AssuredPartners Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

AssuredPartners Investment 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	$22.1M	Buy	+73,021	New	+$22.8M	2.41%	2

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

AssuredPartners Investment Advisors's VV Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in Vanguard Large-Cap ETF (VV) in Q1 2026: 73,021 shares worth $22.1M. The stake represents 2.41% of the portfolio and ranks #2 among its holdings.

1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

AssuredPartners Investment Advisors held 73,021 shares of Vanguard Large-Cap ETF worth $22.1M as of Q1 2026.
Vanguard Large-Cap ETF was a new AssuredPartners Investment Advisors position in Q1 2026.
Vanguard Large-Cap ETF made up 2.41% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #2 holding.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.