GPS Wealth Strategies Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

GPS Wealth Strategies 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
2025 Q4	$3.79K	Sell	12 -13	-52%	-$4.06K	﹤0.01%	493
2025 Q3	$7.79K	Hold	25	–	–	﹤0.01%	1149
2025 Q2	$7.2K	Hold	25	–	–	﹤0.01%	1107
2025 Q1	$6.49K	Sell	25 -20	-44%	-$5.42K	﹤0.01%	1095
2024 Q4	$12.2K	Hold	45	–	–	﹤0.01%	908
2024 Q3	$11.8K	Buy	45 +9	+25%	+$2.28K	﹤0.01%	914
2024 Q2	$8.99K	Hold	36	–	–	﹤0.01%	940
2024 Q1	$8.63K	Hold	36	–	–	﹤0.01%	887
2023 Q4	$7.85K	Hold	36	–	–	﹤0.01%	885
2023 Q3	$7.04K	Hold	36	–	–	﹤0.01%	909
2023 Q2	$7.3K	Hold	36	–	–	﹤0.01%	904
2023 Q1	$6.72K	Buy	+36	New	+$6.55K	﹤0.01%	912

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

GPS Wealth Strategies Group's VV Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 52% in Q4 2025, selling an estimated $4.06K and leaving 12 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

GPS Wealth Strategies Group first reported a position in VV in Q1 2023 and has held it in 12 quarters since. The position peaked at $12.2K in Q4 2024. 1,330 funds tracked by Wall St. Rank hold VV as of Q4 2025.

GPS Wealth Strategies Group held 12 shares of Vanguard Morningstar Large-Cap ETF worth $3.79K as of Q4 2025.
GPS Wealth Strategies Group sold 13 Vanguard Morningstar Large-Cap ETF shares in Q4 2025, an estimated $4.06K.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #493 holding.
GPS Wealth Strategies Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 12 quarters since.
GPS Wealth Strategies Group's Vanguard Morningstar Large-Cap ETF position peaked at $12.2K in Q4 2024.
1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.