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

Heck Capital 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
Q1 		– Sell
-702
Closed -$189K – 779
2024
Q4 		$189K Buy
+702
New +$190K 0.01% 259

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Heck Capital Advisors's VV Position: Q1 2025 in Review

Heck Capital Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2025, closing a stake of 702 shares — an estimated $189K sold.

Heck Capital Advisors first reported a position in VV in Q4 2024 and held it in 1 quarter. The position peaked at $189K in Q4 2024. 1,184 funds tracked by Wall St. Rank hold VV as of Q1 2025.

  • Heck Capital Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 702 Vanguard Morningstar Large-Cap ETF shares in Q1 2025, an estimated $189K.
  • Heck Capital Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $189K in Q4 2024.
  • 1,184 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.