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PKS Advisory Services’s Vanguard Large-Cap ETF VV Stock Holding History

PKS Advisory Services’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 		– Sell
-2,157
Closed -$546K – 284
2025
Q2 		$546K Buy
+2,157
New +$568K 0.13% 142

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Jones Financial Companies
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PKS Advisory Services's VV Position: Q3 2025 in Review

PKS Advisory Services sold out of Vanguard Large-Cap ETF (VV) in Q3 2025, closing a stake of 2,157 shares — an estimated $546K sold.

PKS Advisory Services first reported a position in VV in Q2 2025 and held it in 1 quarter. The position peaked at $546K in Q2 2025. 1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

  • PKS Advisory Services reported no remaining Vanguard Large-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • PKS Advisory Services sold 2,157 Vanguard Large-Cap ETF shares in Q3 2025, an estimated $546K.
  • PKS Advisory Services first reported a position in Vanguard Large-Cap ETF in Q2 2025 and held it in 1 quarter.
  • PKS Advisory Services's Vanguard Large-Cap ETF position peaked at $546K in Q2 2025.
  • 1,265 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2025.

Based on PKS Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.