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

Herold 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 Q2	–	Sell	-835	Closed	-$215K	–	321
2025 Q1	$215K	Sell	835 -950	-53%	-$257K	0.05%	257
2024 Q4	$481K	Buy	1,785 +950	+114%	+$257K	0.1%	185
2024 Q3	$220K	Hold	835	–	–	0.05%	252
2024 Q2	$208K	Buy	+835	New	+$201K	0.05%	248
2022 Q2	–	Sell	-75	Closed	-$15.6K	–	672
2022 Q1	$15.6K	Buy	+75	New	+$15.4K	0.01%	544
2021 Q4	–	Sell	-75	Closed	-$15K	–	646
2021 Q3	$15K	Buy	+75	New	+$15.5K	0.01%	553

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Herold Advisors's VV Position: Q2 2025 in Review

Herold Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2025, closing a stake of 835 shares — an estimated $215K sold.

Herold Advisors first reported a position in VV in Q3 2021 and held it in 6 quarters. The position peaked at $481K in Q4 2024. 1,227 funds tracked by Wall St. Rank hold VV as of Q2 2025.

Herold Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2025 after selling out during the quarter.
Herold Advisors sold 835 Vanguard Morningstar Large-Cap ETF shares in Q2 2025, an estimated $215K.
Herold Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and held it in 6 quarters.
Herold Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $481K in Q4 2024.
1,227 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2025.

Based on Herold Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.