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SC&H Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

SC&H 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 		$11.1M Sell
32,349
-545
-2% -$182K 1.48% 15
2026
Q1 		$9.83M Buy
32,894
+6,048
+23% +$1.89M 1.48% 16
2025
Q4 		$8.45M Sell
26,846
-8,052
-23% -$2.51M 1.31% 16
2025
Q3 		$10.7M Sell
34,898
-9,793
-22% -$2.9M 1.75% 14
2025
Q2 		$12.8M Sell
44,691
-206
-0.5% -$54.3K 2.18% 12
2025
Q1 		$11.5M Buy
44,897
+58
+0.1% +$15.7K 2.27% 11
2024
Q4 		$12.1M Sell
44,839
-1,446
-3% -$392K 2.5% 9
2024
Q3 		$12.2M Sell
46,285
-726
-2% -$184K 2.66% 9
2024
Q2 		$11.7M Sell
47,011
-343
-0.7% -$82.4K 2.88% 9
2024
Q1 		$11.4M Sell
47,354
-428
-0.9% -$97.9K 2.96% 9
2023
Q4 		$10.4M Sell
47,782
-248
-0.5% -$50.7K 3.01% 9
2023
Q3 		$9.4M Sell
48,030
-412
-0.9% -$83.9K 3.13% 9
2023
Q2 		$9.82M Sell
48,442
-102
-0.2% -$19.6K 3.25% 8
2023
Q1 		$9.07M Buy
48,544
+98
+0.2% +$17.8K 3.31% 8
2022
Q4 		$8.44M Buy
48,446
+1,443
+3% +$253K 3.5% 7
2022
Q3 		$7.69M Sell
47,003
-847
-2% -$154K 3.84% 5
2022
Q2 		$8.25M Sell
47,850
-10,201
-18% -$1.91M 3.85% 5
2022
Q1 		$12.1M Buy
58,051
+9,906
+21% +$2.03M 5.76% 3
2021
Q4 		$10.6M Buy
+48,145
New +$10.3M 5.87% 2

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

SC&H Financial Advisors's VV Position: Q2 2026 in Review

SC&H Financial Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.7% in Q2 2026, selling an estimated $182K and leaving 32,349 shares worth $11.1M. The position accounts for 1.48% of the portfolio, ranked #15.

SC&H Financial Advisors first reported a position in VV in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.8M in Q2 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • SC&H Financial Advisors held 32,349 shares of Vanguard Morningstar Large-Cap ETF worth $11.1M as of Q2 2026.
  • SC&H Financial Advisors sold 545 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $182K.
  • Vanguard Morningstar Large-Cap ETF made up 1.48% of SC&H Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • SC&H Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • SC&H Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $12.8M in Q2 2025.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.