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Lineweaver Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Lineweaver Wealth 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
Q2 		– Sell
-822
Closed -$211K – 163
2025
Q1 		$211K Hold
822
– – 0.04% 137
2024
Q4 		$222K Buy
+822
New +$223K 0.04% 126

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lineweaver Wealth Advisors's VV Position: Q2 2025 in Review

Lineweaver Wealth Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2025, closing a stake of 822 shares — an estimated $211K sold.

Lineweaver Wealth Advisors first reported a position in VV in Q4 2024 and held it in 2 quarters. The position peaked at $222K in Q4 2024. 1,227 funds tracked by Wall St. Rank hold VV as of Q2 2025.

  • Lineweaver Wealth Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 822 Vanguard Morningstar Large-Cap ETF shares in Q2 2025, an estimated $211K.
  • Lineweaver Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Lineweaver Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $222K in Q4 2024.
  • 1,227 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2025.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.