SMI Advisory Services
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SMI Advisory Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

SMI Advisory Services’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
Q3 		$689K Buy
1,919
+1
+0.1% +$350 0.11% 34
2026
Q2 		$664K Sell
1,918
-43
-2% -$14.3K 0.11% 35
2026
Q1 		$594K Sell
1,961
-507
-21% -$159K 0.1% 40
2025
Q4 		$791K Sell
2,468
-190
-7% -$59.3K 0.14% 29
2025
Q3 		$822K Sell
2,658
-126
-5% -$37.3K 0.16% 24
2025
Q2 		$802K Sell
2,784
-12
-0.4% -$3.16K 0.16% 22
2025
Q1 		$648K Sell
2,796
-108
-4% -$29.3K 0.15% 18
2024
Q4 		$777K Sell
2,904
-1,144
-28% -$310K 0.18% 34
2024
Q3 		$1.06M Sell
4,048
-28
-0.7% -$7.1K 0.24% 35
2024
Q2 		$1.04M Buy
+4,076
New +$979K 0.26% 37
2024
Q1 		– Sell
-4,549
Closed -$996K – 82
2023
Q4 		$996K Sell
4,549
-345
-7% -$70.5K 0.25% 23
2023
Q3 		$988K Buy
+4,894
New +$997K 0.36% 22
2023
Q1 		$865K Buy
4,968
+29
+0.6% +$5.28K 0.29% 21
2022
Q4 		$808K Hold
4,939
– – 0.26% 22
2022
Q3 		$808K Buy
4,939
+3,142
+175% +$571K 0.26% 22
2022
Q2 		$310K Sell
1,797
-17
-0.9% -$3.19K 0.11% 31
2022
Q1 		$378K Buy
1,814
+305
+20% +$62.6K 0.13% 30
2021
Q4 		$334K Sell
1,509
-393
-21% -$84.3K 0.13% 29
2021
Q3 		$382K Sell
1,902
-209
-10% -$43.2K 0.17% 24
2021
Q2 		$424K Sell
2,111
-93
-4% -$18.2K 0.18% 23
2021
Q1 		$408K Buy
+2,204
New +$399K 0.19% 24

Other funds holding VV

Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Financial Planning Navigators
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
Addis & Hill
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SMI Advisory Services's VV Position: Q3 2026 in Review

SMI Advisory Services increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.05% in Q3 2026, buying an estimated $350 and bringing the position to 1,919 shares worth $689K. The position accounts for 0.11% of the portfolio, ranked #34.

SMI Advisory Services first reported a position in VV in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.06M in Q3 2024. 474 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • SMI Advisory Services held 1,919 shares of Vanguard Morningstar Large-Cap ETF worth $689K as of Q3 2026.
  • SMI Advisory Services bought 1 Vanguard Morningstar Large-Cap ETF share in Q3 2026, an estimated $350.
  • Vanguard Morningstar Large-Cap ETF made up 0.11% of SMI Advisory Services's portfolio in Q3 2026, its #34 holding.
  • SMI Advisory Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • SMI Advisory Services's Vanguard Morningstar Large-Cap ETF position peaked at $1.06M in Q3 2024.
  • 474 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.