PSI Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

PSI Advisors’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	–	Sell	-37	Closed	-$9.51K	–	684
2025 Q1	$9.51K	Sell	37 -307	-89%	-$83.2K	﹤0.01%	456
2024 Q4	$92.6K	Sell	344 -160	-32%	-$43.4K	0.03%	190
2024 Q3	$133K	Buy	504 +1	+0.2%	+$254	0.04%	156
2024 Q2	$125K	Buy	503 +1	+0.2%	+$240	0.04%	159
2024 Q1	$120K	Sell	502 -165	-25%	-$37.8K	0.04%	163
2023 Q4	$145K	Buy	667 +3	+0.5%	+$613	0.05%	151
2023 Q3	$130K	Buy	664 +3	+0.5%	+$611	0.06%	158
2023 Q2	$134K	Buy	661 +2	+0.3%	+$383	0.06%	148
2023 Q1	$123K	Buy	659 +3	+0.5%	+$546	0.06%	147
2022 Q4	$114K	Buy	656 +3	+0.5%	+$526	0.06%	143
2022 Q3	$107K	Buy	653 +3	+0.5%	+$545	0.06%	155
2022 Q2	$112K	Buy	650 +2	+0.3%	+$375	0.06%	164
2022 Q1	$135K	Buy	648 +2	+0.3%	+$411	0.06%	166
2021 Q4	$143K	Buy	646 +2	+0.3%	+$429	0.06%	171
2021 Q3	$129K	Buy	+644	New	+$133K	0.06%	174
2020 Q1	–	Sell	-626	Closed	-$92K	–	597
2019 Q4	$92K	Buy	+626	New	+$88.6K	0.06%	197

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PSI Advisors's VV Position: Q2 2025 in Review

PSI Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2025, closing a stake of 37 shares — an estimated $9.51K sold.

PSI Advisors first reported a position in VV in Q4 2019 and held it in 16 quarters. The position peaked at $145K in Q4 2023. 1,229 funds tracked by Wall St. Rank hold VV as of Q2 2025.

PSI Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 37 Vanguard Morningstar Large-Cap ETF shares in Q2 2025, an estimated $9.51K.
PSI Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and held it in 16 quarters.
PSI Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $145K in Q4 2023.
1,229 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.