Avestar Capital’s Vanguard Large-Cap ETF VV Stock Holding History

Avestar Capital’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	$1.06M	Buy	3,547 +2,547	+255%	+$797K	0.07%	213
2025 Q4	$315K	Hold	1,000	–	–	0.02%	407
2025 Q3	$309K	Hold	1,000	–	–	0.02%	408
2025 Q2	$286K	Hold	1,000	–	–	0.02%	399
2025 Q1	$257K	Hold	1,000	–	–	0.02%	405
2024 Q4	$270K	Hold	1,000	–	–	0.02%	406
2024 Q3	$263K	Hold	1,000	–	–	0.03%	386
2024 Q2	$250K	Hold	1,000	–	–	0.03%	381
2024 Q1	$240K	Hold	1,000	–	–	0.03%	389
2023 Q4	$218K	Buy	+1,000	New	+$204K	0.02%	349
2023 Q3	–	Sell	-1,000	Closed	-$203K	–	386
2023 Q2	$203K	Buy	+1,000	New	+$192K	0.03%	306

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

Avestar Capital's VV Position: Q1 2026 in Review

Avestar Capital increased its Vanguard Large-Cap ETF (VV) stake by 255% in Q1 2026, buying an estimated $797K and bringing the position to 3,547 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #213.

Avestar Capital first reported a position in VV in Q2 2023 and has held it in 11 quarters since. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Avestar Capital held 3,547 shares of Vanguard Large-Cap ETF worth $1.06M as of Q1 2026.
Avestar Capital bought 2,547 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $797K.
Vanguard Large-Cap ETF made up 0.07% of Avestar Capital's portfolio in Q1 2026, its #213 holding.
Avestar Capital first reported a position in Vanguard Large-Cap ETF in Q2 2023 and has held it in 11 quarters since.
1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.