Stratos Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Stratos Wealth 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 Q1	–	Sell	-1,563	Closed	-$422K	–	759
2024 Q4	$422K	Sell	1,563 -104	-6%	-$28.2K	0.02%	513
2024 Q3	$439K	Hold	1,667	–	–	0.02%	522
2024 Q2	$416K	Hold	1,667	–	–	0.02%	515
2024 Q1	$400K	Buy	1,667 +7	+0.4%	+$1.6K	0.02%	501
2023 Q4	$362K	Buy	+1,660	New	+$339K	0.02%	518
2022 Q3	–	Sell	-1,168	Closed	-$201K	–	542
2022 Q2	$201K	Buy	+1,168	New	+$219K	0.02%	494
2022 Q1	–	Sell	-1,145	Closed	-$253K	–	585
2021 Q4	$253K	Buy	1,145 +3	+0.3%	+$643	0.02%	489
2021 Q3	$230K	Buy	1,142 +3	+0.3%	+$620	0.02%	469
2021 Q2	$229K	Buy	+1,139	New	+$222K	0.02%	490
2020 Q2	–	Sell	-1,212	Closed	-$144K	–	375
2020 Q1	$144K	Buy	+1,212	New	+$170K	0.1%	156

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Stratos Wealth Advisors's VV Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2025, closing a stake of 1,563 shares — an estimated $422K sold.

Stratos Wealth Advisors first reported a position in VV in Q1 2020 and held it in 10 quarters. The position peaked at $439K in Q3 2024. 1,186 funds tracked by Wall St. Rank hold VV as of Q1 2025.

Stratos Wealth Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 1,563 Vanguard Morningstar Large-Cap ETF shares in Q1 2025, an estimated $422K.
Stratos Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and held it in 10 quarters.
Stratos Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $439K in Q3 2024.
1,186 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.