Michael A Dubis Financial Planning’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Michael A Dubis Financial Planning’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	$1.27M	Hold	4,946	–	–	1.23%	15
2024 Q4	$1.33M	Buy	+4,946	New	+$1.34M	1.29%	13

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Michael A Dubis Financial Planning's VV Position: Q1 2025 in Review

Michael A Dubis Financial Planning held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q1 2025 at 4,946 shares worth $1.27M. The position accounts for 1.23% of the portfolio, ranked #15.

Michael A Dubis Financial Planning first reported a position in VV in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.33M in Q4 2024. 1,184 funds tracked by Wall St. Rank hold VV as of Q1 2025.

Michael A Dubis Financial Planning held 4,946 shares of Vanguard Morningstar Large-Cap ETF worth $1.27M as of Q1 2025.
Michael A Dubis Financial Planning left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q1 2025.
Vanguard Morningstar Large-Cap ETF made up 1.23% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #15 holding.
Michael A Dubis Financial Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 2 quarters since.
Michael A Dubis Financial Planning's Vanguard Morningstar Large-Cap ETF position peaked at $1.33M in Q4 2024.
1,184 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.