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

Gries Financial’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	$1.42M	Hold	4,603	–	–	0.22%	106
2025 Q2	$1.31M	Sell	4,603 -71	-2%	-$18.7K	0.24%	104
2025 Q1	$1.2M	Buy	4,674 +445	+11%	+$121K	0.23%	102
2024 Q4	$1.14M	Hold	4,229	–	–	0.2%	112
2024 Q3	$1.11M	Buy	4,229 +170	+4%	+$43.1K	0.21%	116
2024 Q2	$1.01M	Sell	4,059 -170	-4%	-$40.8K	0.21%	110
2024 Q1	$1.01M	Buy	4,229 +170	+4%	+$38.9K	0.17%	122
2023 Q4	$885K	Hold	4,059	–	–	0.19%	97
2023 Q3	$794K	Hold	4,059	–	–	0.21%	96
2023 Q2	$823K	Hold	4,059	–	–	0.23%	88
2023 Q1	$758K	Hold	4,059	–	–	0.22%	92
2022 Q4	$707K	Hold	4,059	–	–	0.23%	90
2022 Q3	$664K	Sell	4,059 -30	-0.7%	-$5.45K	0.28%	86
2022 Q2	$705K	Hold	4,089	–	–	0.34%	72
2022 Q1	$853K	Hold	4,089	–	–	0.31%	81
2021 Q4	$904K	Hold	4,089	–	–	0.37%	72
2021 Q3	$822K	Hold	4,089	–	–	0.26%	91
2021 Q2	$841K	Hold	4,089	–	–	0.27%	85
2021 Q1	$781K	Buy	+4,089	New	+$741K	0.25%	93

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gries Financial's VV Position: Q3 2025 in Review

Gries Financial held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2025 at 4,603 shares worth $1.42M. The position accounts for 0.22% of the portfolio, ranked #106.

Gries Financial first reported a position in VV in Q1 2021 and has held it in 19 quarters since. 1,267 funds tracked by Wall St. Rank hold VV as of Q3 2025.

Gries Financial held 4,603 shares of Vanguard Morningstar Large-Cap ETF worth $1.42M as of Q3 2025.
Gries Financial left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2025.
Vanguard Morningstar Large-Cap ETF made up 0.22% of Gries Financial's portfolio in Q3 2025, its #106 holding.
Gries Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2021 and has held it in 19 quarters since.
1,267 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.