Householder Group Estate & Retirement Specialist’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-372	Closed	-$97K	–	1219
2024 Q3	$97K	Hold	372	–	–	0.03%	369
2024 Q2	$92K	Sell	372 -200	-35%	-$48K	0.03%	369
2024 Q1	$137K	Buy	572 +43	+8%	+$9.84K	0.04%	297
2023 Q4	$115K	Sell	529 -6	-1%	-$1.23K	0.04%	308
2023 Q3	$105K	Buy	+535	New	+$109K	0.04%	307
2023 Q1	$106K	Buy	+568	New	+$103K	0.04%	295
2022 Q4	–	Sell	-20	Closed	-$3K	–	1146
2022 Q3	$3K	Buy	+20	New	+$3.64K	﹤0.01%	941

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 $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 $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $202B AUM 37.79% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2024, closing a stake of 372 shares — an estimated $97K sold.

Householder Group Estate & Retirement Specialist first reported a position in VV in Q3 2022 and held it in 7 quarters. The position peaked at $137K in Q1 2024. 1,183 funds tracked by Wall St. Rank hold VV as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 372 Vanguard Morningstar Large-Cap ETF shares in Q4 2024, an estimated $97K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Vanguard Morningstar Large-Cap ETF position peaked at $137K in Q1 2024.
1,183 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.