Cabana LLC’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Cabana LLC’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	-2,901	Closed	-$782K	–	19
2024 Q4	$782K	Buy	2,901 +102	+4%	+$27.6K	3.87%	9
2024 Q3	$737K	Sell	2,799 -872	-24%	-$221K	4.1%	9
2024 Q2	$916K	Buy	+3,671	New	+$882K	4.2%	9
2022 Q1	–	Sell	-7,429	Closed	-$1.64M	–	25
2021 Q4	$1.64M	Buy	+7,429	New	+$1.59M	5.77%	10
2020 Q1	–	Sell	-165	Closed	-$24K	–	111
2019 Q4	$24K	Buy	+165	New	+$23.3K	﹤0.01%	89

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Cabana LLC's VV Position: Q1 2025 in Review

Cabana LLC sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2025, closing a stake of 2,901 shares — an estimated $782K sold.

Cabana LLC first reported a position in VV in Q4 2019 and held it in 5 quarters. The position peaked at $1.64M in Q4 2021. 1,184 funds tracked by Wall St. Rank hold VV as of Q1 2025.

Cabana LLC reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
Cabana LLC sold 2,901 Vanguard Morningstar Large-Cap ETF shares in Q1 2025, an estimated $782K.
Cabana LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and held it in 5 quarters.
Cabana LLC's Vanguard Morningstar Large-Cap ETF position peaked at $1.64M in Q4 2021.
1,184 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2025.

Based on Cabana LLC's 13F filing for Q1 2025, filed 22 Apr 2025.