Clarity Financial’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Clarity Financial’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	-929	Closed	-$251K	–	129
2024 Q4	$251K	Buy	929 +85	+10%	+$23K	0.03%	106
2024 Q3	$222K	Hold	844	–	–	0.03%	143
2024 Q2	$211K	Hold	844	–	–	0.03%	120
2024 Q1	$202K	Sell	844 -388	-31%	-$88.8K	0.03%	116
2023 Q4	$269K	Hold	1,232	–	–	0.05%	95
2023 Q3	$241K	Sell	1,232 -15	-1%	-$3.06K	0.04%	108
2023 Q2	$253K	Buy	+1,247	New	+$239K	0.04%	96
2023 Q1	–	Sell	-1,232	Closed	-$215K	–	92
2022 Q4	$215K	Buy	+1,232	New	+$216K	0.04%	96
2021 Q4	–	Sell	-1,291	Closed	-$259K	–	121
2021 Q3	$259K	Buy	+1,291	New	+$267K	0.04%	85

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

Clarity Financial's VV Position: Q1 2025 in Review

Clarity Financial sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2025, closing a stake of 929 shares — an estimated $251K sold.

Clarity Financial first reported a position in VV in Q3 2021 and held it in 9 quarters. The position peaked at $269K in Q4 2023. 1,188 funds tracked by Wall St. Rank hold VV as of Q1 2025.

Clarity Financial reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
Clarity Financial sold 929 Vanguard Morningstar Large-Cap ETF shares in Q1 2025, an estimated $251K.
Clarity Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and held it in 9 quarters.
Clarity Financial's Vanguard Morningstar Large-Cap ETF position peaked at $269K in Q4 2023.
1,188 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2025.

Based on Clarity Financial's 13F filing for Q1 2025, filed 14 May 2025.