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Stratos Wealth Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Stratos Wealth Partners’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 		$10.9M Sell
31,672
-46
-0.1% -$15.3K 0.11% 193
2026
Q1 		$9.48M Sell
31,718
-1,252
-4% -$392K 0.11% 200
2025
Q4 		$10.4M Buy
32,970
+21
+0.1% +$6.56K 0.12% 186
2025
Q3 		$10.1M Sell
32,949
-112
-0.3% -$33.2K 0.12% 177
2025
Q2 		$9.43M Sell
33,061
-639
-2% -$168K 0.13% 165
2025
Q1 		$8.66M Sell
33,700
-6,357
-16% -$1.72M 0.13% 161
2024
Q4 		$10.8M Buy
40,057
+210
+0.5% +$56.9K 0.15% 136
2024
Q3 		$10.5M Buy
39,847
+6,536
+20% +$1.66M 0.15% 140
2024
Q2 		$8.32M Sell
33,311
-643
-2% -$154K 0.13% 159
2024
Q1 		$8.14M Sell
33,954
-350
-1% -$80.1K 0.13% 157
2023
Q4 		$7.48M Buy
34,304
+177
+0.5% +$36.2K 0.14% 158
2023
Q3 		$6.68M Sell
34,127
-312
-0.9% -$63.5K 0.14% 160
2023
Q2 		$6.98M Buy
34,439
+10,577
+44% +$2.03M 0.16% 145
2023
Q1 		$4.46M Sell
23,862
-11,933
-33% -$2.17M 0.12% 174
2022
Q4 		$6.24M Sell
35,795
-878
-2% -$154K 0.16% 147
2022
Q3 		$6M Sell
36,673
-9,059
-20% -$1.65M 0.17% 127
2022
Q2 		$7.88M Sell
45,732
-362
-0.8% -$67.9K 0.2% 104
2022
Q1 		$9.61M Buy
46,094
+11,251
+32% +$2.31M 0.21% 104
2021
Q4 		$7.7M Buy
34,843
+244
+0.7% +$52.3K 0.17% 126
2021
Q3 		$6.95M Sell
34,599
-640
-2% -$132K 0.18% 120
2021
Q2 		$7.07M Sell
35,239
-909
-3% -$177K 0.18% 121
2021
Q1 		$6.7M Sell
36,148
-215
-0.6% -$39K 0.19% 121
2020
Q4 		$6.39M Sell
36,363
-339
-0.9% -$56.3K 0.19% 123
2020
Q3 		$5.74M Sell
36,702
-6
-0% -$925 0.19% 124
2020
Q2 		$5.25M Sell
36,708
-43
-0.1% -$5.81K 0.19% 128
2020
Q1 		$4.35M Buy
36,751
+4,435
+14% +$623K 0.2% 112
2019
Q4 		$4.78M Buy
32,316
+1,403
+5% +$198K 0.19% 121
2019
Q3 		$4.21M Sell
30,913
-959
-3% -$130K 0.18% 125
2019
Q2 		$4.29M Buy
31,872
+435
+1% +$57.5K 0.19% 119
2019
Q1 		$4.08M Sell
31,437
-119
-0.4% -$14.9K 0.18% 115
2018
Q4 		$3.63M Sell
31,556
-1,520
-5% -$188K 0.19% 115
2018
Q3 		$4.42M Buy
33,076
+277
+0.8% +$36.3K 0.2% 106
2018
Q2 		$4.09M Sell
32,799
-14,626
-31% -$1.82M 0.18% 115
2018
Q1 		$5.75M Buy
47,425
+20,646
+77% +$2.59M 0.24% 89
2017
Q4 		$3.28M Buy
26,779
+1,452
+6% +$174K 0.15% 144
2017
Q3 		$2.92M Buy
25,327
+451
+2% +$51.1K 0.14% 159
2017
Q2 		$2.76M Buy
24,876
+3,726
+18% +$410K 0.14% 148
2017
Q1 		$2.29M Buy
21,150
+1,392
+7% +$148K 0.13% 160
2016
Q4 		$2.02M Sell
19,758
-78
-0.4% -$7.81K 0.13% 164
2016
Q3 		$1.97M Sell
19,836
-328
-2% -$32.5K 0.13% 150
2016
Q2 		$1.93M Buy
20,164
+2,218
+12% +$210K 0.14% 140
2016
Q1 		$1.69M Hold
17,946
– – 0.14% 128
2015
Q4 		$1.68M Sell
17,946
-9,761
-35% -$919K 0.14% 126
2015
Q3 		$2.44M Buy
27,707
+23,233
+519% +$2.17M 0.31% 70
2015
Q2 		$424K Buy
+4,474
New +$433K 0.05% 287

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

Stratos Wealth Partners's VV Position: Q2 2026 in Review

Stratos Wealth Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.15% in Q2 2026, selling an estimated $15.3K and leaving 31,672 shares worth $10.9M. The position accounts for 0.11% of the portfolio, ranked #193.

Stratos Wealth Partners first reported a position in VV in Q2 2015 and has held it in 45 quarters since. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Stratos Wealth Partners held 31,672 shares of Vanguard Morningstar Large-Cap ETF worth $10.9M as of Q2 2026.
  • Stratos Wealth Partners sold 46 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $15.3K.
  • Vanguard Morningstar Large-Cap ETF made up 0.11% of Stratos Wealth Partners's portfolio in Q2 2026, its #193 holding.
  • Stratos Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2015 and has held it in 45 quarters since.
  • 1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.