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Financial Advocates Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-1,528
Closed -$436K – 591
2025
Q2 		$436K Buy
+1,528
New +$403K 0.04% 395
2025
Q1 		– Sell
-876
Closed -$236K – 799
2024
Q4 		$236K Buy
876
+2
+0.2% +$542 0.01% 662
2024
Q3 		$230K Buy
874
+7
+0.8% +$1.78K 0.01% 682
2024
Q2 		$216K Sell
867
-7,908
-90% -$1.9M 0.01% 655
2024
Q1 		$2.26M Buy
+8,775
New +$2.01M 0.13% 169
2023
Q4 		– Sell
-1,133
Closed -$221K – 784
2023
Q3 		$221K Sell
1,133
-645
-36% -$131K 0.02% 624
2023
Q2 		$360K Sell
1,778
-1,387
-44% -$266K 0.03% 471
2023
Q1 		$591K Buy
3,165
+1,797
+131% +$327K 0.04% 394
2022
Q4 		$238K Sell
1,368
-3,968
-74% -$696K 0.02% 623
2022
Q3 		$715K Buy
5,336
+1,271
+31% +$231K 0.06% 323
2022
Q2 		$701K Sell
4,065
-981
-19% -$184K 0.06% 326
2022
Q1 		$1.05M Buy
5,046
+5
+0.1% +$1.03K 0.07% 291
2021
Q4 		$894K Buy
5,041
+22
+0.4% +$4.72K 0.06% 346
2021
Q3 		$1.01M Buy
5,019
+103
+2% +$21.3K 0.07% 312
2021
Q2 		$987K Sell
4,916
-6,605
-57% -$1.29M 0.07% 319
2021
Q1 		$2.13M Sell
11,521
-1,484
-11% -$269K 0.15% 164
2020
Q4 		$2.21M Buy
13,005
+929
+8% +$154K 0.15% 153
2020
Q3 		$1.89M Sell
12,076
-55
-0.5% -$8.48K 0.16% 136
2020
Q2 		$1.76M Buy
12,131
+283
+2% +$38.3K 0.17% 150
2020
Q1 		$1.4M Buy
11,848
+3,539
+43% +$497K 0.2% 137
2019
Q4 		$1.23M Buy
+8,309
New +$1.18M 0.13% 182

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 $15.3B AUM 24.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $187B AUM 21.7% 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 $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Advocates Investment Management's VV Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2025, closing a stake of 1,528 shares — an estimated $436K sold.

Financial Advocates Investment Management first reported a position in VV in Q4 2019 and held it in 21 quarters. The position peaked at $2.26M in Q1 2024. 1,266 funds tracked by Wall St. Rank hold VV as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,528 Vanguard Morningstar Large-Cap ETF shares in Q3 2025, an estimated $436K.
  • Financial Advocates Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and held it in 21 quarters.
  • Financial Advocates Investment Management's Vanguard Morningstar Large-Cap ETF position peaked at $2.26M in Q1 2024.
  • 1,266 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.