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

Elios Financial Group’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
2024
Q4 		– Sell
-822
Closed -$216K – 116
2024
Q3 		$216K Buy
+822
New +$209K 0.1% 109

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Creative Planning
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Elios Financial Group's VV Position: Q4 2024 in Review

Elios Financial Group sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2024, closing a stake of 822 shares — an estimated $216K sold.

Elios Financial Group first reported a position in VV in Q3 2024 and held it in 1 quarter. The position peaked at $216K in Q3 2024. 1,185 funds tracked by Wall St. Rank hold VV as of Q4 2024.

  • Elios Financial Group reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Elios Financial Group sold 822 Vanguard Morningstar Large-Cap ETF shares in Q4 2024, an estimated $216K.
  • Elios Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Elios Financial Group's Vanguard Morningstar Large-Cap ETF position peaked at $216K in Q3 2024.
  • 1,185 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2024.

Based on Elios Financial Group's 13F filing for Q4 2024, filed 13 Feb 2025.