Ascent Group’s Vanguard Large-Cap ETF VV Stock Holding History

Ascent Group’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	$369K	Sell	1,235 -71	-5%	-$22.2K	0.01%	571
2025 Q4	$411K	Sell	1,306 -1	-0.1%	-$312	0.01%	537
2025 Q3	$402K	Sell	1,307 -71	-5%	-$21K	0.01%	541
2025 Q2	$393K	Sell	1,378 -190	-12%	-$50.1K	0.02%	523
2025 Q1	$403K	Buy	+1,568	New	+$425K	0.02%	501

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

Ascent Group's VV Position: Q1 2026 in Review

Ascent Group reduced its Vanguard Large-Cap ETF (VV) stake by 5.4% in Q1 2026, selling an estimated $22.2K and leaving 1,235 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #571.

Ascent Group first reported a position in VV in Q1 2025 and has held it in 5 quarters since. The position peaked at $411K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Ascent Group held 1,235 shares of Vanguard Large-Cap ETF worth $369K as of Q1 2026.
Ascent Group sold 71 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $22.2K.
Vanguard Large-Cap ETF made up 0.01% of Ascent Group's portfolio in Q1 2026, its #571 holding.
Ascent Group first reported a position in Vanguard Large-Cap ETF in Q1 2025 and has held it in 5 quarters since.
Ascent Group's Vanguard Large-Cap ETF position peaked at $411K in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.