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Everest Management Corp’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Everest Management 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
-762
Closed -$235K – 70
2025
Q3 		$235K Hold
762
– – 0.15% 61
2025
Q2 		$217K Buy
+762
New +$201K 0.16% 61

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
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

Everest Management Corp's VV Position: Q4 2025 in Review

Everest Management Corp sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2025, closing a stake of 762 shares — an estimated $235K sold.

Everest Management Corp first reported a position in VV in Q2 2025 and held it in 2 quarters. The position peaked at $235K in Q3 2025. 1,330 funds tracked by Wall St. Rank hold VV as of Q4 2025.

  • Everest Management Corp reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Everest Management Corp sold 762 Vanguard Morningstar Large-Cap ETF shares in Q4 2025, an estimated $235K.
  • Everest Management Corp first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and held it in 2 quarters.
  • Everest Management Corp's Vanguard Morningstar Large-Cap ETF position peaked at $235K in Q3 2025.
  • 1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on Everest Management Corp's 13F filing for Q4 2025, filed 2 Feb 2026.