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Mitchell Sinkler & Starr’s Vanguard Large-Cap ETF VV Stock Holding History

Mitchell Sinkler & Starr’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
-370
Closed -$99.8K – 188
2024
Q4 		$99.8K Hold
370
– – 0.03% 165
2024
Q3 		$97.4K Hold
370
– – 0.02% 169
2024
Q2 		$93.8K Hold
370
– – 0.02% 164
2024
Q1 		$88.7K Buy
+370
New +$84.7K 0.02% 165

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mitchell Sinkler & Starr's VV Position: Q1 2025 in Review

Mitchell Sinkler & Starr sold out of Vanguard Large-Cap ETF (VV) in Q1 2025, closing a stake of 370 shares — an estimated $99.8K sold.

Mitchell Sinkler & Starr first reported a position in VV in Q1 2024 and held it in 4 quarters. The position peaked at $99.8K in Q4 2024. 1,183 funds tracked by Wall St. Rank hold VV as of Q1 2025.

  • Mitchell Sinkler & Starr reported no remaining Vanguard Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 370 Vanguard Large-Cap ETF shares in Q1 2025, an estimated $99.8K.
  • Mitchell Sinkler & Starr first reported a position in Vanguard Large-Cap ETF in Q1 2024 and held it in 4 quarters.
  • Mitchell Sinkler & Starr's Vanguard Large-Cap ETF position peaked at $99.8K in Q4 2024.
  • 1,183 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2025.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2025, filed 7 May 2025.