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

US 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
Q1 		$291K Buy
1,133
+207
+22% +$56.1K 0.09% 81
2024
Q4 		$250K Buy
926
+153
+20% +$41.5K 0.08% 80
2024
Q3 		$204K Buy
+773
New +$196K 0.06% 87

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Financial Advisors's VV Position: Q1 2025 in Review

US Financial Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 22% in Q1 2025, buying an estimated $56.1K and bringing the position to 1,133 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #81.

US Financial Advisors first reported a position in VV in Q3 2024 and has held it in 3 quarters since. 1,183 funds tracked by Wall St. Rank hold VV as of Q1 2025.

  • US Financial Advisors held 1,133 shares of Vanguard Morningstar Large-Cap ETF worth $291K as of Q1 2025.
  • US Financial Advisors bought 207 Vanguard Morningstar Large-Cap ETF shares in Q1 2025, an estimated $56.1K.
  • Vanguard Morningstar Large-Cap ETF made up 0.09% of US Financial Advisors's portfolio in Q1 2025, its #81 holding.
  • US Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.