SIA
VV icon

Strategic Investment Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Strategic Investment 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
Q4 		– Sell
-26,700
Closed -$51.4K – 280
2025
Q3 		$51.4K Buy
+26,700
New +$7.91M ﹤0.01% 251

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Strategic Investment Advisors's VV Position: Q4 2025 in Review

Strategic Investment Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2025, closing a stake of 26,700 shares — an estimated $51.4K sold.

Strategic Investment Advisors first reported a position in VV in Q3 2025 and held it in 1 quarter. The position peaked at $51.4K in Q3 2025. 1,333 funds tracked by Wall St. Rank hold VV as of Q4 2025.

  • Strategic Investment Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Investment Advisors sold 26,700 Vanguard Morningstar Large-Cap ETF shares in Q4 2025, an estimated $51.4K.
  • Strategic Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Strategic Investment Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $51.4K in Q3 2025.
  • 1,333 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on Strategic Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.