SOA Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

SOA Wealth 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	$37.8K	Buy	110 +78	+244%	+$26K	0.01%	434
2026 Q1	$9.51K	Hold	32	–	–	﹤0.01%	599
2025 Q4	$9.99K	Hold	32	–	–	﹤0.01%	595
2025 Q3	$9.72K	Buy	32 +1	+3%	+$296	﹤0.01%	611
2025 Q2	$8.98K	Hold	31	–	–	﹤0.01%	608
2025 Q1	$8.09K	Hold	31	–	–	﹤0.01%	581
2024 Q4	$8.46K	Hold	31	–	–	﹤0.01%	562
2024 Q3	$8.21K	Hold	31	–	–	﹤0.01%	559
2024 Q2	$7.75K	Hold	31	–	–	﹤0.01%	564
2024 Q1	$7.45K	Hold	31	–	–	﹤0.01%	573
2023 Q4	$6.75K	Hold	31	–	–	﹤0.01%	570
2023 Q3	$6.03K	Hold	31	–	–	﹤0.01%	585
2023 Q2	$6.23K	Hold	31	–	–	﹤0.01%	588
2023 Q1	$5.72K	Buy	31 +1	+3%	+$182	﹤0.01%	599
2022 Q4	$5.31K	Hold	30	–	–	﹤0.01%	617
2022 Q3	$4K	Hold	30	–	–	﹤0.01%	641
2022 Q2	$5K	Sell	30 -63	-68%	-$11.8K	﹤0.01%	602
2022 Q1	$19K	Buy	93 +30	+48%	+$6.16K	﹤0.01%	481
2021 Q4	$13K	Hold	63	–	–	﹤0.01%	529
2021 Q3	$12K	Hold	63	–	–	﹤0.01%	557
2021 Q2	$12K	Hold	63	–	–	﹤0.01%	554
2021 Q1	$11K	Hold	63	–	–	﹤0.01%	503
2020 Q4	$11K	Buy	+63	New	+$10.5K	﹤0.01%	506

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

SOA Wealth Advisors's VV Position: Q2 2026 in Review

SOA Wealth Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 244% in Q2 2026, buying an estimated $26K and bringing the position to 110 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #434.

SOA Wealth Advisors first reported a position in VV in Q4 2020 and has held it in 23 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

SOA Wealth Advisors held 110 shares of Vanguard Morningstar Large-Cap ETF worth $37.8K as of Q2 2026.
SOA Wealth Advisors bought 78 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $26K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #434 holding.
SOA Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 23 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.