Willis Johnson & Associates’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Willis Johnson & Associates’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	–	Sell	-757	Closed	-$216K	–	200
2025 Q2	$216K	Sell	757 -97	-11%	-$25.6K	0.01%	156
2025 Q1	$220K	Buy	+854	New	+$231K	0.02%	149
2022 Q1	–	Sell	-1,120	Closed	-$248K	–	115
2021 Q4	$248K	Hold	1,120	–	–	0.03%	84
2021 Q3	$225K	Hold	1,120	–	–	0.03%	84
2021 Q2	$225K	Buy	1,120 +1	+0.1%	+$195	0.03%	86
2021 Q1	$207K	Buy	+1,119	New	+$203K	0.03%	85

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Willis Johnson & Associates's VV Position: Q3 2025 in Review

Willis Johnson & Associates sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2025, closing a stake of 757 shares — an estimated $216K sold.

Willis Johnson & Associates first reported a position in VV in Q1 2021 and held it in 6 quarters. The position peaked at $248K in Q4 2021. 1,271 funds tracked by Wall St. Rank hold VV as of Q3 2025.

Willis Johnson & Associates reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2025 after selling out during the quarter.
Willis Johnson & Associates sold 757 Vanguard Morningstar Large-Cap ETF shares in Q3 2025, an estimated $216K.
Willis Johnson & Associates first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2021 and held it in 6 quarters.
Willis Johnson & Associates's Vanguard Morningstar Large-Cap ETF position peaked at $248K in Q4 2021.
1,271 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2025.

Based on Willis Johnson & Associates's 13F filing for Q3 2025, filed 6 Nov 2025.