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

Pure 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 		$43.5M Sell
126,528
-305
-0.2% -$102K 0.55% 33
2026
Q1 		$37.9M Sell
126,833
-2,498
-2% -$782K 0.54% 33
2025
Q4 		$40.7M Buy
129,331
+667
+0.5% +$208K 0.6% 30
2025
Q3 		$39.6M Sell
128,664
-525
-0.4% -$155K 0.63% 30
2025
Q2 		$36.9M Buy
129,189
+2,552
+2% +$672K 0.65% 30
2025
Q1 		$32.5M Buy
126,637
+878
+0.7% +$238K 0.68% 30
2024
Q4 		$33.9M Buy
125,759
+805
+0.6% +$218K 0.77% 26
2024
Q3 		$32.9M Sell
124,954
-9,095
-7% -$2.31M 0.79% 26
2024
Q2 		$33.5M Sell
134,049
-4,362
-3% -$1.05M 0.93% 25
2024
Q1 		$33.2M Sell
138,411
-4,243
-3% -$971K 1.04% 21
2023
Q4 		$31.1M Sell
142,654
-8,599
-6% -$1.76M 1.07% 21
2023
Q3 		$29.6M Sell
151,253
-1,299
-0.9% -$265K 1.21% 21
2023
Q2 		$30.9M Sell
152,552
-13,628
-8% -$2.61M 1.31% 19
2023
Q1 		$31M Sell
166,180
-296
-0.2% -$53.9K 1.44% 18
2022
Q4 		$29M Buy
166,476
+3,948
+2% +$693K 1.5% 18
2022
Q3 		$26.6M Sell
162,528
-2,491
-2% -$453K 1.55% 17
2022
Q2 		$28.4M Buy
165,019
+3,037
+2% +$570K 1.76% 14
2022
Q1 		$33.8M Buy
161,982
+158,779
+4,957% +$32.6M 1.55% 15
2021
Q4 		$708K Sell
3,203
-81
-2% -$17.4K 0.04% 119
2021
Q3 		$660K Buy
3,284
+28
+0.9% +$5.79K 0.05% 115
2021
Q2 		$654K Buy
3,256
+53
+2% +$10.3K 0.05% 114
2021
Q1 		$594K Hold
3,203
– – 0.06% 115
2020
Q4 		$563K Sell
3,203
-163
-5% -$27.1K 0.07% 114
2020
Q3 		$527K Buy
+3,366
New +$519K 0.08% 100

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Pure Financial Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.24% in Q2 2026, selling an estimated $102K and leaving 126,528 shares worth $43.5M. The position accounts for 0.55% of the portfolio, ranked #33.

Pure Financial Advisors first reported a position in VV in Q3 2020 and has held it in 24 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Pure Financial Advisors held 126,528 shares of Vanguard Morningstar Large-Cap ETF worth $43.5M as of Q2 2026.
  • Pure Financial Advisors sold 305 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Morningstar Large-Cap ETF made up 0.55% of Pure Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • Pure Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.