Alaska Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Alaska Wealth 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
2025 Q3	–	Sell	-1,074	Closed	-$306K	–	87
2025 Q2	$306K	Buy	+1,074	New	+$283K	0.04%	60
2024 Q4	–	Sell	-477	Closed	-$125K	–	110
2024 Q3	$125K	Sell	477 -14	-3%	-$3.55K	0.02%	81
2024 Q2	$122K	Hold	491	–	–	0.02%	75
2024 Q1	$118K	Hold	491	–	–	0.02%	79
2023 Q4	$107K	Sell	491 -135	-22%	-$27.6K	0.02%	77
2023 Q3	$122K	Buy	+626	New	+$127K	0.02%	68

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Alaska Wealth Advisors's VV Position: Q3 2025 in Review

Alaska Wealth Advisors sold out of Vanguard Large-Cap ETF (VV) in Q3 2025, closing a stake of 1,074 shares — an estimated $306K sold.

Alaska Wealth Advisors first reported a position in VV in Q3 2023 and held it in 6 quarters. The position peaked at $306K in Q2 2025. 1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

Alaska Wealth Advisors reported no remaining Vanguard Large-Cap ETF position as of Q3 2025 after selling out during the quarter.
Alaska Wealth Advisors sold 1,074 Vanguard Large-Cap ETF shares in Q3 2025, an estimated $306K.
Alaska Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q3 2023 and held it in 6 quarters.
Alaska Wealth Advisors's Vanguard Large-Cap ETF position peaked at $306K in Q2 2025.
1,265 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2025.

Based on Alaska Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.