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

Transamerica Financial Advisors’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 		$66.8M Sell
194,320
-22,303
-10% -$7.44M 5.66% 1
2026
Q1 		$64.7M Sell
216,623
-17,195
-7% -$5.38M 5.52% 1
2025
Q4 		$73.6M Sell
233,818
-21,770
-9% -$6.8M 6.15% 1
2025
Q3 		$78.7M Buy
255,588
+1,146
+0.5% +$339K 6.53% 2
2025
Q2 		$72.6M Sell
254,442
-9,318
-4% -$2.46M 6.81% 2
2025
Q1 		$67.8M Buy
263,760
+14,121
+6% +$3.82M 6.92% 2
2024
Q4 		$67.3M Sell
249,639
-4,311
-2% -$1.17M 6.66% 2
2024
Q3 		$66.9M Sell
253,950
-16,091
-6% -$4.08M 6.52% 2
2024
Q2 		$67.4M Hold
270,041
– – 7.19% 2
2024
Q1 		$64.7M Buy
270,041
+12,620
+5% +$2.89M 6.59% 2
2023
Q4 		$56.2M Sell
257,421
-25,988
-9% -$5.31M 7.75% 2
2023
Q3 		$55.5M Sell
283,409
-6,746
-2% -$1.37M 7.5% 2
2023
Q2 		$58.8M Sell
290,155
-863
-0.3% -$165K 7.63% 2
2023
Q1 		$54.4M Sell
291,018
-2,011
-0.7% -$366K 7.18% 2
2022
Q4 		$51M Sell
293,029
-7,491
-2% -$1.31M 7.27% 2
2022
Q3 		$49.2M Buy
300,520
+15,264
+5% +$2.77M 7.24% 2
2022
Q2 		$49.2M Buy
285,256
+282,620
+10,722% +$53M 6.96% 2
2022
Q1 		$550K Sell
2,636
-700
-21% -$144K 19.63% 1
2021
Q4 		$738K Sell
3,336
-79
-2% -$16.9K 19.95% 1
2021
Q3 		$687K Sell
3,415
-276
-7% -$57K 19.25% 1
2021
Q2 		$741K Sell
3,691
-193
-5% -$37.7K 18.12% 1
2021
Q1 		$720K Sell
3,884
-576
-13% -$104K 17.54% 1
2020
Q4 		$784K Sell
4,460
-1,785
-29% -$297K 16.19% 1
2020
Q3 		$977K Sell
6,245
-253,799
-98% -$39.1M 17.73% 1
2020
Q2 		$37.2M Buy
260,044
+252,506
+3,350% +$34.1M 8.15% 2
2020
Q1 		$893K Sell
7,538
-1,120
-13% -$157K 15.92% 1
2019
Q4 		$1.28M Sell
8,658
-1,532
-15% -$217K 17.74% 1
2019
Q3 		$1.39M Sell
10,190
-231,999
-96% -$31.5M 17.68% 1
2019
Q2 		$32.6M Buy
242,189
+209,634
+644% +$27.7M 7.04% 2
2019
Q1 		$4.23M Sell
32,555
-254,737
-89% -$31.8M 24.92% 1
2018
Q4 		$33M Sell
287,292
-17,310
-6% -$2.14M 8.47% 2
2018
Q3 		$40.7M Sell
304,602
-29,676
-9% -$3.89M 8.64% 1
2018
Q2 		$41.7M Buy
334,278
+5,789
+2% +$719K 9.23% 1
2018
Q1 		$39.8M Sell
328,489
-37,036
-10% -$4.65M 5.88% 1
2017
Q4 		$44.8M Sell
365,525
-130,077
-26% -$15.5M 5.93% 1
2017
Q3 		$57.2M Sell
495,602
-29,805
-6% -$3.38M 7.07% 1
2017
Q2 		$58.3M Sell
525,407
-69,215
-12% -$7.61M 7.91% 1
2017
Q1 		$64.3M Sell
594,622
-32,531
-5% -$3.47M 7.7% 1
2016
Q4 		$64.2M Sell
627,153
-84,158
-12% -$8.43M 7.65% 1
2016
Q3 		$70.5M Sell
711,311
-128,250
-15% -$12.7M 7.65% 1
2016
Q2 		$80.5M Sell
839,561
-165,122
-16% -$15.7M 8.12% 1
2016
Q1 		$94.5M Sell
1,004,683
-170,983
-15% -$15.2M 7.99% 1
2015
Q4 		$110M Buy
1,175,666
+16,035
+1% +$1.51M 8.07% 1
2015
Q3 		$102M Buy
1,159,631
+63,916
+6% +$5.97M 8.19% 1
2015
Q2 		$104M Buy
1,095,715
+87,666
+9% +$8.49M 7.44% 1
2015
Q1 		$96M Buy
+1,008,049
New +$95.7M 6.69% 3

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

Transamerica Financial Advisors's VV Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 10% in Q2 2026, selling an estimated $7.44M and leaving 194,320 shares worth $66.8M. The position accounts for 5.66% of the portfolio, ranked #1.

Transamerica Financial Advisors first reported a position in VV in Q1 2015 and has held it in 46 quarters since. The position peaked at $110M in Q4 2015. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Transamerica Financial Advisors held 194,320 shares of Vanguard Morningstar Large-Cap ETF worth $66.8M as of Q2 2026.
  • Transamerica Financial Advisors sold 22,303 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $7.44M.
  • Vanguard Morningstar Large-Cap ETF made up 5.66% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Transamerica Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2015 and has held it in 46 quarters since.
  • Transamerica Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $110M in Q4 2015.
  • 1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.