Valeo Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.84M | Sell |
28,600
-11
| -0% | -$3.67K | 0.21% | 52 |
|
|
2026
Q1 | $8.55M | Buy |
28,611
+1,087
| +4% | +$340K | 0.2% | 55 |
|
|
2025
Q4 | $8.66M | Sell |
27,524
-58
| -0.2% | -$18.1K | 0.19% | 56 |
|
|
2025
Q3 | $8.49M | Sell |
27,582
-13
| -0% | -$3.85K | 0.19% | 56 |
|
|
2025
Q2 | $7.87M | Buy |
27,595
+25,194
| +1,049% | +$6.64M | 0.19% | 58 |
|
|
2025
Q1 | $617K | Sell |
2,401
-767
| -24% | -$208K | 0.02% | 358 |
|
|
2024
Q4 | $854K | Buy |
3,168
+511
| +19% | +$138K | 0.02% | 300 |
|
|
2024
Q3 | $700K | Buy |
2,657
+285
| +12% | +$72.3K | 0.02% | 331 |
|
|
2024
Q2 | $592K | Hold |
2,372
| – | – | 0.02% | 342 |
|
|
2024
Q1 | $550K | Buy |
2,372
+284
| +14% | +$65K | 0.02% | 347 |
|
|
2023
Q4 | $455K | Buy |
2,088
+113
| +6% | +$23.1K | 0.02% | 390 |
|
|
2023
Q3 | $386K | Buy |
1,975
+59
| +3% | +$12K | 0.02% | 394 |
|
|
2023
Q2 | $388K | Hold |
1,916
| – | – | 0.02% | 369 |
|
|
2023
Q1 | $358K | Sell |
1,916
-172
| -8% | -$31.3K | 0.02% | 396 |
|
|
2022
Q4 | $364K | Sell |
2,088
-2,254
| -52% | -$395K | 0.02% | 339 |
|
|
2022
Q3 | $710K | Buy |
4,342
+2,693
| +163% | +$490K | 0.05% | 206 |
|
|
2022
Q2 | $284K | Hold |
1,649
| – | – | 0.02% | 363 |
|
|
2022
Q1 | $344K | Sell |
1,649
-35
| -2% | -$7.19K | 0.02% | 415 |
|
|
2021
Q4 | $372K | Buy |
+1,684
| New | +$361K | 0.02% | 368 |
|
|
2021
Q2 | – | Sell |
-851
| Closed | -$158K | – | 1806 |
|
|
2021
Q1 | $158K | Hold |
851
| – | – | 0.01% | 502 |
|
|
2020
Q4 | $150K | Buy |
851
+35
| +4% | +$5.82K | 0.01% | 473 |
|
|
2020
Q3 | $128K | Sell |
816
-22,689
| -97% | -$3.5M | 0.01% | 422 |
|
|
2020
Q2 | $153K | Buy |
23,505
+21,474
| +1,057% | +$2.9M | 0.01% | 380 |
|
|
2020
Q1 | $260K | Buy |
2,031
+1,874
| +1,194% | +$263K | 0.03% | 248 |
|
|
2019
Q4 | $23K | Hold |
157
| – | – | ﹤0.01% | 894 |
|
|
2019
Q3 | $21K | Buy |
157
+98
| +166% | +$13.3K | ﹤0.01% | 840 |
|
|
2019
Q2 | $8K | Hold |
59
| – | – | ﹤0.01% | 1096 |
|
|
2019
Q1 | $8K | Hold |
59
| – | – | ﹤0.01% | 1040 |
|
|
2018
Q4 | $7K | Hold |
59
| – | – | ﹤0.01% | 990 |
|
|
2018
Q3 | $7K | Hold |
59
| – | – | ﹤0.01% | 1098 |
|
|
2018
Q2 | $8K | Hold |
59
| – | – | ﹤0.01% | 1026 |
|
|
2018
Q1 | $7K | Sell |
59
-561
| -90% | -$70.4K | ﹤0.01% | 1047 |
|
|
2017
Q4 | $76K | Buy |
+620
| New | +$74.1K | 0.01% | 395 |
|
Other funds holding VV
NMIFOAC
JFGLC
Valeo Financial Advisors's VV Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.04% in Q2 2026, selling an estimated $3.67K and leaving 28,600 shares worth $9.84M. The position accounts for 0.21% of the portfolio, ranked #52.
Valeo Financial Advisors first reported a position in VV in Q4 2017 and has held it in 33 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.
- Valeo Financial Advisors held 28,600 shares of Vanguard Morningstar Large-Cap ETF worth $9.84M as of Q2 2026.
- Valeo Financial Advisors sold 11 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $3.67K.
- Vanguard Morningstar Large-Cap ETF made up 0.21% of Valeo Financial Advisors's portfolio in Q2 2026, its #52 holding.
- Valeo Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2017 and has held it in 33 quarters since.
- 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.