Burney Company’s Vanguard Large-Cap ETF VV Stock Holding History

Burney Company’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	–	Sell	-900	Closed	-$257K	–	614
2025 Q2	$257K	Hold	900	–	–	0.01%	515
2025 Q1	$231K	Hold	900	–	–	0.01%	540
2024 Q4	$243K	Hold	900	–	–	0.01%	546
2024 Q3	$237K	Hold	900	–	–	0.01%	565
2024 Q2	$225K	Hold	900	–	–	0.01%	561
2024 Q1	$216K	Buy	+900	New	+$206K	0.01%	569

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Burney Company's VV Position: Q3 2025 in Review

Burney Company sold out of Vanguard Large-Cap ETF (VV) in Q3 2025, closing a stake of 900 shares — an estimated $257K sold.

Burney Company first reported a position in VV in Q1 2024 and held it in 6 quarters. The position peaked at $257K in Q2 2025. 1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

Burney Company reported no remaining Vanguard Large-Cap ETF position as of Q3 2025 after selling out during the quarter.
Burney Company sold 900 Vanguard Large-Cap ETF shares in Q3 2025, an estimated $257K.
Burney Company first reported a position in Vanguard Large-Cap ETF in Q1 2024 and held it in 6 quarters.
Burney Company's Vanguard Large-Cap ETF position peaked at $257K in Q2 2025.
1,265 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2025.

Based on Burney Company's 13F filing for Q3 2025, filed 16 Oct 2025.