AllSquare Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

AllSquare Wealth Management’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	$23.7K	Hold	77	–	–	0.01%	298
2025 Q2	$22K	Hold	77	–	–	0.01%	308
2025 Q1	$19.8K	Hold	77	–	–	0.01%	315
2024 Q4	$20.8K	Hold	77	–	–	0.01%	309
2024 Q3	$20.3K	Hold	77	–	–	0.01%	311
2024 Q2	$19.2K	Hold	77	–	–	0.01%	308
2024 Q1	$18.5K	Hold	77	–	–	0.01%	313
2023 Q4	$16.8K	Sell	77 -25	-25%	-$5.11K	0.01%	316
2023 Q3	$20K	Buy	102 +17	+20%	+$3.46K	0.01%	291
2023 Q2	$16.3K	Hold	85	–	–	0.01%	321
2023 Q1	$15.9K	Hold	85	–	–	0.01%	322
2022 Q4	$14.8K	Hold	85	–	–	0.01%	317
2022 Q3	$14K	Hold	85	–	–	0.01%	319
2022 Q2	$15K	Hold	85	–	–	0.01%	321
2022 Q1	$18K	Buy	85 +25	+42%	+$5.13K	0.01%	329
2021 Q4	$13K	Hold	60	–	–	0.01%	366
2021 Q3	$12K	Hold	60	–	–	0.01%	356
2021 Q2	$12K	Hold	60	–	–	0.01%	374
2021 Q1	$11K	Hold	60	–	–	0.01%	376
2020 Q4	$11K	Hold	60	–	–	0.01%	345
2020 Q3	$9K	Hold	60	–	–	0.01%	347
2020 Q2	$9K	Hold	60	–	–	0.01%	352
2020 Q1	$7K	Hold	60	–	–	0.01%	341
2019 Q4	$9K	Hold	60	–	–	0.01%	341
2019 Q3	$8K	Hold	60	–	–	0.01%	350
2019 Q2	$8K	Hold	60	–	–	0.01%	359
2019 Q1	$8K	Hold	60	–	–	0.01%	359
2018 Q4	$7K	Hold	60	–	–	0.01%	360
2018 Q3	$8K	Hold	60	–	–	0.01%	368
2018 Q2	$7K	Hold	60	–	–	0.01%	378
2018 Q1	$7K	Hold	60	–	–	0.01%	306
2017 Q4	$7K	Hold	60	–	–	0.01%	309
2017 Q3	$7K	Hold	60	–	–	0.01%	288
2017 Q2	$7K	Hold	60	–	–	0.01%	142
2017 Q1	$6K	Hold	60	–	–	0.01%	294
2016 Q4	$6K	Buy	+60	New	+$6.01K	0.01%	273

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

AllSquare Wealth Management's VV Position: Q3 2025 in Review

AllSquare Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2025 at 77 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #298.

AllSquare Wealth Management first reported a position in VV in Q4 2016 and has held it in 36 quarters since. 1,271 funds tracked by Wall St. Rank hold VV as of Q3 2025.

AllSquare Wealth Management held 77 shares of Vanguard Morningstar Large-Cap ETF worth $23.7K as of Q3 2025.
AllSquare Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2025.
Vanguard Morningstar Large-Cap ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #298 holding.
AllSquare Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2016 and has held it in 36 quarters since.
1,271 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.