Carolina Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Carolina Wealth 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 Q4	–	Sell	-14	Closed	-$4.31K	–	293
2025 Q3	$4.31K	Buy	+14	New	+$4.14K	﹤0.01%	190
2024 Q1	–	Sell	-6	Closed	-$1.31K	–	252
2023 Q4	$1.31K	Hold	6	–	–	﹤0.01%	213
2023 Q3	$1.17K	Sell	6 -162	-96%	-$33K	﹤0.01%	231
2023 Q2	$34.1K	Buy	+168	New	+$32.2K	0.02%	114

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

Carolina Wealth Advisors's VV Position: Q4 2025 in Review

Carolina Wealth Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2025, closing a stake of 14 shares — an estimated $4.31K sold.

Carolina Wealth Advisors first reported a position in VV in Q2 2023 and held it in 4 quarters. The position peaked at $34.1K in Q2 2023. 1,330 funds tracked by Wall St. Rank hold VV as of Q4 2025.

Carolina Wealth Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2025 after selling out during the quarter.
Carolina Wealth Advisors sold 14 Vanguard Morningstar Large-Cap ETF shares in Q4 2025, an estimated $4.31K.
Carolina Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2023 and held it in 4 quarters.
Carolina Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $34.1K in Q2 2023.
1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on Carolina Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.