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Archvest Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Archvest Wealth Advisors’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 		$419K Buy
1,402
+3
+0.2% +$939 0.27% 45
2025
Q4 		$440K Sell
1,399
-29
-2% -$9.06K 0.28% 40
2025
Q3 		$440K Buy
1,428
+3
+0.2% +$888 0.39% 41
2025
Q2 		$406K Hold
1,425
– – 0.35% 44
2025
Q1 		$366K Sell
1,425
-21
-1% -$5.69K 0.3% 48
2024
Q4 		$390K Buy
1,446
+7
+0.5% +$1.9K 0.28% 46
2024
Q3 		$379K Buy
1,439
+35
+2% +$8.88K 0.24% 46
2024
Q2 		$351K Hold
1,404
– – 0.23% 46
2024
Q1 		$336K Buy
1,404
+64
+5% +$14.6K 0.24% 46
2023
Q4 		$292K Buy
1,340
+74
+6% +$15.1K 0.22% 45
2023
Q3 		$248K Buy
1,266
+4
+0.3% +$815 0.2% 43
2023
Q2 		$256K Buy
1,262
+5
+0.4% +$958 0.21% 42
2023
Q1 		$235K Sell
1,257
-15,653
-93% -$2.85M 0.21% 43
2022
Q4 		$1.39M Buy
16,910
+15,662
+1,255% +$2.75M 1.38% 16
2022
Q3 		$204K Buy
1,248
+5
+0.4% +$909 0.21% 42
2022
Q2 		$214K Buy
1,243
+4
+0.3% +$751 0.21% 36
2022
Q1 		$258K Buy
1,239
+3
+0.2% +$616 0.23% 38
2021
Q4 		$273K Buy
+1,236
New +$265K 0.24% 41

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

Archvest Wealth Advisors's VV Position: Q1 2026 in Review

Archvest Wealth Advisors increased its Vanguard Large-Cap ETF (VV) stake by 0.21% in Q1 2026, buying an estimated $939 and bringing the position to 1,402 shares worth $419K. The position accounts for 0.27% of the portfolio, ranked #45.

Archvest Wealth Advisors first reported a position in VV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.39M in Q4 2022. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Archvest Wealth Advisors held 1,402 shares of Vanguard Large-Cap ETF worth $419K as of Q1 2026.
  • Archvest Wealth Advisors bought 3 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $939.
  • Vanguard Large-Cap ETF made up 0.27% of Archvest Wealth Advisors's portfolio in Q1 2026, its #45 holding.
  • Archvest Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Archvest Wealth Advisors's Vanguard Large-Cap ETF position peaked at $1.39M in Q4 2022.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.