SOL Capital Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

SOL Capital Management’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	–	Sell	-1,000	Closed	-$285K	–	318
2025 Q2	$285K	Hold	1,000	–	–	0.03%	271
2025 Q1	$257K	Hold	1,000	–	–	0.03%	274
2024 Q4	$270K	Hold	1,000	–	–	0.03%	273
2024 Q3	$263K	Hold	1,000	–	–	0.03%	276
2024 Q2	$250K	Hold	1,000	–	–	0.03%	273
2024 Q1	$240K	Hold	1,000	–	–	0.03%	281
2023 Q4	$218K	Buy	+1,000	New	+$204K	0.03%	284
2023 Q3	–	Sell	-1,000	Closed	-$203K	–	295
2023 Q2	$203K	Sell	1,000 -500	-33%	-$95.8K	0.03%	273
2023 Q1	$280K	Hold	1,500	–	–	0.05%	250
2022 Q4	$261K	Hold	1,500	–	–	0.05%	249
2022 Q3	$245K	Hold	1,500	–	–	0.05%	237
2022 Q2	$259K	Hold	1,500	–	–	0.05%	233
2022 Q1	$313K	Hold	1,500	–	–	0.06%	220
2021 Q4	$332K	Hold	1,500	–	–	0.06%	218
2021 Q3	$301K	Hold	1,500	–	–	0.06%	216
2021 Q2	$301K	Hold	1,500	–	–	0.06%	217
2021 Q1	$278K	Hold	1,500	–	–	0.06%	211
2020 Q4	$264K	Hold	1,500	–	–	0.06%	206
2020 Q3	$235K	Hold	1,500	–	–	0.06%	203
2020 Q2	$214K	Buy	+1,500	New	+$203K	0.06%	208
2020 Q1	–	Sell	-1,500	Closed	-$222K	–	232
2019 Q4	$222K	Hold	1,500	–	–	0.06%	220
2019 Q3	$204K	Hold	1,500	–	–	0.06%	233
2019 Q2	$202K	Buy	+1,500	New	+$198K	0.05%	235
2018 Q4	–	Sell	-1,500	Closed	-$200K	–	246
2018 Q3	$200K	Buy	+1,500	New	+$196K	0.05%	240

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

SOL Capital Management's VV Position: Q3 2025 in Review

SOL Capital Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2025, closing a stake of 1,000 shares — an estimated $285K sold.

SOL Capital Management first reported a position in VV in Q3 2018 and held it in 24 quarters. The position peaked at $332K in Q4 2021. 1,271 funds tracked by Wall St. Rank hold VV as of Q3 2025.

SOL Capital Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2025 after selling out during the quarter.
SOL Capital Management sold 1,000 Vanguard Morningstar Large-Cap ETF shares in Q3 2025, an estimated $285K.
SOL Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2018 and held it in 24 quarters.
SOL Capital Management's Vanguard Morningstar Large-Cap ETF position peaked at $332K in Q4 2021.
1,271 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2025.

Based on SOL Capital Management's 13F filing for Q3 2025, filed 29 Oct 2025.