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United Asset Strategies’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

United Asset Strategies’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 		$816K Buy
2,373
+15
+0.6% +$5K 0.06% 169
2026
Q1 		$705K Buy
2,358
+3
+0.1% +$939 0.06% 173
2025
Q4 		$741K Buy
2,355
+13
+0.6% +$4.06K 0.06% 171
2025
Q3 		$721K Sell
2,342
-8
-0.3% -$2.37K 0.06% 171
2025
Q2 		$670K Sell
2,350
-4
-0.2% -$1.05K 0.06% 171
2025
Q1 		$605K Sell
2,354
-466
-17% -$126K 0.06% 184
2024
Q4 		$761K Sell
2,820
-223
-7% -$60.4K 0.07% 155
2024
Q3 		$801K Sell
3,043
-38
-1% -$9.64K 0.07% 154
2024
Q2 		$769K Sell
3,081
-39
-1% -$9.37K 0.08% 152
2024
Q1 		$748K Sell
3,120
-123
-4% -$28.1K 0.07% 173
2023
Q4 		$708K Buy
3,243
+8
+0.2% +$1.64K 0.08% 168
2023
Q3 		$633K Sell
3,235
-946
-23% -$193K 0.08% 164
2023
Q2 		$847K Buy
4,181
+2,692
+181% +$516K 0.11% 141
2023
Q1 		$206K Sell
1,489
-2,639
-64% -$480K 0.03% 213
2022
Q4 		$719K Buy
4,128
+647
+19% +$114K 0.1% 152
2022
Q3 		$569K Buy
3,481
+8
+0.2% +$1.45K 0.09% 143
2022
Q2 		$599K Buy
3,473
+8
+0.2% +$1.5K 0.09% 146
2022
Q1 		$722K Sell
3,465
-444
-11% -$91.2K 0.09% 137
2021
Q4 		$864K Sell
3,909
-18
-0.5% -$3.86K 0.1% 130
2021
Q3 		$789K Sell
3,927
-218
-5% -$45.1K 0.1% 130
2021
Q2 		$832K Sell
4,145
-754
-15% -$147K 0.11% 127
2021
Q1 		$908K Sell
4,899
-407
-8% -$73.8K 0.13% 116
2020
Q4 		$932K Sell
5,306
-509
-9% -$84.6K 0.15% 108
2020
Q3 		$910K Sell
5,815
-241
-4% -$37.2K 0.17% 98
2020
Q2 		$866K Sell
6,056
-191
-3% -$25.8K 0.17% 99
2020
Q1 		$740K Sell
6,247
-1,451
-19% -$204K 0.18% 99
2019
Q4 		$1.14M Buy
7,698
+11
+0.1% +$1.56K 0.22% 95
2019
Q3 		$1.05M Buy
7,687
+18
+0.2% +$2.44K 0.23% 93
2019
Q2 		$1.03M Buy
7,669
+12
+0.2% +$1.59K 0.24% 96
2019
Q1 		$994K Hold
7,657
– – 0.23% 99
2018
Q4 		$879K Buy
7,657
+23
+0.3% +$2.85K 0.24% 94
2018
Q3 		$1.02M Hold
7,634
– – 0.24% 96
2018
Q2 		$952K Buy
7,634
+10
+0.1% +$1.24K 0.25% 95
2018
Q1 		$924K Buy
7,624
+9
+0.1% +$1.13K 0.27% 90
2017
Q4 		$933K Sell
7,615
-20
-0.3% -$2.39K 0.25% 89
2017
Q3 		$881K Sell
7,635
-1,189
-13% -$135K 0.5% 51
2017
Q2 		$980K Sell
8,824
-176
-2% -$19.4K 0.29% 82
2017
Q1 		$973K Buy
9,000
+9
+0.1% +$959 0.3% 79
2016
Q4 		$920K Sell
8,991
-72
-0.8% -$7.21K 0.3% 76
2016
Q3 		$899K Sell
9,063
-238
-3% -$23.6K 0.31% 70
2016
Q2 		$892K Buy
9,301
+10
+0.1% +$949 0.33% 66
2016
Q1 		$873K Sell
9,291
-89
-0.9% -$7.93K 0.39% 62
2015
Q4 		$877K Sell
9,380
-299
-3% -$28.2K 0.38% 65
2015
Q3 		$852K Buy
9,679
+61
+0.6% +$5.7K 0.39% 62
2015
Q2 		$912K Sell
9,618
-335
-3% -$32.4K 0.41% 67
2015
Q1 		$954K Sell
9,953
-1,904
-16% -$181K 0.44% 63
2014
Q4 		$1.12M Buy
11,857
+14
+0.1% +$1.29K 0.48% 62
2014
Q3 		$1.07M Sell
11,843
-1,040
-8% -$94.5K 0.48% 62
2014
Q2 		$1.16M Buy
+12,883
New +$1.13M 0.56% 59
2014
Q1 		– Sell
-15,824
Closed -$1.34M – 129
2013
Q4 		$1.34M Buy
+15,824
New +$1.29M 0.92% 38
2013
Q3 		– Sell
-4,373
Closed -$321K – 97
2013
Q2 		$321K Buy
+4,373
New +$322K 0.21% 81

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

United Asset Strategies's VV Position: Q2 2026 in Review

United Asset Strategies increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.64% in Q2 2026, buying an estimated $5K and bringing the position to 2,373 shares worth $816K. The position accounts for 0.06% of the portfolio, ranked #169.

United Asset Strategies first reported a position in VV in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.34M in Q4 2013. 944 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • United Asset Strategies held 2,373 shares of Vanguard Morningstar Large-Cap ETF worth $816K as of Q2 2026.
  • United Asset Strategies bought 15 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $5K.
  • Vanguard Morningstar Large-Cap ETF made up 0.06% of United Asset Strategies's portfolio in Q2 2026, its #169 holding.
  • United Asset Strategies first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 51 quarters since.
  • United Asset Strategies's Vanguard Morningstar Large-Cap ETF position peaked at $1.34M in Q4 2013.
  • 944 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.