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

Valmark 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	$392K	Buy	1,141 +193	+20%	+$64.4K	﹤0.01%	559
2026 Q1	$283K	Sell	948 -9	-0.9%	-$2.82K	﹤0.01%	592
2025 Q4	$301K	Hold	957	–	–	﹤0.01%	560
2025 Q3	$295K	Buy	957 +9	+0.9%	+$2.67K	﹤0.01%	559
2025 Q2	$270K	Hold	948	–	–	﹤0.01%	569
2025 Q1	$244K	Hold	948	–	–	﹤0.01%	557
2024 Q4	$256K	Hold	948	–	–	﹤0.01%	542
2024 Q3	$250K	Hold	948	–	–	﹤0.01%	533
2024 Q2	$237K	Hold	948	–	–	﹤0.01%	520
2024 Q1	$227K	Hold	948	–	–	﹤0.01%	502
2023 Q4	$207K	Buy	+948	New	+$194K	﹤0.01%	485
2022 Q1	–	Sell	-1,361	Closed	-$301K	–	444
2021 Q4	$301K	Hold	1,361	–	–	0.01%	348
2021 Q3	$273K	Sell	1,361 -197	-13%	-$40.7K	0.01%	341
2021 Q2	$313K	Buy	1,558 +204	+15%	+$39.8K	0.01%	329
2021 Q1	$251K	Buy	+1,354	New	+$245K	﹤0.01%	342
2020 Q4	–	Sell	-1,458	Closed	-$228K	–	351
2020 Q3	$228K	Hold	1,458	–	–	0.01%	275
2020 Q2	$208K	Buy	+1,458	New	+$197K	﹤0.01%	261
2020 Q1	–	Sell	-1,458	Closed	-$216K	–	250
2019 Q4	$216K	Buy	+1,458	New	+$206K	﹤0.01%	226

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

Valmark Advisers's VV Position: Q2 2026 in Review

Valmark Advisers increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 20% in Q2 2026, buying an estimated $64.4K and bringing the position to 1,141 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Valmark Advisers first reported a position in VV in Q4 2019 and has held it in 18 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Valmark Advisers held 1,141 shares of Vanguard Morningstar Large-Cap ETF worth $392K as of Q2 2026.
Valmark Advisers bought 193 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $64.4K.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #559 holding.
Valmark Advisers first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 18 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.