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

Arkadios 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	$1.75M	Buy	5,841 +27	+0.5%	+$8.45K	0.03%	566
2025 Q4	$1.83M	Buy	5,814 +1,059	+22%	+$331K	0.04%	475
2025 Q3	$1.46M	Buy	4,755 +263	+6%	+$77.9K	0.04%	501
2025 Q2	$1.28M	Buy	4,492 +742	+20%	+$196K	0.04%	477
2025 Q1	$964K	Buy	3,750 +2,739	+271%	+$742K	0.04%	471
2024 Q4	$273K	Hold	1,011	–	–	0.01%	752
2024 Q3	$266K	Buy	1,011 +13	+1%	+$3.3K	0.02%	756
2024 Q2	$249K	Buy	+998	New	+$240K	0.02%	695

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its Vanguard Large-Cap ETF (VV) stake by 0.46% in Q1 2026, buying an estimated $8.45K and bringing the position to 5,841 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #566.

Arkadios Wealth Advisors first reported a position in VV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.83M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Arkadios Wealth Advisors held 5,841 shares of Vanguard Large-Cap ETF worth $1.75M as of Q1 2026.
Arkadios Wealth Advisors bought 27 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $8.45K.
Vanguard Large-Cap ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #566 holding.
Arkadios Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Arkadios Wealth Advisors's Vanguard Large-Cap ETF position peaked at $1.83M in Q4 2025.
1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.