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Valley National Advisers’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Valley National Advisers’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 		$23.7K Sell
69
-1,988
-97% -$663K ﹤0.01% 495
2026
Q1 		$614K Hold
2,057
– – 0.08% 161
2025
Q4 		$647K Sell
2,057
-82
-4% -$25.6K 0.09% 157
2025
Q3 		$658K Buy
2,139
+19
+0.9% +$5.63K 0.1% 152
2025
Q2 		$604K Hold
2,120
– – 0.1% 155
2025
Q1 		$544K Hold
2,120
– – 0.1% 155
2024
Q4 		$571K Sell
2,120
-73
-3% -$19.8K 0.1% 150
2024
Q3 		$577K Sell
2,193
-95
-4% -$24.1K 0.1% 155
2024
Q2 		$571K Hold
2,288
– – 0.08% 152
2024
Q1 		$548K Hold
2,288
– – 0.08% 155
2023
Q4 		$499K Sell
2,288
-47
-2% -$9.61K 0.08% 163
2023
Q3 		$457K Hold
2,335
– – 0.08% 166
2023
Q2 		$474K Hold
2,335
– – 0.08% 175
2023
Q1 		$439K Hold
2,335
– – 0.08% 179
2022
Q4 		$420K Hold
2,335
– – 0.08% 183
2022
Q3 		$396K Hold
2,335
– – 0.08% 187
2022
Q2 		$416K Buy
2,335
+95
+4% +$17.8K 0.09% 169
2022
Q1 		$467K Sell
2,240
-23
-1% -$4.72K 0.09% 168
2021
Q4 		$500K Buy
2,263
+7
+0.3% +$1.5K 0.09% 163
2021
Q3 		$453K Buy
2,256
+7
+0.3% +$1.45K 0.08% 161
2021
Q2 		$452K Buy
2,249
+7
+0.3% +$1.37K 0.08% 161
2021
Q1 		$416K Buy
2,242
+7
+0.3% +$1.27K 0.08% 162
2020
Q4 		$393K Buy
2,235
+17
+0.8% +$2.82K 0.08% 153
2020
Q3 		$347K Buy
2,218
+9
+0.4% +$1.39K 0.08% 147
2020
Q2 		$316K Sell
2,209
-1,365
-38% -$185K 0.07% 152
2020
Q1 		$423K Sell
3,574
-211
-6% -$29.6K 0.12% 119
2019
Q4 		$560K Sell
3,785
-191
-5% -$27K 0.14% 114
2019
Q3 		$542K Buy
3,976
+17
+0.4% +$2.31K 0.15% 109
2019
Q2 		$533K Buy
3,959
+12
+0.3% +$1.59K 0.15% 113
2019
Q1 		$512K Sell
3,947
-52
-1% -$6.5K 0.15% 111
2018
Q4 		$459K Sell
3,999
-1
-0% -$124 0.15% 112
2018
Q3 		$534K Sell
4,000
-158
-4% -$20.7K 0.19% 111
2018
Q2 		$519K Sell
4,158
-26
-0.6% -$3.23K 0.2% 106
2018
Q1 		$507K Buy
4,184
+8
+0.2% +$1K 0.19% 103
2017
Q4 		$512K Buy
4,176
+10
+0.2% +$1.2K 0.18% 101
2017
Q3 		$481K Sell
4,166
-93
-2% -$10.5K 0.16% 96
2017
Q2 		$473K Sell
4,259
-82
-2% -$9.02K 0.17% 93
2017
Q1 		$469K Sell
4,341
-6,578
-60% -$701K 0.18% 92
2016
Q4 		$1.12M Buy
10,919
+17
+0.2% +$1.7K 0.51% 60
2016
Q3 		$1.08M Buy
10,902
+169
+2% +$16.7K 0.56% 55
2016
Q2 		$1.03M Buy
10,733
+380
+4% +$36.1K 0.54% 56
2016
Q1 		$973K Sell
10,353
-611
-6% -$54.5K 0.52% 59
2015
Q4 		$1.02M Buy
10,964
+655
+6% +$61.7K 0.6% 53
2015
Q3 		$908K Sell
10,309
-245
-2% -$22.9K 0.55% 54
2015
Q2 		$1M Buy
10,554
+5,216
+98% +$505K 0.57% 55
2015
Q1 		$508K Buy
+5,338
New +$507K 0.3% 85

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

Valley National Advisers's VV Position: Q2 2026 in Review

Valley National Advisers reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 97% in Q2 2026, selling an estimated $663K and leaving 69 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Valley National Advisers first reported a position in VV in Q1 2015 and has held it in 46 quarters since. The position peaked at $1.12M in Q4 2016. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Valley National Advisers held 69 shares of Vanguard Morningstar Large-Cap ETF worth $23.7K as of Q2 2026.
  • Valley National Advisers sold 1,988 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $663K.
  • Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #495 holding.
  • Valley National Advisers first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2015 and has held it in 46 quarters since.
  • Valley National Advisers's Vanguard Morningstar Large-Cap ETF position peaked at $1.12M in Q4 2016.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.