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Wells Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Wells Financial Advisors’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 		– Sell
-2,770
Closed -$828K – 54
2026
Q1 		$828K Sell
2,770
-2,285
-45% -$715K 3.77% 9
2025
Q4 		$1.59M Sell
5,055
-5,690
-53% -$1.78M 3.02% 12
2025
Q3 		$3.31M Sell
10,745
-599
-5% -$177K 4.43% 6
2025
Q2 		$3.24M Sell
11,344
-2,043
-15% -$538K 4.45% 6
2025
Q1 		$3.44M Sell
13,387
-45
-0.3% -$12.2K 4.74% 6
2024
Q4 		$3.62M Buy
13,432
+951
+8% +$258K 4.94% 4
2024
Q3 		$3.3M Sell
12,481
-1,509
-11% -$383K 4.45% 7
2024
Q2 		$3.49M Sell
13,990
-206
-1% -$49.5K 2.3% 16
2024
Q1 		$3.4M Sell
14,196
-364
-3% -$83.3K 2.32% 16
2023
Q4 		$3.18M Sell
14,560
-400
-3% -$81.8K 2.31% 14
2023
Q3 		$2.93M Sell
14,960
-10
-0.1% -$2.04K 2.28% 14
2023
Q2 		$3.03M Sell
14,970
-13
-0.1% -$2.49K 2.29% 14
2023
Q1 		$2.8M Sell
14,983
-36
-0.2% -$6.55K 2.23% 15
2022
Q4 		$2.62M Sell
15,019
-381
-2% -$66.8K 2.17% 15
2022
Q3 		$2.52M Sell
15,400
-70
-0.5% -$12.7K 2.44% 14
2022
Q2 		$2.67M Sell
15,470
-310
-2% -$58.2K 2.41% 15
2022
Q1 		$3.29M Buy
15,780
+10
+0.1% +$2.05K 2.75% 13
2021
Q4 		$3.48M Sell
15,770
-15
-0.1% -$3.22K 2.78% 13
2021
Q3 		$3.17M Sell
15,785
-122
-0.8% -$25.2K 2.68% 11
2021
Q2 		$3.19M Buy
15,907
+220
+1% +$42.9K 2.69% 11
2021
Q1 		$2.91M Sell
15,687
-14
-0.1% -$2.54K 2.61% 11
2020
Q4 		$2.76M Buy
+15,701
New +$2.61M 2.36% 11

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

Wells Financial Advisors's VV Position: Q2 2026 in Review

Wells Financial Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 2,770 shares — an estimated $828K sold.

Wells Financial Advisors first reported a position in VV in Q4 2020 and held it in 22 quarters. The position peaked at $3.62M in Q4 2024. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Wells Financial Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Wells Financial Advisors sold 2,770 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $828K.
  • Wells Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and held it in 22 quarters.
  • Wells Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $3.62M in Q4 2024.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.