M1FG
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Mach-1 Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Mach-1 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 		– Sell
-751
Closed -$231K – 463
2025
Q3 		$231K Buy
+751
New +$222K 0.04% 208

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

Mach-1 Financial Group's VV Position: Q4 2025 in Review

Mach-1 Financial Group sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2025, closing a stake of 751 shares — an estimated $231K sold.

Mach-1 Financial Group first reported a position in VV in Q3 2025 and held it in 1 quarter. The position peaked at $231K in Q3 2025. 1,330 funds tracked by Wall St. Rank hold VV as of Q4 2025.

  • Mach-1 Financial Group reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 751 Vanguard Morningstar Large-Cap ETF shares in Q4 2025, an estimated $231K.
  • Mach-1 Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Mach-1 Financial Group's Vanguard Morningstar Large-Cap ETF position peaked at $231K in Q3 2025.
  • 1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.