PrairieView Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

PrairieView Partners’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	$3.54M	Hold	12,429	–	–	0.34%	33
2025 Q1	$3.19M	Sell	12,429 -151	-1%	-$40.9K	0.33%	38
2024 Q4	$3.39M	Sell	12,580 -189	-1%	-$51.2K	0.35%	33
2024 Q3	$3.36M	Sell	12,769 -83	-0.6%	-$21.1K	0.35%	41
2024 Q2	$3.21M	Sell	12,852 -312	-2%	-$74.9K	0.36%	37
2024 Q1	$3.16M	Hold	13,164	–	–	0.36%	39
2023 Q4	$2.87M	Buy	13,164 +141	+1%	+$28.8K	0.35%	40
2023 Q3	$2.55M	Sell	13,023 -2,760	-17%	-$562K	0.35%	36
2023 Q2	$3.2M	Sell	15,783 -236	-1%	-$45.2K	0.42%	34
2023 Q1	$2.99M	Sell	16,019 -291	-2%	-$53K	0.41%	36
2022 Q4	$2.84M	Hold	16,310	–	–	0.42%	37
2022 Q3	$2.67M	Sell	16,310 -70	-0.4%	-$12.7K	0.44%	36
2022 Q2	$2.82M	Sell	16,380 -56	-0.3%	-$10.5K	0.44%	35
2022 Q1	$3.43M	Sell	16,436 -124	-0.7%	-$25.5K	0.49%	33
2021 Q4	$3.66M	Sell	16,560 -206	-1%	-$44.2K	0.51%	32
2021 Q3	$3.37M	Sell	16,766 -10	-0.1%	-$2.07K	0.5%	31
2021 Q2	$3.37M	Sell	16,776 -521	-3%	-$102K	0.5%	31
2021 Q1	$3.21M	Hold	17,297	–	–	0.51%	33
2020 Q4	$3.04M	Sell	17,297 -384	-2%	-$63.8K	0.54%	32
2020 Q3	$2.77M	Buy	17,681 +353	+2%	+$54.4K	0.58%	29
2020 Q2	$2.48M	Sell	17,328 -93	-0.5%	-$12.6K	0.55%	29
2020 Q1	$2.06M	Hold	17,421	–	–	0.52%	32
2019 Q4	$2.58M	Sell	17,421 -2	-0%	-$283	0.55%	29
2019 Q3	$2.38M	Sell	17,423 -348	-2%	-$47.2K	0.55%	29
2019 Q2	$2.39M	Hold	17,771	–	–	0.6%	30
2019 Q1	$2.31M	Hold	17,771	–	–	0.59%	30
2018 Q4	$2.04M	Sell	17,771 -7	-0%	-$867	0.57%	30
2018 Q3	$2.37M	Buy	17,778 +1,228	+7%	+$161K	0.62%	29
2018 Q2	$2.06M	Hold	16,550	–	–	0.53%	31
2018 Q1	$2.01M	Sell	16,550 -206	-1%	-$25.9K	0.48%	29
2017 Q4	$2.05M	Buy	+16,756	New	+$2M	0.58%	28

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 $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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

PrairieView Partners's VV Position: Q2 2025 in Review

PrairieView Partners held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2025 at 12,429 shares worth $3.54M. The position accounts for 0.34% of the portfolio, ranked #33.

PrairieView Partners first reported a position in VV in Q4 2017 and has held it in 31 quarters since. The position peaked at $3.66M in Q4 2021. 1,226 funds tracked by Wall St. Rank hold VV as of Q2 2025.

PrairieView Partners held 12,429 shares of Vanguard Morningstar Large-Cap ETF worth $3.54M as of Q2 2025.
PrairieView Partners left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2025.
Vanguard Morningstar Large-Cap ETF made up 0.34% of PrairieView Partners's portfolio in Q2 2025, its #33 holding.
PrairieView Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2017 and has held it in 31 quarters since.
PrairieView Partners's Vanguard Morningstar Large-Cap ETF position peaked at $3.66M in Q4 2021.
1,226 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.