Powell Investment Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Powell Investment 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	$78.4K	Hold	228	–	–	0.02%	149
2026 Q1	$68.1K	Hold	228	–	–	0.02%	159
2025 Q4	$71.6K	Buy	228 +1	+0.4%	+$312	0.02%	155
2025 Q3	$70.2K	Hold	227	–	–	0.02%	153
2025 Q2	$65K	Hold	227	–	–	0.02%	150
2025 Q1	$58.4K	Hold	227	–	–	0.03%	133
2024 Q4	$61.2K	Hold	227	–	–	0.03%	142
2024 Q3	$59.8K	Buy	227 +1	+0.4%	+$254	0.03%	133
2024 Q2	$56.7K	Hold	226	–	–	0.03%	136
2024 Q1	$54.3K	Hold	226	–	–	0.03%	137
2023 Q4	$49.3K	Buy	226 +1	+0.4%	+$204	0.03%	140
2023 Q3	$44.1K	Buy	225 +1	+0.4%	+$204	0.03%	128
2023 Q2	$45.5K	Hold	224	–	–	0.03%	120
2023 Q1	$41.8K	Sell	224 -1,691	-88%	-$308K	0.02%	121
2022 Q4	$334K	Buy	+1,915	New	+$336K	0.19%	83
2022 Q3	–	Sell	-1,907	Closed	-$329K	–	141
2022 Q2	$329K	Buy	1,907 +534	+39%	+$100K	0.2%	72
2022 Q1	$286K	Buy	1,373 +4	+0.3%	+$822	0.17%	75
2021 Q4	$303K	Buy	+1,369	New	+$294K	0.17%	76
2021 Q3	–	Sell	-1,361	Closed	-$273K	–	129
2021 Q2	$273K	Buy	1,361 +4	+0.3%	+$781	0.17%	82
2021 Q1	$251K	Buy	+1,357	New	+$246K	0.16%	85

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

Powell Investment Advisors's VV Position: Q2 2026 in Review

Powell Investment Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 228 shares worth $78.4K. The position accounts for 0.02% of the portfolio, ranked #149.

Powell Investment Advisors first reported a position in VV in Q1 2021 and has held it in 20 quarters since. The position peaked at $334K in Q4 2022. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Powell Investment Advisors held 228 shares of Vanguard Morningstar Large-Cap ETF worth $78.4K as of Q2 2026.
Powell Investment Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Powell Investment Advisors's portfolio in Q2 2026, its #149 holding.
Powell Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2021 and has held it in 20 quarters since.
Powell Investment Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $334K in Q4 2022.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.