MB Generational Wealth’s Vanguard Large-Cap ETF VV Stock Holding History

MB Generational Wealth’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 Q1	–	Sell	-1,077	Closed	-$290K	–	56
2024 Q4	$290K	Sell	1,077 -12	-1%	-$3.25K	0.21%	39
2024 Q3	$287K	Sell	1,089 -10	-0.9%	-$2.54K	0.21%	43
2024 Q2	$274K	Sell	1,099 -2,128	-66%	-$511K	0.21%	41
2024 Q1	$276K	Buy	3,227 +2,093	+185%	+$479K	0.22%	41
2023 Q4	$247K	Buy	+1,134	New	+$232K	0.23%	43

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MB Generational Wealth's VV Position: Q1 2025 in Review

MB Generational Wealth sold out of Vanguard Large-Cap ETF (VV) in Q1 2025, closing a stake of 1,077 shares — an estimated $290K sold.

MB Generational Wealth first reported a position in VV in Q4 2023 and held it in 5 quarters. The position peaked at $290K in Q4 2024. 1,183 funds tracked by Wall St. Rank hold VV as of Q1 2025.

MB Generational Wealth reported no remaining Vanguard Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
MB Generational Wealth sold 1,077 Vanguard Large-Cap ETF shares in Q1 2025, an estimated $290K.
MB Generational Wealth first reported a position in Vanguard Large-Cap ETF in Q4 2023 and held it in 5 quarters.
MB Generational Wealth's Vanguard Large-Cap ETF position peaked at $290K in Q4 2024.
1,183 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2025.

Based on MB Generational Wealth's 13F filing for Q1 2025, filed 2 May 2025.