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Yeomans Consulting Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Yeomans Consulting 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
Q4 		$31.8M Sell
101,070
-371
-0.4% -$116K 9.32% 1
2025
Q3 		$31.3M Buy
101,441
+73,292
+260% +$21.7M 10.82% 1
2025
Q2 		$8.02M Buy
+28,149
New +$7.42M 3.32% 10

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Yeomans Consulting Group's VV Position: Q4 2025 in Review

Yeomans Consulting Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.37% in Q4 2025, selling an estimated $116K and leaving 101,070 shares worth $31.8M. The position accounts for 9.32% of the portfolio, ranked #1.

Yeomans Consulting Group first reported a position in VV in Q2 2025 and has held it in 3 quarters since. 1,330 funds tracked by Wall St. Rank hold VV as of Q4 2025.

  • Yeomans Consulting Group held 101,070 shares of Vanguard Morningstar Large-Cap ETF worth $31.8M as of Q4 2025.
  • Yeomans Consulting Group sold 371 Vanguard Morningstar Large-Cap ETF shares in Q4 2025, an estimated $116K.
  • Vanguard Morningstar Large-Cap ETF made up 9.32% of Yeomans Consulting Group's portfolio in Q4 2025, its #1 holding.
  • Yeomans Consulting Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.