2L
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25 LLC’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

25 LLC’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 		$305K Hold
887
– – 0.08% 60
2026
Q1 		$265K Hold
887
– – 0.08% 58
2025
Q4 		$279K Hold
887
– – 0.09% 58
2025
Q3 		$273K Buy
+887
New +$263K 0.09% 56
2023
Q3 		– Sell
-46
Closed -$9.54K – 564
2023
Q2 		$9.54K Hold
46
– – 0.01% 154
2023
Q1 		$8.72K Buy
+46
New +$8.38K 0.01% 156

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

25 LLC's VV Position: Q2 2026 in Review

25 LLC held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 887 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #60.

25 LLC first reported a position in VV in Q1 2023 and has held it in 6 quarters since. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • 25 LLC held 887 shares of Vanguard Morningstar Large-Cap ETF worth $305K as of Q2 2026.
  • 25 LLC left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.08% of 25 LLC's portfolio in Q2 2026, its #60 holding.
  • 25 LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 6 quarters since.
  • 695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on 25 LLC's 13F filing for Q2 2026, filed 28 Jul 2026.