LFA
VV icon

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

LGT Financial 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
Q4 		– Sell
-152
Closed -$46.8K – 382
2025
Q3 		$46.8K Hold
152
– – 0.1% 129
2025
Q2 		$43.5K Buy
152
+10
+7% +$2.63K 0.11% 106
2025
Q1 		$36.5K Buy
+142
New +$38.5K 0.11% 119

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

LGT Financial Advisors's VV Position: Q4 2025 in Review

LGT Financial Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2025, closing a stake of 152 shares — an estimated $46.8K sold.

LGT Financial Advisors first reported a position in VV in Q1 2025 and held it in 3 quarters. The position peaked at $46.8K in Q3 2025. 1,330 funds tracked by Wall St. Rank hold VV as of Q4 2025.

  • LGT Financial Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 152 Vanguard Morningstar Large-Cap ETF shares in Q4 2025, an estimated $46.8K.
  • LGT Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2025 and held it in 3 quarters.
  • LGT Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $46.8K in Q3 2025.
  • 1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.