Nalls Sherbakoff Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Nalls Sherbakoff 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	$300K	Hold	953	–	–	0.22%	73
2025 Q3	$293K	Hold	953	–	–	0.2%	76
2025 Q2	$272K	Hold	953	–	–	0.2%	77
2025 Q1	$245K	Buy	+953	New	+$258K	0.2%	79
2023 Q4	$208K	Hold	953	–	–	0.19%	77
2023 Q3	$186K	Hold	953	–	–	0.18%	77
2023 Q2	$182K	Sell	953 -200	-17%	-$38.3K	0.18%	82
2023 Q1	$212K	Buy	+1,153	New	+$210K	0.21%	72

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

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 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

Nalls Sherbakoff Group's VV Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q4 2025 at 953 shares worth $300K. The position accounts for 0.22% of the portfolio, ranked #73.

Nalls Sherbakoff Group first reported a position in VV in Q1 2023 and has held it in 8 quarters since. 1,329 funds tracked by Wall St. Rank hold VV as of Q4 2025.

Nalls Sherbakoff Group held 953 shares of Vanguard Morningstar Large-Cap ETF worth $300K as of Q4 2025.
Nalls Sherbakoff Group left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q4 2025.
Vanguard Morningstar Large-Cap ETF made up 0.22% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #73 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 8 quarters since.
1,329 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.