Southland Equity Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Southland Equity 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
2026 Q1	–	Sell	-5,191	Closed	-$1.63M	–	280
2025 Q4	$1.63M	Buy	5,191 +234	+5%	+$73.1K	0.32%	65
2025 Q3	$1.53M	Buy	4,957 +256	+5%	+$75.8K	0.31%	66
2025 Q2	$1.34M	Sell	4,701 -622	-12%	-$164K	0.29%	67
2025 Q1	$1.37M	Sell	5,323 -73	-1%	-$19.8K	0.32%	62
2024 Q4	$1.46M	Sell	5,396 -270	-5%	-$73.2K	0.34%	54
2024 Q3	$1.49M	Buy	+5,666	New	+$1.44M	0.36%	55

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Southland Equity Partners's VV Position: Q1 2026 in Review

Southland Equity Partners sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026, closing a stake of 5,191 shares — an estimated $1.63M sold.

Southland Equity Partners first reported a position in VV in Q3 2024 and held it in 6 quarters. The position peaked at $1.63M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Southland Equity Partners reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
Southland Equity Partners sold 5,191 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $1.63M.
Southland Equity Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and held it in 6 quarters.
Southland Equity Partners's Vanguard Morningstar Large-Cap ETF position peaked at $1.63M in Q4 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Southland Equity Partners's 13F filing for Q1 2026, filed 14 Apr 2026.