West Coast Financial’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

West Coast Financial’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 Q2	–	Sell	-1,200	Closed	-$308K	–	150
2025 Q1	$308K	Hold	1,200	–	–	0.04%	138
2024 Q4	$324K	Hold	1,200	–	–	0.04%	129
2024 Q3	$316K	Hold	1,200	–	–	0.03%	138
2024 Q2	$300K	Hold	1,200	–	–	0.04%	135
2024 Q1	$288K	Sell	1,200 -14	-1%	-$3.2K	0.03%	134
2023 Q4	$265K	Sell	1,214 -65	-5%	-$13.3K	0.03%	142
2023 Q3	$250K	Sell	1,279 -50	-4%	-$10.2K	0.04%	130
2023 Q2	$269K	Sell	1,329 -150	-10%	-$28.8K	0.04%	133
2023 Q1	$276K	Hold	1,479	–	–	0.04%	119
2022 Q4	$258K	Buy	+1,479	New	+$259K	0.04%	116
2022 Q3	–	Sell	-1,200	Closed	-$207K	–	131
2022 Q2	$207K	Hold	1,200	–	–	0.04%	124
2022 Q1	$250K	Hold	1,200	–	–	0.04%	120
2021 Q4	$265K	Hold	1,200	–	–	0.04%	119
2021 Q3	$241K	Hold	1,200	–	–	0.04%	118
2021 Q2	$241K	Hold	1,200	–	–	0.04%	122
2021 Q1	$222K	Hold	1,200	–	–	0.04%	119
2020 Q4	$211K	Buy	+1,200	New	+$199K	0.04%	113

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 $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 $1.37T 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

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

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

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

West Coast Financial's VV Position: Q2 2025 in Review

West Coast Financial sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2025, closing a stake of 1,200 shares — an estimated $308K sold.

West Coast Financial first reported a position in VV in Q4 2020 and held it in 17 quarters. The position peaked at $324K in Q4 2024. 1,226 funds tracked by Wall St. Rank hold VV as of Q2 2025.

West Coast Financial reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 1,200 Vanguard Morningstar Large-Cap ETF shares in Q2 2025, an estimated $308K.
West Coast Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and held it in 17 quarters.
West Coast Financial's Vanguard Morningstar Large-Cap ETF position peaked at $324K in Q4 2024.
1,226 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.