AF
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Allworth Financial’s Vanguard Large-Cap ETF VV Stock Holding History

Allworth 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
2026
Q1 		$11.8M Buy
39,608
+822
+2% +$257K 0.05% 227
2025
Q4 		$12.2M Buy
38,786
+272
+0.7% +$84.9K 0.05% 205
2025
Q3 		$11.9M Buy
38,514
+145
+0.4% +$42.9K 0.05% 186
2025
Q2 		$10.9M Buy
38,369
+5,478
+17% +$1.44M 0.05% 186
2025
Q1 		$8.28M Buy
32,891
+486
+1% +$132K 0.05% 200
2024
Q4 		$9.06M Buy
32,405
+1,008
+3% +$273K 0.05% 184
2024
Q3 		$8.27M Sell
31,397
-210
-0.7% -$53.3K 0.05% 157
2024
Q2 		$7.96M Buy
31,607
+1,237
+4% +$297K 0.05% 158
2024
Q1 		$7.28M Sell
30,370
-176
-0.6% -$40.3K 0.05% 147
2023
Q4 		$6.66M Buy
30,546
+140
+0.5% +$28.6K 0.05% 157
2023
Q3 		$5.95M Buy
30,406
+265
+0.9% +$54K 0.05% 150
2023
Q2 		$6.11M Sell
30,141
-405
-1% -$77.6K 0.05% 150
2023
Q1 		$5.71M Buy
30,546
+831
+3% +$151K 0.06% 143
2022
Q4 		$5.18M Sell
29,715
-815
-3% -$143K 0.06% 141
2022
Q3 		$4.99M Sell
30,530
-262
-0.9% -$47.6K 0.06% 134
2022
Q2 		$5.31M Buy
30,792
+994
+3% +$187K 0.07% 130
2022
Q1 		$6.21M Sell
29,798
-97
-0.3% -$19.9K 0.08% 122
2021
Q4 		$6.61M Buy
29,895
+724
+2% +$155K 0.09% 99
2021
Q3 		$5.86M Sell
29,171
-496
-2% -$103K 0.1% 90
2021
Q2 		$5.96M Buy
29,667
+959
+3% +$187K 0.11% 78
2021
Q1 		$5.32M Sell
28,708
-53
-0.2% -$9.6K 0.11% 70
2020
Q4 		$5.05M Buy
28,761
+90
+0.3% +$15K 0.13% 52
2020
Q3 		$4.49M Sell
28,671
-326
-1% -$50.3K 0.14% 47
2020
Q2 		$4.15M Buy
28,997
+318
+1% +$43K 0.13% 50
2020
Q1 		$3.4M Buy
28,679
+685
+2% +$96.2K 0.11% 58
2019
Q4 		$4.14M Buy
27,994
+51
+0.2% +$7.21K 0.15% 43
2019
Q3 		$3.81M Sell
27,943
-66
-0.2% -$8.96K 0.15% 43
2019
Q2 		$3.77M Buy
28,009
+574
+2% +$75.9K 0.15% 42
2019
Q1 		$3.56M Sell
27,435
-564
-2% -$70.5K 0.15% 40
2018
Q4 		$3.22M Sell
27,999
-32
-0.1% -$3.96K 0.16% 41
2018
Q3 		$3.74M Sell
28,031
-257
-0.9% -$33.7K 0.17% 41
2018
Q2 		$3.53M Buy
28,288
+16
+0.1% +$1.99K 0.17% 43
2018
Q1 		$3.43M Sell
28,272
-252
-0.9% -$31.6K 0.26% 23
2017
Q4 		$3.5M Sell
28,524
-10
-0% -$1.2K 0.27% 19
2017
Q3 		$3.29M Sell
28,534
-323
-1% -$36.6K 0.27% 19
2017
Q2 		$3.2M Sell
28,857
-250
-0.9% -$27.5K 0.28% 19
2017
Q1 		$3.15M Sell
29,107
-146
-0.5% -$15.6K 0.3% 19
2016
Q4 		$3M Sell
29,253
-170
-0.6% -$17K 0.3% 20
2016
Q3 		$2.92M Buy
29,423
+228
+0.8% +$22.6K 0.31% 19
2016
Q2 		$2.8M Sell
29,195
-1,518
-5% -$144K 0.31% 20
2016
Q1 		$2.89M Buy
30,713
+852
+3% +$76K 0.36% 22
2015
Q4 		$2.79M Sell
29,861
-1,171
-4% -$110K 0.5% 21
2015
Q3 		$2.73M Sell
31,032
-186
-0.6% -$17.4K 0.97% 14
2015
Q2 		$2.96M Buy
31,218
+48
+0.2% +$4.65K 1.06% 11
2015
Q1 		$2.97M Sell
31,170
-201
-0.6% -$19.1K 1.1% 11
2014
Q4 		$2.96M Sell
31,371
-600
-2% -$55.4K 1.12% 12
2014
Q3 		$2.89M Sell
31,971
-735
-2% -$66.8K 1.12% 11
2014
Q2 		$2.94M Sell
32,706
-23,649
-42% -$2.07M 1.33% 7
2014
Q1 		$4.85M Buy
56,355
+21,196
+60% +$1.79M 2.12% 6
2013
Q4 		$2.98M Sell
35,159
-7,182
-17% -$584K 1.48% 5
2013
Q3 		$3.27M Sell
42,341
-498
-1% -$38.3K 1.7% 5
2013
Q2 		$3.15M Buy
+42,839
New +$3.16M 1.77% 5

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

Allworth Financial's VV Position: Q1 2026 in Review

Allworth Financial increased its Vanguard Large-Cap ETF (VV) stake by 2.1% in Q1 2026, buying an estimated $257K and bringing the position to 39,608 shares worth $11.8M. The position accounts for 0.05% of the portfolio, ranked #227.

Allworth Financial first reported a position in VV in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.2M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Allworth Financial held 39,608 shares of Vanguard Large-Cap ETF worth $11.8M as of Q1 2026.
  • Allworth Financial bought 822 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $257K.
  • Vanguard Large-Cap ETF made up 0.05% of Allworth Financial's portfolio in Q1 2026, its #227 holding.
  • Allworth Financial first reported a position in Vanguard Large-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Allworth Financial's Vanguard Large-Cap ETF position peaked at $12.2M in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.