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

PFG Private 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 Q4	–	Sell	-1,366	Closed	-$421K	–	157
2025 Q3	$421K	Buy	+1,366	New	+$404K	0.19%	75
2025 Q2	–	Sell	-92	Closed	-$23.6K	–	250
2025 Q1	$23.6K	Hold	92	–	–	0.01%	111
2024 Q4	$24.8K	Hold	92	–	–	0.01%	112
2024 Q3	$24.2K	Sell	92 -171	-65%	-$43.4K	0.01%	114
2024 Q2	$65.7K	Hold	263	–	–	0.04%	84
2024 Q1	$63.1K	Buy	+263	New	+$60.2K	0.04%	84
2023 Q3	–	Sell	-75	Closed	-$15.2K	–	326
2023 Q2	$15.2K	Buy	75 +39	+108%	+$7.48K	0.01%	191
2023 Q1	$6.72K	Sell	36 -7	-16%	-$1.27K	﹤0.01%	221
2022 Q4	$7K	Hold	43	–	–	﹤0.01%	204
2022 Q3	$7K	Hold	43	–	–	﹤0.01%	201
2022 Q2	$7K	Buy	+43	New	+$8.07K	﹤0.01%	212

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

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 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

PFG Private Wealth Management's VV Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2025, closing a stake of 1,366 shares — an estimated $421K sold.

PFG Private Wealth Management first reported a position in VV in Q2 2022 and held it in 11 quarters. The position peaked at $421K in Q3 2025. 1,330 funds tracked by Wall St. Rank hold VV as of Q4 2025.

PFG Private Wealth Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2025 after selling out during the quarter.
PFG Private Wealth Management sold 1,366 Vanguard Morningstar Large-Cap ETF shares in Q4 2025, an estimated $421K.
PFG Private Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and held it in 11 quarters.
PFG Private Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $421K in Q3 2025.
1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.