Vermillion & White Wealth Management Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Vermillion & White Wealth Management Group’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
2026 Q1	–	Sell	-130	Closed	-$40.9K	–	531
2025 Q4	$40.9K	Hold	130	–	–	0.02%	170
2025 Q3	$40K	Hold	130	–	–	0.02%	176
2025 Q2	$37.1K	Hold	130	–	–	0.02%	165
2025 Q1	$33.4K	Hold	130	–	–	0.02%	158
2024 Q4	$35.1K	Hold	130	–	–	0.03%	157
2024 Q3	$34.2K	Hold	130	–	–	0.03%	157
2024 Q2	$32.5K	Hold	130	–	–	0.02%	158
2024 Q1	$31.2K	Hold	130	–	–	0.02%	149
2023 Q4	$28.4K	Buy	+130	New	+$26.6K	0.03%	126

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vermillion & White Wealth Management Group's VV Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026, closing a stake of 130 shares — an estimated $40.9K sold.

Vermillion & White Wealth Management Group first reported a position in VV in Q4 2023 and held it in 9 quarters. The position peaked at $40.9K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 130 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $40.9K.
Vermillion & White Wealth Management Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's Vanguard Morningstar Large-Cap ETF position peaked at $40.9K in Q4 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.