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Edge Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Edge Financial 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 		$2.87M Sell
9,132
-93
-1% -$29K 1.21% 17
2025
Q3 		$2.84M Sell
9,225
-28
-0.3% -$8.29K 1.27% 17
2025
Q2 		$2.64M Buy
9,253
+1,703
+23% +$449K 1.39% 14
2025
Q1 		$1.94M Buy
+7,550
New +$2.05M 1.22% 16

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Edge Financial Advisors's VV Position: Q4 2025 in Review

Edge Financial Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 1% in Q4 2025, selling an estimated $29K and leaving 9,132 shares worth $2.87M. The position accounts for 1.21% of the portfolio, ranked #17.

Edge Financial Advisors first reported a position in VV in Q1 2025 and has held it in 4 quarters since. 1,329 funds tracked by Wall St. Rank hold VV as of Q4 2025.

  • Edge Financial Advisors held 9,132 shares of Vanguard Large-Cap ETF worth $2.87M as of Q4 2025.
  • Edge Financial Advisors sold 93 Vanguard Large-Cap ETF shares in Q4 2025, an estimated $29K.
  • Vanguard Large-Cap ETF made up 1.21% of Edge Financial Advisors's portfolio in Q4 2025, its #17 holding.
  • Edge Financial Advisors first reported a position in Vanguard Large-Cap ETF in Q1 2025 and has held it in 4 quarters since.
  • 1,329 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.