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

Moser 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 		$8.56K Hold
30
– – ﹤0.01% 146
2025
Q1 		$7.71K Buy
+30
New +$8.13K ﹤0.01% 130

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

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

Moser Wealth Advisors held its Vanguard Large-Cap ETF (VV) position steady in Q2 2025 at 30 shares worth $8.56K. The position accounts for ﹤0.01% of the portfolio, ranked #146.

Moser Wealth Advisors first reported a position in VV in Q1 2025 and has held it in 2 quarters since. 1,226 funds tracked by Wall St. Rank hold VV as of Q2 2025.

  • Moser Wealth Advisors held 30 shares of Vanguard Large-Cap ETF worth $8.56K as of Q2 2025.
  • Moser Wealth Advisors left its Vanguard Large-Cap ETF share count unchanged in Q2 2025.
  • Vanguard Large-Cap ETF made up ﹤0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #146 holding.
  • Moser Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q1 2025 and has held it in 2 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.