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Stephens Inc’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Stephens Inc’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 		$1.35M Buy
3,931
+118
+3% +$39.4K 0.02% 601
2026
Q1 		$1.14M Buy
3,813
+1,577
+71% +$493K 0.01% 607
2025
Q4 		$704K Sell
2,236
-55
-2% -$17.2K 0.01% 722
2025
Q3 		$705K Sell
2,291
-7
-0.3% -$2.07K 0.01% 738
2025
Q2 		$656K Buy
2,298
+81
+4% +$21.3K 0.01% 742
2025
Q1 		$570K Sell
2,217
-149
-6% -$40.4K 0.01% 766
2024
Q4 		$638K Buy
2,366
+264
+13% +$71.5K 0.01% 742
2024
Q3 		$553K Sell
2,102
-12
-0.6% -$3.04K 0.01% 803
2024
Q2 		$528K Buy
2,114
+237
+13% +$56.9K 0.01% 770
2024
Q1 		$450K Sell
1,877
-3
-0.2% -$686 0.01% 857
2023
Q4 		$410K Buy
1,880
+3
+0.2% +$613 0.01% 827
2023
Q3 		$367K Sell
1,877
-314
-14% -$63.9K 0.01% 833
2023
Q2 		$444K Sell
2,191
-788
-26% -$151K 0.01% 779
2023
Q1 		$557K Sell
2,979
-531
-15% -$96.7K 0.01% 687
2022
Q4 		$611K Buy
3,510
+812
+30% +$142K 0.01% 629
2022
Q3 		$441K Buy
2,698
+251
+10% +$45.6K 0.01% 753
2022
Q2 		$422K Buy
2,447
+531
+28% +$99.7K 0.01% 783
2022
Q1 		$400K Sell
1,916
-3
-0.2% -$616 0.01% 903
2021
Q4 		$424K Sell
1,919
-2
-0.1% -$429 0.01% 908
2021
Q3 		$386K Sell
1,921
-3
-0.2% -$620 0.01% 957
2021
Q2 		$386K Sell
1,924
-3
-0.2% -$586 0.01% 949
2021
Q1 		$357K Buy
1,927
+2
+0.1% +$362 0.01% 942
2020
Q4 		$338K Sell
1,925
-123
-6% -$20.4K 0.01% 888
2020
Q3 		$320K Sell
2,048
-1
-0% -$154 0.01% 855
2020
Q2 		$293K Sell
2,049
-315
-13% -$42.6K 0.01% 846
2020
Q1 		$280K Sell
2,364
-389
-14% -$54.7K 0.01% 794
2019
Q4 		$407K Sell
2,753
-30
-1% -$4.24K 0.01% 786
2019
Q3 		$379K Buy
2,783
+5
+0.2% +$679 0.01% 834
2019
Q2 		$374K Buy
2,778
+4
+0.1% +$529 0.01% 839
2019
Q1 		$360K Sell
2,774
-405
-13% -$50.6K 0.01% 851
2018
Q4 		$365K Buy
3,179
+287
+10% +$35.5K 0.01% 788
2018
Q3 		$386K Sell
2,892
-81
-3% -$10.6K 0.01% 861
2018
Q2 		$371K Buy
2,973
+2
+0.1% +$248 0.01% 678
2018
Q1 		$360K Sell
2,971
-1,629
-35% -$204K 0.01% 551
2017
Q4 		$564K Sell
4,600
-2,646
-37% -$316K 0.02% 468
2017
Q3 		$836K Sell
7,246
-10,252
-59% -$1.16M 0.03% 402
2017
Q2 		$1.94M Buy
+17,498
New +$1.92M 0.07% 292

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

Stephens Inc's VV Position: Q2 2026 in Review

Stephens Inc increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.1% in Q2 2026, buying an estimated $39.4K and bringing the position to 3,931 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #601.

Stephens Inc first reported a position in VV in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.94M in Q2 2017. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Stephens Inc held 3,931 shares of Vanguard Morningstar Large-Cap ETF worth $1.35M as of Q2 2026.
  • Stephens Inc bought 118 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $39.4K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of Stephens Inc's portfolio in Q2 2026, its #601 holding.
  • Stephens Inc first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2017 and has held it in 37 quarters since.
  • Stephens Inc's Vanguard Morningstar Large-Cap ETF position peaked at $1.94M in Q2 2017.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.