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

Sandbox Financial 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 		– Sell
-1,594
Closed -$410K – 127
2025
Q1 		$410K Buy
1,594
+157
+11% +$42.5K 0.14% 73
2024
Q4 		$387K Sell
1,437
-11
-0.8% -$2.98K 0.13% 75
2024
Q3 		$381K Sell
1,448
-453
-24% -$115K 0.13% 74
2024
Q2 		$475K Buy
+1,901
New +$457K 0.18% 65

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Sandbox Financial Partners's VV Position: Q2 2025 in Review

Sandbox Financial Partners sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2025, closing a stake of 1,594 shares — an estimated $410K sold.

Sandbox Financial Partners first reported a position in VV in Q2 2024 and held it in 4 quarters. The position peaked at $475K in Q2 2024. 1,226 funds tracked by Wall St. Rank hold VV as of Q2 2025.

  • Sandbox Financial Partners reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Sandbox Financial Partners sold 1,594 Vanguard Morningstar Large-Cap ETF shares in Q2 2025, an estimated $410K.
  • Sandbox Financial Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and held it in 4 quarters.
  • Sandbox Financial Partners's Vanguard Morningstar Large-Cap ETF position peaked at $475K in Q2 2024.
  • 1,226 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2025.

Based on Sandbox Financial Partners's 13F filing for Q2 2025, filed 9 Jul 2025.