SFG
VV icon

Southern Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Southern Financial Group’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 		$249K Hold
725
– – 0.06% 79
2026
Q1 		$217K Hold
725
– – 0.06% 84
2025
Q4 		$228K Buy
+725
New +$226K 0.07% 72

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Southern Financial Group's VV Position: Q2 2026 in Review

Southern Financial Group held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 725 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #79.

Southern Financial Group first reported a position in VV in Q4 2025 and has held it in 3 quarters since. 830 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Southern Financial Group held 725 shares of Vanguard Morningstar Large-Cap ETF worth $249K as of Q2 2026.
  • Southern Financial Group left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.06% of Southern Financial Group's portfolio in Q2 2026, its #79 holding.
  • Southern Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 830 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.