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Allred Capital Management’s Vanguard Large-Cap ETF VV Stock Holding History

Allred Capital Management’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
2026
Q1 		$324K Sell
1,083
-22
-2% -$6.88K 0.12% 124
2025
Q4 		$348K Sell
1,105
-72
-6% -$22.5K 0.13% 124
2025
Q3 		$362K Sell
1,177
-37
-3% -$11K 0.13% 127
2025
Q2 		$347K Sell
1,214
-425
-26% -$112K 0.13% 122
2025
Q1 		$421K Sell
1,639
-148
-8% -$40.1K 0.17% 112
2024
Q4 		$482K Buy
1,787
+7
+0.4% +$1.9K 0.19% 110
2024
Q3 		$469K Buy
1,780
+5
+0.3% +$1.27K 0.18% 107
2024
Q2 		$443K Sell
1,775
-36
-2% -$8.65K 0.17% 116
2024
Q1 		$434K Sell
1,811
-195
-10% -$44.6K 0.17% 118
2023
Q4 		$438K Buy
2,006
+7
+0.4% +$1.43K 0.19% 110
2023
Q3 		$391K Buy
1,999
+5
+0.3% +$1.02K 0.19% 100
2023
Q2 		$404K Sell
1,994
-19
-0.9% -$3.64K 0.2% 95
2023
Q1 		$376K Buy
2,013
+7
+0.3% +$1.27K 0.2% 96
2022
Q4 		$350K Sell
2,006
-493
-20% -$86.5K 0.19% 100
2022
Q3 		$408K Sell
2,499
-28
-1% -$5.09K 0.25% 89
2022
Q2 		$435K Buy
2,527
+6
+0.2% +$1.13K 0.27% 86
2022
Q1 		$525K Sell
2,521
-377
-13% -$77.4K 0.28% 88
2021
Q4 		$640K Sell
2,898
-94
-3% -$20.2K 0.31% 79
2021
Q3 		$601K Sell
2,992
-19
-0.6% -$3.93K 0.31% 81
2021
Q2 		$604K Buy
3,011
+6
+0.2% +$1.17K 0.3% 81
2021
Q1 		$557K Sell
3,005
-211
-7% -$38.2K 0.25% 89
2020
Q4 		$565K Buy
3,216
+8
+0.2% +$1.33K 0.31% 84
2020
Q3 		$501K Sell
3,208
-97
-3% -$15K 0.3% 85
2020
Q2 		$472K Buy
3,305
+10
+0.3% +$1.35K 0.3% 86
2020
Q1 		$390K Sell
3,295
-658
-17% -$92.4K 0.3% 82
2019
Q4 		$584K Buy
3,953
+14
+0.4% +$1.98K 0.32% 74
2019
Q3 		$530K Sell
3,939
-57
-1% -$7.74K 0.32% 84
2019
Q2 		$544K Buy
3,996
+12
+0.3% +$1.59K 0.31% 88
2019
Q1 		$523K Buy
3,984
+16
+0.4% +$2K 0.3% 94
2018
Q4 		$455K Buy
+3,968
New +$491K 0.3% 95

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Allred Capital Management's VV Position: Q1 2026 in Review

Allred Capital Management reduced its Vanguard Large-Cap ETF (VV) stake by 2% in Q1 2026, selling an estimated $6.88K and leaving 1,083 shares worth $324K. The position accounts for 0.12% of the portfolio, ranked #124.

Allred Capital Management first reported a position in VV in Q4 2018 and has held it in 30 quarters since. The position peaked at $640K in Q4 2021. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Allred Capital Management held 1,083 shares of Vanguard Large-Cap ETF worth $324K as of Q1 2026.
  • Allred Capital Management sold 22 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $6.88K.
  • Vanguard Large-Cap ETF made up 0.12% of Allred Capital Management's portfolio in Q1 2026, its #124 holding.
  • Allred Capital Management first reported a position in Vanguard Large-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Allred Capital Management's Vanguard Large-Cap ETF position peaked at $640K in Q4 2021.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.