Guerra Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Guerra Advisors’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	$177K	Buy	+576	New	+$171K	0.07%	90

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Guerra Advisors's VV Position: Q3 2025 in Review

Guerra Advisors opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q3 2025: 576 shares worth $177K. The stake represents 0.07% of the portfolio and ranks #90 among its holdings.

1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

Guerra Advisors held 576 shares of Vanguard Morningstar Large-Cap ETF worth $177K as of Q3 2025.
Vanguard Morningstar Large-Cap ETF was a new Guerra Advisors position in Q3 2025.
Vanguard Morningstar Large-Cap ETF made up 0.07% of Guerra Advisors's portfolio in Q3 2025, its #90 holding.
1,265 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.