Urban Financial Advisory Corp’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Urban Financial Advisory Corp’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	$310K	Buy	902 +3	+0.3%	+$1K	0.09%	32
2026 Q1	$269K	Buy	899 +2	+0.2%	+$626	0.1%	32
2025 Q4	$282K	Buy	897 +5	+0.6%	+$1.56K	0.11%	29
2025 Q3	$275K	Buy	892 +3	+0.3%	+$888	0.13%	28
2025 Q2	$254K	Hold	889	–	–	0.13%	26
2025 Q1	$229K	Buy	889 +3	+0.3%	+$813	0.13%	27
2024 Q4	$239K	Buy	886 +5	+0.6%	+$1.35K	0.13%	20
2024 Q3	$232K	Buy	881 +3	+0.3%	+$761	0.13%	20
2024 Q2	$219K	Hold	878	–	–	0.13%	22
2024 Q1	$210K	Buy	+878	New	+$201K	0.13%	24

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Urban Financial Advisory Corp's VV Position: Q2 2026 in Review

Urban Financial Advisory Corp increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.33% in Q2 2026, buying an estimated $1K and bringing the position to 902 shares worth $310K. The position accounts for 0.09% of the portfolio, ranked #32.

Urban Financial Advisory Corp first reported a position in VV in Q1 2024 and has held it in 10 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Urban Financial Advisory Corp held 902 shares of Vanguard Morningstar Large-Cap ETF worth $310K as of Q2 2026.
Urban Financial Advisory Corp bought 3 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1K.
Vanguard Morningstar Large-Cap ETF made up 0.09% of Urban Financial Advisory Corp's portfolio in Q2 2026, its #32 holding.
Urban Financial Advisory Corp first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 10 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Urban Financial Advisory Corp's 13F filing for Q2 2026, filed 6 Aug 2026.