Unison Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Unison 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	-1,084	Closed	-$292K	–	185
2024 Q4	$292K	Buy	1,084 +7	+0.6%	+$1.9K	0.03%	173
2024 Q3	$284K	Buy	1,077 +4	+0.4%	+$1.01K	0.03%	173
2024 Q2	$268K	Sell	1,073 -6	-0.6%	-$1.44K	0.03%	173
2024 Q1	$259K	Buy	1,079 +3	+0.3%	+$686	0.03%	173
2023 Q4	$235K	Buy	1,076 +5	+0.5%	+$1.02K	0.02%	176
2023 Q3	$210K	Buy	1,071 +4	+0.4%	+$815	0.02%	176
2023 Q2	$216K	Buy	+1,067	New	+$205K	0.02%	176
2022 Q4	–	Sell	-2,611	Closed	-$427K	–	185
2022 Q3	$427K	Buy	+2,611	New	+$475K	0.08%	129

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Unison Advisors's VV Position: Q1 2025 in Review

Unison Advisors sold out of Vanguard Large-Cap ETF (VV) in Q1 2025, closing a stake of 1,084 shares — an estimated $292K sold.

Unison Advisors first reported a position in VV in Q3 2022 and held it in 8 quarters. The position peaked at $427K in Q3 2022. 1,183 funds tracked by Wall St. Rank hold VV as of Q1 2025.

Unison Advisors reported no remaining Vanguard Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
Unison Advisors sold 1,084 Vanguard Large-Cap ETF shares in Q1 2025, an estimated $292K.
Unison Advisors first reported a position in Vanguard Large-Cap ETF in Q3 2022 and held it in 8 quarters.
Unison Advisors's Vanguard Large-Cap ETF position peaked at $427K in Q3 2022.
1,183 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2025.

Based on Unison Advisors's 13F filing for Q1 2025, filed 6 May 2025.