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MLG Wealth Management DBA Pine Grove Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

MLG Wealth Management DBA Pine Grove Financial 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
Q4 		$2.74M Buy
+8,697
New +$2.72M 0.33% 52

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 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

MLG Wealth Management DBA Pine Grove Financial Group's VV Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q4 2025: 8,697 shares worth $2.74M. The stake represents 0.33% of the portfolio and ranks #52 among its holdings.

1,330 funds tracked by Wall St. Rank hold VV as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 8,697 shares of Vanguard Morningstar Large-Cap ETF worth $2.74M as of Q4 2025.
  • Vanguard Morningstar Large-Cap ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Vanguard Morningstar Large-Cap ETF made up 0.33% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #52 holding.
  • 1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.