Advisor Resource Council’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-24,652	Closed	-$6.34M	–	594
2025 Q1	$6.34M	Buy	+24,652	New	+$6.68M	0.51%	46
2024 Q1	–	Sell	-27,014	Closed	-$5.89M	–	530
2023 Q4	$5.89M	Buy	+27,014	New	+$5.52M	0.69%	36
2022 Q3	–	Sell	-28,158	Closed	-$4.85M	–	505
2022 Q2	$4.85M	Buy	+28,158	New	+$5.28M	0.45%	48
2022 Q1	–	Sell	-27,344	Closed	-$6.04M	–	553
2021 Q4	$6.04M	Buy	+27,344	New	+$5.86M	0.47%	39
2021 Q3	–	Sell	-26,629	Closed	-$5.35M	–	498
2021 Q2	$5.35M	Buy	+26,629	New	+$5.2M	0.56%	35

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advisor Resource Council's VV Position: Q2 2025 in Review

Advisor Resource Council sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2025, closing a stake of 24,652 shares — an estimated $6.34M sold.

Advisor Resource Council first reported a position in VV in Q2 2021 and held it in 5 quarters. The position peaked at $6.34M in Q1 2025. 1,227 funds tracked by Wall St. Rank hold VV as of Q2 2025.

Advisor Resource Council reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 24,652 Vanguard Morningstar Large-Cap ETF shares in Q2 2025, an estimated $6.34M.
Advisor Resource Council first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Vanguard Morningstar Large-Cap ETF position peaked at $6.34M in Q1 2025.
1,227 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.