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PBMares Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

PBMares Wealth Management’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
Q3 		$424K Sell
1,376
-997
-42% -$295K 0.07% 122
2025
Q2 		$677K Hold
2,373
– – 0.12% 89
2025
Q1 		$610K Buy
2,373
+586
+33% +$159K 0.12% 93
2024
Q4 		$482K Hold
1,787
– – 0.1% 111
2024
Q3 		$470K Buy
1,787
+1
+0.1% +$254 0.1% 113
2024
Q2 		$446K Sell
1,786
-1
-0.1% -$240 0.11% 114
2024
Q1 		$429K Sell
1,787
-28
-2% -$6.41K 0.11% 117
2023
Q4 		$396K Sell
1,815
-14
-0.8% -$2.86K 0.12% 121
2023
Q3 		$358K Sell
1,829
-197
-10% -$40.1K 0.13% 119
2023
Q2 		$411K Hold
2,026
– – 0.15% 116
2023
Q1 		$378K Sell
2,026
-9
-0.4% -$1.64K 0.14% 120
2022
Q4 		$355K Sell
2,035
-55
-3% -$9.65K 0.14% 115
2022
Q3 		$342K Hold
2,090
– – 0.15% 116
2022
Q2 		$360K Sell
2,090
-648
-24% -$122K 0.15% 114
2022
Q1 		$571K Sell
2,738
-273
-9% -$56.1K 0.35% 78
2021
Q4 		$665K Sell
3,011
-17
-0.6% -$3.65K 0.28% 76
2021
Q3 		$608K Buy
3,028
+6
+0.2% +$1.24K 0.29% 75
2021
Q2 		$607K Sell
3,022
-4,188
-58% -$817K 0.33% 73
2021
Q1 		$1.34M Buy
+7,210
New +$1.31M 1.09% 22
2020
Q2 		– Sell
-2,001
Closed -$237K – 116
2020
Q1 		$237K Buy
+2,001
New +$281K 0.37% 86

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PBMares Wealth Management's VV Position: Q3 2025 in Review

PBMares Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 42% in Q3 2025, selling an estimated $295K and leaving 1,376 shares worth $424K. The position accounts for 0.07% of the portfolio, ranked #122.

PBMares Wealth Management first reported a position in VV in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.34M in Q1 2021. 1,268 funds tracked by Wall St. Rank hold VV as of Q3 2025.

  • PBMares Wealth Management held 1,376 shares of Vanguard Morningstar Large-Cap ETF worth $424K as of Q3 2025.
  • PBMares Wealth Management sold 997 Vanguard Morningstar Large-Cap ETF shares in Q3 2025, an estimated $295K.
  • Vanguard Morningstar Large-Cap ETF made up 0.07% of PBMares Wealth Management's portfolio in Q3 2025, its #122 holding.
  • PBMares Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 20 quarters since.
  • PBMares Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $1.34M in Q1 2021.
  • 1,268 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.