Stifel Financial
VV icon

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

Stifel Financial’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 		$17.1M Sell
49,813
-98
-0.2% -$32.7K 0.01% 748
2026
Q1 		$14.9M Sell
49,911
-1,952
-4% -$611K 0.01% 757
2025
Q4 		$16.3M Buy
51,863
+3,132
+6% +$978K 0.01% 721
2025
Q3 		$15M Sell
48,731
-235
-0.5% -$69.6K 0.01% 753
2025
Q2 		$14M Buy
48,966
+1,725
+4% +$455K 0.01% 751
2025
Q1 		$12.1M Sell
47,241
-13
-0% -$3.52K 0.01% 764
2024
Q4 		$12.7M Sell
47,254
-244
-0.5% -$66.1K 0.01% 764
2024
Q3 		$12.5M Buy
47,498
+1,509
+3% +$383K 0.01% 779
2024
Q2 		$11.5M Sell
45,989
-65
-0.1% -$15.6K 0.01% 760
2024
Q1 		$11M Sell
46,054
-3,719
-7% -$851K 0.01% 773
2023
Q4 		$10.9M Buy
49,773
+739
+2% +$151K 0.01% 744
2023
Q3 		$9.6M Buy
49,034
+8,622
+21% +$1.76M 0.01% 740
2023
Q2 		$8.19M Sell
40,412
-3,501
-8% -$671K 0.01% 799
2023
Q1 		$8.2M Sell
43,913
-325
-0.7% -$59.2K 0.01% 769
2022
Q4 		$7.71M Sell
44,238
-112
-0.3% -$19.6K 0.01% 773
2022
Q3 		$7.25M Buy
44,350
+309
+0.7% +$56.2K 0.01% 765
2022
Q2 		$7.59M Buy
44,041
+2,552
+6% +$479K 0.01% 765
2022
Q1 		$8.65M Buy
41,489
+469
+1% +$96.3K 0.01% 784
2021
Q4 		$9.07M Sell
41,020
-96
-0.2% -$20.6K 0.01% 783
2021
Q3 		$8.26M Sell
41,116
-43
-0.1% -$8.89K 0.01% 797
2021
Q2 		$8.26M Buy
41,159
+136
+0.3% +$26.5K 0.01% 780
2021
Q1 		$7.6M Sell
41,023
-21,913
-35% -$3.97M 0.01% 772
2020
Q4 		$11.1M Buy
62,936
+14,857
+31% +$2.47M 0.02% 571
2020
Q3 		$7.52M Sell
48,079
-2,250
-4% -$347K 0.02% 620
2020
Q2 		$7.2M Sell
50,329
-44,087
-47% -$5.96M 0.02% 603
2020
Q1 		$11.2M Buy
94,416
+58,233
+161% +$8.18M 0.03% 414
2019
Q4 		$5.35M Sell
36,183
-788
-2% -$111K 0.01% 856
2019
Q3 		$5.04M Sell
36,971
-1,358
-4% -$184K 0.01% 828
2019
Q2 		$5.16M Sell
38,329
-257
-0.7% -$34K 0.01% 848
2019
Q1 		$5.01M Buy
38,586
+5,250
+16% +$656K 0.01% 820
2018
Q4 		$3.83M Sell
33,336
-74
-0.2% -$9.16K 0.01% 883
2018
Q3 		$4.46M Sell
33,410
-2,004
-6% -$263K 0.01% 886
2018
Q2 		$4.42M Sell
35,414
-503
-1% -$62.5K 0.01% 870
2018
Q1 		$4.35M Buy
35,917
+2,029
+6% +$255K 0.01% 845
2017
Q4 		$4.15M Sell
33,888
-360
-1% -$43K 0.01% 846
2017
Q3 		$3.95M Buy
34,248
+381
+1% +$43.1K 0.01% 826
2017
Q2 		$3.76M Sell
33,867
-738
-2% -$81.2K 0.01% 830
2017
Q1 		$3.74M Sell
34,605
-1,924
-5% -$205K 0.01% 821
2016
Q4 		$3.74M Sell
36,529
-3,028
-8% -$303K 0.02% 764
2016
Q3 		$3.92M Sell
39,557
-1,016
-3% -$101K 0.02% 725
2016
Q2 		$3.89M Buy
40,573
+118
+0.3% +$11.2K 0.02% 717
2016
Q1 		$3.8M Buy
40,455
+3,748
+10% +$334K 0.02% 653
2015
Q4 		$3.43M Buy
36,707
+2,174
+6% +$205K 0.02% 729
2015
Q3 		$3.04M Buy
34,533
+499
+1% +$46.6K 0.02% 740
2015
Q2 		$3.23M Buy
34,034
+2,359
+7% +$228K 0.02% 755
2015
Q1 		$3.02M Buy
31,675
+2,681
+9% +$255K 0.02% 777
2014
Q4 		$2.74M Buy
+28,994
New +$2.68M 0.02% 777

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

Stifel Financial's VV Position: Q2 2026 in Review

Stifel Financial reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.2% in Q2 2026, selling an estimated $32.7K and leaving 49,813 shares worth $17.1M. The position accounts for 0.01% of the portfolio, ranked #748.

Stifel Financial first reported a position in VV in Q4 2014 and has held it in 47 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Stifel Financial held 49,813 shares of Vanguard Morningstar Large-Cap ETF worth $17.1M as of Q2 2026.
  • Stifel Financial sold 98 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $32.7K.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #748 holding.
  • Stifel Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.