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

Prime Capital 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 		$449K Hold
1,307
– – ﹤0.01% 725
2026
Q1 		$391K Hold
1,307
– – ﹤0.01% 747
2025
Q4 		$411K Hold
1,307
– – 0.01% 706
2025
Q3 		$402K Buy
1,307
+344
+36% +$102K 0.01% 703
2025
Q2 		$275K Buy
963
+76
+9% +$20K ﹤0.01% 792
2025
Q1 		$228K Sell
887
-270
-23% -$73.1K ﹤0.01% 932
2024
Q4 		$312K Buy
1,157
+295
+34% +$79.9K ﹤0.01% 717
2024
Q3 		$227K Sell
862
-33
-4% -$8.37K ﹤0.01% 820
2024
Q2 		$223K Sell
895
-106
-11% -$25.5K ﹤0.01% 819
2024
Q1 		$240K Buy
1,001
+84
+9% +$19.2K ﹤0.01% 855
2023
Q4 		$200K Buy
+917
New +$187K ﹤0.01% 884
2022
Q4 		– Sell
-2,480
Closed -$406K – 549
2022
Q3 		$406K Hold
2,480
– – 0.02% 260
2022
Q2 		$427K Hold
2,480
– – 0.03% 249
2022
Q1 		$548K Hold
2,480
– – 0.03% 229
2021
Q4 		$548K Buy
+2,480
New +$532K 0.03% 231
2021
Q3 		– Sell
-2,480
Closed -$498K – 394
2021
Q2 		$498K Buy
+2,480
New +$484K 0.03% 246

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
VFA
Voya Financial Advisors Windsor, Connecticut $1.14B AUM 15.27% 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

Prime Capital Investment Advisors's VV Position: Q2 2026 in Review

Prime Capital Investment Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,307 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Prime Capital Investment Advisors first reported a position in VV in Q2 2021 and has held it in 16 quarters since. The position peaked at $548K in Q1 2022. 1,147 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Prime Capital Investment Advisors held 1,307 shares of Vanguard Morningstar Large-Cap ETF worth $449K as of Q2 2026.
  • Prime Capital Investment Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #725 holding.
  • Prime Capital Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2021 and has held it in 16 quarters since.
  • Prime Capital Investment Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $548K in Q1 2022.
  • 1,147 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.