Better Money Decisions’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Better Money Decisions’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 Q2	$316K	Hold	1,107	–	–	0.19%	60
2025 Q1	$285K	Sell	1,107 -55	-5%	-$14.9K	0.19%	62
2024 Q4	$313K	Buy	1,162 +119	+11%	+$32.2K	0.22%	56
2024 Q3	$275K	Buy	1,043 +66	+7%	+$16.7K	0.19%	56
2024 Q2	$244K	Hold	977	–	–	0.18%	60
2024 Q1	$234K	Buy	977 +1	+0.1%	+$229	0.19%	61
2023 Q4	$213K	Buy	+976	New	+$200K	0.18%	61
2022 Q3	–	Sell	-949	Closed	-$164K	–	440
2022 Q2	$164K	Buy	+949	New	+$178K	0.14%	63
2022 Q1	–	Sell	-942	Closed	-$208K	–	66
2021 Q4	$208K	Buy	942 +3	+0.3%	+$643	0.18%	62
2021 Q3	$189K	Buy	939 +3	+0.3%	+$620	0.16%	72
2021 Q2	$188K	Hold	936	–	–	0.17%	70
2021 Q1	$173K	Buy	+936	New	+$170K	0.18%	62

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

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

Better Money Decisions's VV Position: Q2 2025 in Review

Better Money Decisions held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2025 at 1,107 shares worth $316K. The position accounts for 0.19% of the portfolio, ranked #60.

Better Money Decisions first reported a position in VV in Q1 2021 and has held it in 12 quarters since. 1,226 funds tracked by Wall St. Rank hold VV as of Q2 2025.

Better Money Decisions held 1,107 shares of Vanguard Morningstar Large-Cap ETF worth $316K as of Q2 2025.
Better Money Decisions left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2025.
Vanguard Morningstar Large-Cap ETF made up 0.19% of Better Money Decisions's portfolio in Q2 2025, its #60 holding.
Better Money Decisions first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2021 and has held it in 12 quarters since.
1,226 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.