Tucker Asset Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Tucker Asset 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 Q4	$12.9K	Sell	41 -4	-9%	-$1.25K	﹤0.01%	534
2025 Q3	$13.9K	Hold	45	–	–	﹤0.01%	242
2025 Q2	$12.8K	Sell	45 -29	-39%	-$7.64K	﹤0.01%	211
2025 Q1	$19K	Buy	74 +22	+42%	+$5.96K	0.01%	205
2024 Q4	$14K	Hold	52	–	–	﹤0.01%	649
2024 Q3	$13.7K	Sell	52 -131	-72%	-$33.2K	﹤0.01%	627
2024 Q2	$45.7K	Hold	183	–	–	0.01%	414
2024 Q1	$43.9K	Sell	183 -9	-5%	-$2.06K	0.01%	477
2023 Q4	$41.9K	Sell	192 -13	-6%	-$2.66K	0.01%	372
2023 Q3	$40.1K	Sell	205 -167	-45%	-$34K	0.01%	375
2023 Q2	$75.4K	Hold	372	–	–	0.02%	198
2023 Q1	$69.5K	Buy	372 +71	+24%	+$12.9K	0.02%	194
2022 Q4	$52.5K	Buy	301 +63	+26%	+$11.1K	0.02%	141
2022 Q3	$42K	Buy	238 +186	+358%	+$33.8K	0.01%	152
2022 Q2	$8.96K	Hold	52	–	–	﹤0.01%	263
2022 Q1	$10.8K	Hold	52	–	–	﹤0.01%	223
2021 Q4	$11.5K	Hold	52	–	–	﹤0.01%	195
2021 Q3	$11.2K	Hold	52	–	–	﹤0.01%	176
2021 Q2	$10.4K	Hold	52	–	–	﹤0.01%	169
2021 Q1	$9.64K	Hold	52	–	–	0.01%	176
2020 Q4	$9.14K	Buy	+52	New	+$8.64K	0.01%	207

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

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

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

Tucker Asset Management's VV Position: Q4 2025 in Review

Tucker Asset Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 8.9% in Q4 2025, selling an estimated $1.25K and leaving 41 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Tucker Asset Management first reported a position in VV in Q4 2020 and has held it in 21 quarters since. The position peaked at $75.4K in Q2 2023. 1,330 funds tracked by Wall St. Rank hold VV as of Q4 2025.

Tucker Asset Management held 41 shares of Vanguard Morningstar Large-Cap ETF worth $12.9K as of Q4 2025.
Tucker Asset Management sold 4 Vanguard Morningstar Large-Cap ETF shares in Q4 2025, an estimated $1.25K.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #534 holding.
Tucker Asset Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 21 quarters since.
Tucker Asset Management's Vanguard Morningstar Large-Cap ETF position peaked at $75.4K in Q2 2023.
1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.