B.O.S.S. Retirement Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

B.O.S.S. Retirement 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 Q1	–	Sell	-1,358	Closed	-$366K	–	198
2024 Q4	$366K	Buy	+1,358	New	+$368K	0.1%	127
2024 Q1	–	Sell	-1,202	Closed	-$262K	–	236
2023 Q4	$262K	Buy	+1,202	New	+$246K	0.05%	219
2023 Q1	–	Sell	-2,250	Closed	-$392K	–	236
2022 Q4	$392K	Buy	+2,250	New	+$395K	0.1%	176

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

B.O.S.S. Retirement Advisors's VV Position: Q1 2025 in Review

B.O.S.S. Retirement Advisors sold out of Vanguard Large-Cap ETF (VV) in Q1 2025, closing a stake of 1,358 shares — an estimated $366K sold.

B.O.S.S. Retirement Advisors first reported a position in VV in Q4 2022 and held it in 3 quarters. The position peaked at $392K in Q4 2022. 1,183 funds tracked by Wall St. Rank hold VV as of Q1 2025.

B.O.S.S. Retirement Advisors reported no remaining Vanguard Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 1,358 Vanguard Large-Cap ETF shares in Q1 2025, an estimated $366K.
B.O.S.S. Retirement Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2022 and held it in 3 quarters.
B.O.S.S. Retirement Advisors's Vanguard Large-Cap ETF position peaked at $392K in Q4 2022.
1,183 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.