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Apollon Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Apollon Wealth 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 		$822K Buy
2,749
+32
+1% +$10K 0.01% 673
2025
Q4 		$855K Buy
2,717
+11
+0.4% +$3.44K 0.01% 640
2025
Q3 		$833K Buy
2,706
+254
+10% +$75.2K 0.01% 637
2025
Q2 		$700K Sell
2,452
-105
-4% -$27.7K 0.01% 671
2025
Q1 		$657K Sell
2,557
-671
-21% -$182K 0.01% 633
2024
Q4 		$871K Buy
3,228
+610
+23% +$165K 0.02% 558
2024
Q3 		$689K Sell
2,618
-128
-5% -$32.5K 0.02% 600
2024
Q2 		$686K Buy
2,746
+185
+7% +$44.4K 0.02% 573
2024
Q1 		$614K Buy
2,561
+233
+10% +$53.3K 0.02% 619
2023
Q4 		$508K Buy
2,328
+155
+7% +$31.7K 0.02% 645
2023
Q3 		$425K Buy
2,173
+99
+5% +$20.2K 0.02% 587
2023
Q2 		$420K Buy
2,074
+294
+17% +$56.4K 0.02% 650
2023
Q1 		$333K Sell
1,780
-192
-10% -$35K 0.02% 657
2022
Q4 		$344K Sell
1,972
-2,427
-55% -$426K 0.02% 625
2022
Q3 		$720K Buy
4,399
+148
+3% +$26.9K 0.06% 353
2022
Q2 		$733K Buy
4,251
+1,382
+48% +$259K 0.06% 336
2022
Q1 		$598K Buy
2,869
+103
+4% +$21.2K 0.04% 416
2021
Q4 		$611K Buy
2,766
+385
+16% +$82.6K 0.05% 412
2021
Q3 		$478K Buy
+2,381
New +$492K 0.07% 278

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

Apollon Wealth Management's VV Position: Q1 2026 in Review

Apollon Wealth Management increased its Vanguard Large-Cap ETF (VV) stake by 1.2% in Q1 2026, buying an estimated $10K and bringing the position to 2,749 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #673.

Apollon Wealth Management first reported a position in VV in Q3 2021 and has held it in 19 quarters since. The position peaked at $871K in Q4 2024. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Apollon Wealth Management held 2,749 shares of Vanguard Large-Cap ETF worth $822K as of Q1 2026.
  • Apollon Wealth Management bought 32 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $10K.
  • Vanguard Large-Cap ETF made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #673 holding.
  • Apollon Wealth Management first reported a position in Vanguard Large-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • Apollon Wealth Management's Vanguard Large-Cap ETF position peaked at $871K in Q4 2024.
  • 1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.