $98.2M in Q3 2025.
  • 1,078 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.