Consolidated Portfolio Review Corp’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Consolidated Portfolio Review Corp’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	-7,091	Closed	-$2.18M	–	420
2025 Q3	$2.18M	Buy	7,091 +3,495	+97%	+$1.03M	0.27%	91
2025 Q2	$1.03M	Sell	3,596 -177	-5%	-$46.6K	0.14%	159
2025 Q1	$970K	Sell	3,773 -1	-0%	-$271	0.16%	152
2024 Q4	$1.02M	Sell	3,774 -66	-2%	-$17.9K	0.16%	148
2024 Q3	$1.01M	Sell	3,840 -3	-0.1%	-$761	0.23%	116
2024 Q2	$959K	Sell	3,843 -4,693	-55%	-$1.13M	0.22%	113
2024 Q1	$2.05M	Sell	8,536 -380	-4%	-$86.9K	0.54%	54
2023 Q4	$1.95M	Sell	8,916 -642	-7%	-$131K	0.44%	62
2023 Q3	$1.87M	Sell	9,558 -127	-1%	-$25.9K	0.45%	61
2023 Q2	$1.96M	Sell	9,685 -513	-5%	-$98.3K	0.47%	56
2023 Q1	$1.91M	Buy	+10,198	New	+$1.86M	0.52%	53

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 $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 $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Consolidated Portfolio Review Corp's VV Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2025, closing a stake of 7,091 shares — an estimated $2.18M sold.

Consolidated Portfolio Review Corp first reported a position in VV in Q1 2023 and held it in 11 quarters. The position peaked at $2.18M in Q3 2025. 1,329 funds tracked by Wall St. Rank hold VV as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 7,091 Vanguard Morningstar Large-Cap ETF shares in Q4 2025, an estimated $2.18M.
Consolidated Portfolio Review Corp first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's Vanguard Morningstar Large-Cap ETF position peaked at $2.18M in Q3 2025.
1,329 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.