KMG Fiduciary Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

KMG Fiduciary Partners’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	–	Sell	-14,330	Closed	-$4.41M	–	301
2025 Q3	$4.41M	Hold	14,330	–	–	0.3%	78
2025 Q2	$4.09M	Sell	14,330 -40	-0.3%	-$10.5K	0.3%	80
2025 Q1	$3.69M	Buy	14,370 +280	+2%	+$75.8K	0.31%	83
2024 Q4	$3.8M	Buy	14,090 +449	+3%	+$122K	0.31%	81
2024 Q3	$3.59M	Hold	13,641	–	–	0.31%	80
2024 Q2	$3.41M	Sell	13,641 -51	-0.4%	-$12.3K	0.33%	70
2024 Q1	$3.28M	Hold	13,692	–	–	0.34%	72
2023 Q4	$2.99M	Hold	13,692	–	–	0.35%	74
2023 Q3	$2.68M	Sell	13,692 -253	-2%	-$51.5K	0.35%	74
2023 Q2	$2.83M	Buy	13,945 +1,658	+13%	+$318K	0.37%	71
2023 Q1	$2.3M	Buy	12,287 +10,517	+594%	+$1.91M	0.33%	79
2022 Q4	$308K	Buy	+1,770	New	+$311K	0.05%	199

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

KMG Fiduciary Partners's VV Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2025, closing a stake of 14,330 shares — an estimated $4.41M sold.

KMG Fiduciary Partners first reported a position in VV in Q4 2022 and held it in 12 quarters. The position peaked at $4.41M in Q3 2025. 1,330 funds tracked by Wall St. Rank hold VV as of Q4 2025.

KMG Fiduciary Partners reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 14,330 Vanguard Morningstar Large-Cap ETF shares in Q4 2025, an estimated $4.41M.
KMG Fiduciary Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and held it in 12 quarters.
KMG Fiduciary Partners's Vanguard Morningstar Large-Cap ETF position peaked at $4.41M in Q3 2025.
1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.