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Sowell Financial Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Sowell Financial 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
Q2 		$1.07M Buy
3,125
+979
+46% +$327K 0.04% 447
2026
Q1 		$641K Buy
2,146
+238
+12% +$74.5K 0.02% 564
2025
Q4 		$601K Buy
1,908
+13
+0.7% +$4.06K 0.02% 589
2025
Q3 		$583K Buy
1,895
+229
+14% +$67.8K 0.02% 594
2025
Q2 		$475K Buy
1,666
+11
+0.7% +$2.9K 0.02% 621
2025
Q1 		$425K Buy
+1,655
New +$448K 0.02% 629
2021
Q2 		– Sell
-5,134
Closed -$1M – 2701
2021
Q1 		$1M Buy
5,134
+1,803
+54% +$327K 0.03% 411
2020
Q4 		$585K Buy
3,331
+811
+32% +$135K 0.03% 478
2020
Q3 		$394K Buy
2,520
+2,232
+775% +$344K 0.02% 528
2020
Q2 		$41K Hold
288
– – ﹤0.01% 1225
2020
Q1 		$34K Sell
288
-1
-0.3% -$140 ﹤0.01% 1188
2019
Q4 		$43K Buy
289
+131
+83% +$18.5K ﹤0.01% 1193
2019
Q3 		$22K Buy
+158
New +$21.4K ﹤0.01% 1252

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

Sowell Financial Services's VV Position: Q2 2026 in Review

Sowell Financial Services increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 46% in Q2 2026, buying an estimated $327K and bringing the position to 3,125 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #447.

Sowell Financial Services first reported a position in VV in Q3 2019 and has held it in 13 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Sowell Financial Services held 3,125 shares of Vanguard Morningstar Large-Cap ETF worth $1.07M as of Q2 2026.
  • Sowell Financial Services bought 979 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $327K.
  • Vanguard Morningstar Large-Cap ETF made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #447 holding.
  • Sowell Financial Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2019 and has held it in 13 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.