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

Semmax Financial 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	$1.51K	Sell	5 -61	-92%	-$16.1K	﹤0.01%	360
2025 Q1	$17.2K	Buy	66 +61	+1,220%	+$16.5K	﹤0.01%	210
2024 Q4	$1.43K	Hold	5	–	–	﹤0.01%	298
2024 Q3	$1.39K	Hold	5	–	–	﹤0.01%	310
2024 Q2	$1.26K	Hold	5	–	–	﹤0.01%	345
2024 Q1	$1.21K	Hold	5	–	–	﹤0.01%	334
2023 Q4	$1.14K	Buy	+5	New	+$1.02K	﹤0.01%	337
2020 Q1	–	Sell	-85	Closed	-$13K	–	317
2019 Q4	$13K	Buy	+85	New	+$12K	0.01%	153
2019 Q1	–	Sell	-16	Closed	-$2K	–	500
2018 Q4	$2K	Buy	+16	New	+$1.98K	﹤0.01%	408

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

Semmax Financial Advisors's VV Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 92% in Q2 2025, selling an estimated $16.1K and leaving 5 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Semmax Financial Advisors first reported a position in VV in Q4 2018 and has held it in 9 quarters since. The position peaked at $17.2K in Q1 2025. 1,227 funds tracked by Wall St. Rank hold VV as of Q2 2025.

Semmax Financial Advisors held 5 shares of Vanguard Morningstar Large-Cap ETF worth $1.51K as of Q2 2025.
Semmax Financial Advisors sold 61 Vanguard Morningstar Large-Cap ETF shares in Q2 2025, an estimated $16.1K.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #360 holding.
Semmax Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 9 quarters since.
Semmax Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $17.2K in Q1 2025.
1,227 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.