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Vishria Bird Financial Group’s Vanguard Large-Cap ETF VV Stock Holding History

Vishria Bird Financial 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
2025
Q3 		$233K Hold
757
– – 0.05% 93
2025
Q2 		$216K Buy
+757
New +$199K 0.07% 85
2025
Q1 		– Sell
-757
Closed -$204K – 85
2024
Q4 		$204K Buy
+757
New +$205K 0.07% 78

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vishria Bird Financial Group's VV Position: Q3 2025 in Review

Vishria Bird Financial Group held its Vanguard Large-Cap ETF (VV) position steady in Q3 2025 at 757 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #93.

Vishria Bird Financial Group first reported a position in VV in Q4 2024 and has held it in 3 quarters since. 1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

  • Vishria Bird Financial Group held 757 shares of Vanguard Large-Cap ETF worth $233K as of Q3 2025.
  • Vishria Bird Financial Group left its Vanguard Large-Cap ETF share count unchanged in Q3 2025.
  • Vanguard Large-Cap ETF made up 0.05% of Vishria Bird Financial Group's portfolio in Q3 2025, its #93 holding.
  • Vishria Bird Financial Group first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,265 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.