Houlihan Financial Resource Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Houlihan Financial Resource 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 Q2	–	Sell	-1,773	Closed	-$456K	–	110
2025 Q1	$456K	Sell	1,773 -321	-15%	-$86.9K	0.2%	70
2024 Q4	$565K	Hold	2,094	–	–	0.24%	64
2024 Q3	$551K	Buy	+2,094	New	+$531K	0.23%	67
2024 Q2	–	Sell	-2,094	Closed	-$502K	–	101
2024 Q1	$502K	Hold	2,094	–	–	0.23%	68
2023 Q4	$457K	Hold	2,094	–	–	0.22%	67
2023 Q3	$402K	Buy	+2,094	New	+$426K	0.22%	71
2023 Q2	–	Sell	-2,094	Closed	-$391K	–	176
2023 Q1	$391K	Hold	2,094	–	–	0.21%	71
2022 Q4	$380K	Hold	2,094	–	–	0.22%	70
2022 Q3	$370K	Buy	+2,094	New	+$381K	0.23%	64
2020 Q3	$348K	Buy	+2,094	New	+$323K	0.2%	73
2020 Q1	$248K	Hold	2,094	–	–	0.22%	75
2019 Q4	$310K	Buy	+2,094	New	+$296K	0.2%	78

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

Houlihan Financial Resource Group's VV Position: Q2 2025 in Review

Houlihan Financial Resource Group sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2025, closing a stake of 1,773 shares — an estimated $456K sold.

Houlihan Financial Resource Group first reported a position in VV in Q4 2019 and held it in 12 quarters. The position peaked at $565K in Q4 2024. 1,229 funds tracked by Wall St. Rank hold VV as of Q2 2025.

Houlihan Financial Resource Group reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2025 after selling out during the quarter.
Houlihan Financial Resource Group sold 1,773 Vanguard Morningstar Large-Cap ETF shares in Q2 2025, an estimated $456K.
Houlihan Financial Resource Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and held it in 12 quarters.
Houlihan Financial Resource Group's Vanguard Morningstar Large-Cap ETF position peaked at $565K in Q4 2024.
1,229 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2025.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2025, filed 14 Aug 2025.