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

Portland 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	$677K	Buy	1,969 +24	+1%	+$8.01K	1.24%	23
2026 Q1	$581K	Sell	1,945 -26	-1%	-$8.13K	1.21%	26
2025 Q4	$620K	Sell	1,971 -235	-11%	-$73.4K	1.32%	23
2025 Q3	$679K	Hold	2,206	–	–	1.45%	19
2025 Q2	$629K	Hold	2,206	–	–	1.51%	20
2025 Q1	$567K	Hold	2,206	–	–	1.45%	22
2024 Q4	$595K	Buy	+2,206	New	+$598K	1.6%	16

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

Portland Financial Advisors's VV Position: Q2 2026 in Review

Portland Financial Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.2% in Q2 2026, buying an estimated $8.01K and bringing the position to 1,969 shares worth $677K. The position accounts for 1.24% of the portfolio, ranked #23.

Portland Financial Advisors first reported a position in VV in Q4 2024 and has held it in 7 quarters since. The position peaked at $679K in Q3 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Portland Financial Advisors held 1,969 shares of Vanguard Morningstar Large-Cap ETF worth $677K as of Q2 2026.
Portland Financial Advisors bought 24 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $8.01K.
Vanguard Morningstar Large-Cap ETF made up 1.24% of Portland Financial Advisors's portfolio in Q2 2026, its #23 holding.
Portland Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Portland Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $679K in Q3 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.