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Apexium Financial’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Apexium Financial’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 		$7.84M Sell
25,454
-165
-0.6% -$48.9K 0.38% 40
2025
Q2 		$7.31M Sell
25,619
-510
-2% -$134K 0.39% 40
2025
Q1 		$6.72M Sell
26,129
-16
-0.1% -$4.33K 0.4% 39
2024
Q4 		$7.05M Buy
26,145
+286
+1% +$77.5K 0.43% 34
2024
Q3 		$6.81M Hold
25,859
– – 0.45% 33
2024
Q2 		$6.46M Hold
25,859
– – 0.46% 32
2024
Q1 		$6.2M Hold
25,859
– – 0.47% 29
2023
Q4 		$5.64M Sell
25,859
-3,693
-12% -$755K 0.41% 35
2023
Q3 		$5.78M Hold
29,552
– – 0.58% 24
2023
Q2 		$5.99M Hold
29,552
– – 0.53% 24
2023
Q1 		$5.52M Hold
29,552
– – 0.54% 24
2022
Q4 		$5.15M Sell
29,552
-654
-2% -$115K 0.53% 23
2022
Q3 		$4.94M Buy
30,206
+5,039
+20% +$916K 0.61% 22
2022
Q2 		$4.34M Buy
25,167
+1,837
+8% +$345K 2.49% 9
2022
Q1 		$5.16M Hold
23,330
– – 2.71% 9
2021
Q4 		$5.16M Hold
23,330
– – 2.66% 9
2021
Q3 		$4.69M Hold
23,330
– – 2.71% 9
2021
Q2 		$4.68M Hold
23,330
– – 2.91% 10
2021
Q1 		$4.32M Hold
23,330
– – 3.17% 10
2020
Q4 		$4.1M Buy
23,330
+256
+1% +$42.5K 3.24% 10
2020
Q3 		$3.61M Hold
23,074
– – 2.93% 12
2020
Q2 		$3.3M Buy
23,074
+9,679
+72% +$1.31M 2.99% 10
2020
Q1 		$1.59M Buy
13,395
+11,699
+690% +$1.64M 2.1% 15
2019
Q4 		$251K Buy
+1,696
New +$240K 0.32% 57

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Apexium Financial's VV Position: Q3 2025 in Review

Apexium Financial reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.64% in Q3 2025, selling an estimated $48.9K and leaving 25,454 shares worth $7.84M. The position accounts for 0.38% of the portfolio, ranked #40.

Apexium Financial first reported a position in VV in Q4 2019 and has held it in 24 quarters since. 1,268 funds tracked by Wall St. Rank hold VV as of Q3 2025.

  • Apexium Financial held 25,454 shares of Vanguard Morningstar Large-Cap ETF worth $7.84M as of Q3 2025.
  • Apexium Financial sold 165 Vanguard Morningstar Large-Cap ETF shares in Q3 2025, an estimated $48.9K.
  • Vanguard Morningstar Large-Cap ETF made up 0.38% of Apexium Financial's portfolio in Q3 2025, its #40 holding.
  • Apexium Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 24 quarters since.
  • 1,268 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.