Alpha Cubed Investments’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Alpha Cubed Investments’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 Q4	$418K	Sell	1,326 -144	-10%	-$45K	0.01%	198
2025 Q3	$453K	Buy	1,470 +133	+10%	+$39.4K	0.02%	189
2025 Q2	$382K	Sell	1,337 -604	-31%	-$159K	0.01%	208
2025 Q1	$499K	Buy	+1,941	New	+$526K	0.02%	174

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

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

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

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

Alpha Cubed Investments's VV Position: Q4 2025 in Review

Alpha Cubed Investments reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 9.8% in Q4 2025, selling an estimated $45K and leaving 1,326 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #198.

Alpha Cubed Investments first reported a position in VV in Q1 2025 and has held it in 4 quarters since. The position peaked at $499K in Q1 2025. 1,332 funds tracked by Wall St. Rank hold VV as of Q4 2025.

Alpha Cubed Investments held 1,326 shares of Vanguard Morningstar Large-Cap ETF worth $418K as of Q4 2025.
Alpha Cubed Investments sold 144 Vanguard Morningstar Large-Cap ETF shares in Q4 2025, an estimated $45K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #198 holding.
Alpha Cubed Investments first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2025 and has held it in 4 quarters since.
Alpha Cubed Investments's Vanguard Morningstar Large-Cap ETF position peaked at $499K in Q1 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.