Advisor Resource Council’s Vanguard Large-Cap ETF VV Stock Holding History

Advisor Resource Council’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	-24,652	Closed	-$6.34M	–	594
2025 Q1	$6.34M	Buy	+24,652	New	+$6.68M	0.51%	46
2024 Q1	–	Sell	-27,014	Closed	-$5.89M	–	530
2023 Q4	$5.89M	Buy	+27,014	New	+$5.52M	0.69%	36
2022 Q3	–	Sell	-28,158	Closed	-$4.85M	–	505
2022 Q2	$4.85M	Buy	+28,158	New	+$5.28M	0.46%	48
2022 Q1	–	Sell	-27,344	Closed	-$6.04M	–	553
2021 Q4	$6.04M	Buy	+27,344	New	+$5.86M	0.47%	39
2021 Q3	–	Sell	-26,629	Closed	-$5.35M	–	498
2021 Q2	$5.35M	Buy	+26,629	New	+$5.2M	0.56%	35

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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

Bank of America

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return