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Tobias Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Tobias Financial 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
Q3 		– Sell
-754
Closed -$215K – 137
2025
Q2 		$215K Buy
+754
New +$199K 0.04% 117
2020
Q1 		– Sell
-290
Closed -$42K – 288
2019
Q4 		$42K Buy
+290
New +$41K 0.03% 100

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tobias Financial Advisors's VV Position: Q3 2025 in Review

Tobias Financial Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2025, closing a stake of 754 shares — an estimated $215K sold.

Tobias Financial Advisors first reported a position in VV in Q4 2019 and held it in 2 quarters. The position peaked at $215K in Q2 2025. 1,271 funds tracked by Wall St. Rank hold VV as of Q3 2025.

  • Tobias Financial Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Tobias Financial Advisors sold 754 Vanguard Morningstar Large-Cap ETF shares in Q3 2025, an estimated $215K.
  • Tobias Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Tobias Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $215K in Q2 2025.
  • 1,271 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2025.

Based on Tobias Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.