Shorepoint Capital Partners’s Vanguard Large-Cap ETF VV Stock Holding History

Shorepoint Capital 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 Q3	$296K	Buy	+960	New	+$284K	0.06%	93
2025 Q1	$327K	Buy	1,271 +15	+1%	+$4.06K	0.07%	93
2024 Q4	$339K	Buy	1,256 +18	+1%	+$4.88K	0.08%	90
2024 Q3	$326K	Sell	1,238 -71	-5%	-$18K	0.07%	90
2024 Q2	$327K	Buy	1,309 +58	+5%	+$13.9K	0.08%	89
2024 Q1	$300K	Buy	1,251 +43	+4%	+$9.84K	0.07%	87
2023 Q4	$264K	Sell	1,208 -62	-5%	-$12.7K	0.07%	91
2023 Q3	$248K	Hold	1,270	–	–	0.07%	96
2023 Q2	$257K	Buy	1,270 +13	+1%	+$2.49K	0.07%	100
2023 Q1	$235K	Buy	1,257 +69	+6%	+$12.6K	0.07%	112
2022 Q4	$207K	Buy	+1,188	New	+$208K	0.06%	134
2022 Q3	–	Sell	-1,166	Closed	-$201K	–	83
2022 Q2	$201K	Sell	1,166 -42	-3%	-$7.88K	0.09%	79
2022 Q1	$252K	Buy	1,208 +91	+8%	+$18.7K	0.11%	72
2021 Q4	$247K	Sell	1,117 -22	-2%	-$4.72K	0.1%	75
2021 Q3	$229K	Buy	+1,139	New	+$235K	0.1%	77

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 $13B AUM 17.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $173B AUM 20.72% 1-Year Est. Return

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

Shorepoint Capital Partners's VV Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Vanguard Large-Cap ETF (VV) in Q3 2025: 960 shares worth $296K. The stake represents 0.06% of the portfolio and ranks #93 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in VV as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in VV in Q3 2021 and has held it in 15 quarters since. The position peaked at $339K in Q4 2024. 1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

Shorepoint Capital Partners held 960 shares of Vanguard Large-Cap ETF worth $296K as of Q3 2025.
Vanguard Large-Cap ETF was a new Shorepoint Capital Partners position in Q3 2025.
Vanguard Large-Cap ETF made up 0.06% of Shorepoint Capital Partners's portfolio in Q3 2025, its #93 holding.
Shorepoint Capital Partners first reported a position in Vanguard Large-Cap ETF in Q3 2021 and has held it in 15 quarters since.
Shorepoint Capital Partners's Vanguard Large-Cap ETF position peaked at $339K in Q4 2024.
1,265 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.