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

Bullock 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 Q4	–	Sell	-30	Closed	-$9.27K	–	629
2025 Q3	$9.27K	Hold	30	–	–	﹤0.01%	428
2025 Q2	$8.55K	Hold	30	–	–	﹤0.01%	412
2025 Q1	$7.74K	Hold	30	–	–	﹤0.01%	410
2024 Q4	$8.09K	Buy	+30	New	+$8.13K	﹤0.01%	414

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

Bullock Wealth Management's VV Position: Q4 2025 in Review

Bullock Wealth Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2025, closing a stake of 30 shares — an estimated $9.27K sold.

Bullock Wealth Management first reported a position in VV in Q4 2024 and held it in 4 quarters. The position peaked at $9.27K in Q3 2025. 1,334 funds tracked by Wall St. Rank hold VV as of Q4 2025.

Bullock Wealth Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2025 after selling out during the quarter.
Bullock Wealth Management sold 30 Vanguard Morningstar Large-Cap ETF shares in Q4 2025, an estimated $9.27K.
Bullock Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and held it in 4 quarters.
Bullock Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $9.27K in Q3 2025.
1,334 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on Bullock Wealth Management's 13F filing for Q4 2025, filed 10 Sep 2026.