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World Investment Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

World Investment 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 		$3.49M Buy
11,403
+133
+1% +$44.4K 0.06% 340
2026
Q1 		$3.37M Sell
11,270
-14,838
-57% -$4.64M 0.05% 354
2025
Q4 		$8.22M Buy
26,108
+1,063
+4% +$332K 0.13% 177
2025
Q3 		$7.71M Sell
25,045
-732
-3% -$217K 0.16% 152
2025
Q2 		$7.35M Buy
25,777
+599
+2% +$158K 0.17% 141
2025
Q1 		$6.47M Buy
25,178
+584
+2% +$158K 0.17% 147
2024
Q4 		$6.63M Sell
24,594
-1,371
-5% -$371K 0.18% 130
2024
Q3 		$6.84M Buy
25,965
+837
+3% +$212K 0.21% 114
2024
Q2 		$6.27M Buy
25,128
+23,066
+1,119% +$5.54M 0.39% 56
2024
Q1 		$494K Buy
2,062
+395
+24% +$90.4K 0.07% 221
2023
Q4 		$364K Buy
1,667
+5
+0.3% +$1.02K 0.05% 274
2023
Q3 		$325K Sell
1,662
-3
-0.2% -$611 0.06% 189
2023
Q2 		$338K Buy
1,665
+1
+0.1% +$192 0.07% 183
2023
Q1 		$311K Sell
1,664
-340
-17% -$61.9K 0.06% 178
2022
Q4 		$349K Sell
2,004
-5,749
-74% -$1.01M 0.08% 161
2022
Q3 		$1.27M Buy
7,753
+78
+1% +$14.2K 0.3% 53
2022
Q2 		$1.46M Sell
7,675
-189
-2% -$35.5K 0.31% 51
2022
Q1 		$1.64M Buy
7,864
+11
+0.1% +$2.26K 0.34% 53
2021
Q4 		$1.63M Sell
7,853
-600
-7% -$129K 0.34% 53
2021
Q3 		$1.7M Sell
8,453
-2,721
-24% -$562K 0.38% 46
2021
Q2 		$2.24M Buy
11,174
+92
+0.8% +$18K 0.51% 38
2021
Q1 		$2.12M Sell
11,082
-615
-5% -$111K 0.51% 38
2020
Q4 		$2.17M Buy
11,697
+10,194
+678% +$1.69M 0.55% 36
2020
Q3 		$235K Buy
+1,503
New +$232K 0.08% 144

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

World Investment Advisors's VV Position: Q2 2026 in Review

World Investment Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.2% in Q2 2026, buying an estimated $44.4K and bringing the position to 11,403 shares worth $3.49M. The position accounts for 0.06% of the portfolio, ranked #340.

World Investment Advisors first reported a position in VV in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.22M in Q4 2025. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • World Investment Advisors held 11,403 shares of Vanguard Morningstar Large-Cap ETF worth $3.49M as of Q2 2026.
  • World Investment Advisors bought 133 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $44.4K.
  • Vanguard Morningstar Large-Cap ETF made up 0.06% of World Investment Advisors's portfolio in Q2 2026, its #340 holding.
  • World Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • World Investment Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $8.22M in Q4 2025.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.