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American Investment Services’s Vanguard Large-Cap ETF VV Stock Holding History

American Investment Services’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 		$1.77M Buy
5,912
+88
+2% +$27.5K 0.39% 54
2025
Q4 		$1.83M Sell
5,824
-598
-9% -$187K 0.43% 50
2025
Q3 		$1.98M Buy
6,422
+366
+6% +$108K 0.48% 47
2025
Q2 		$1.73M Sell
6,056
-13,188
-69% -$3.47M 0.44% 52
2025
Q1 		$4.95M Sell
19,244
-254
-1% -$68.8K 0.87% 33
2024
Q4 		$5.26M Buy
19,498
+331
+2% +$89.7K 0.93% 32
2024
Q3 		$5.05M Buy
19,167
+647
+3% +$164K 0.84% 32
2024
Q2 		$4.62M Buy
18,520
+12
+0.1% +$2.88K 0.82% 33
2024
Q1 		$4.44M Buy
18,508
+40
+0.2% +$9.15K 0.79% 34
2023
Q4 		$4.03M Buy
18,468
+3,026
+20% +$619K 0.76% 35
2023
Q3 		$3.02M Sell
15,442
-68
-0.4% -$13.8K 0.65% 39
2023
Q2 		$3.14M Buy
15,510
+465
+3% +$89.1K 0.64% 41
2023
Q1 		$2.62M Hold
15,045
– – 0.54% 44
2022
Q4 		$2.62M Buy
15,045
+55
+0.4% +$9.65K 0.54% 44
2022
Q3 		$2.45M Buy
14,990
+51
+0.3% +$9.27K 0.58% 38
2022
Q2 		$2.58M Sell
14,939
-138
-0.9% -$25.9K 0.59% 35
2022
Q1 		$3.14M Buy
15,077
+35
+0.2% +$7.19K 0.69% 32
2021
Q4 		$3.33M Buy
15,042
+70
+0.5% +$15K 0.73% 33
2021
Q3 		$3.01M Buy
14,972
+10
+0.1% +$2.07K 0.68% 35
2021
Q2 		$3M Sell
14,962
-454
-3% -$88.6K 0.69% 34
2021
Q1 		$2.86M Buy
15,416
+77
+0.5% +$14K 0.77% 30
2020
Q4 		$2.7M Buy
15,339
+29
+0.2% +$4.82K 0.82% 26
2020
Q3 		$2.4M Hold
15,310
– – 0.8% 24
2020
Q2 		$2.19M Buy
15,310
+294
+2% +$39.8K 0.77% 23
2020
Q1 		$1.78M Buy
15,016
+13,521
+904% +$1.9M 0.68% 27
2019
Q4 		$221K Hold
1,495
– – 0.07% 136
2019
Q3 		$204K Buy
+1,495
New +$203K 0.06% 133

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

American Investment Services's VV Position: Q1 2026 in Review

American Investment Services increased its Vanguard Large-Cap ETF (VV) stake by 1.5% in Q1 2026, buying an estimated $27.5K and bringing the position to 5,912 shares worth $1.77M. The position accounts for 0.39% of the portfolio, ranked #54.

American Investment Services first reported a position in VV in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.26M in Q4 2024. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • American Investment Services held 5,912 shares of Vanguard Large-Cap ETF worth $1.77M as of Q1 2026.
  • American Investment Services bought 88 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $27.5K.
  • Vanguard Large-Cap ETF made up 0.39% of American Investment Services's portfolio in Q1 2026, its #54 holding.
  • American Investment Services first reported a position in Vanguard Large-Cap ETF in Q3 2019 and has held it in 27 quarters since.
  • American Investment Services's Vanguard Large-Cap ETF position peaked at $5.26M in Q4 2024.
  • 1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.