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

Aviance Capital Partners’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	$235K	Sell	786 -28	-3%	-$8.76K	0.03%	339
2025 Q4	$256K	Hold	814	–	–	0.03%	326
2025 Q3	$251K	Hold	814	–	–	0.03%	324
2025 Q2	$232K	Hold	814	–	–	0.03%	313
2025 Q1	$209K	Hold	814	–	–	0.03%	320
2024 Q4	$220K	Hold	814	–	–	0.03%	296
2024 Q3	$214K	Hold	814	–	–	0.03%	317
2024 Q2	$203K	Buy	+814	New	+$196K	0.03%	305

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

Aviance Capital Partners's VV Position: Q1 2026 in Review

Aviance Capital Partners reduced its Vanguard Large-Cap ETF (VV) stake by 3.4% in Q1 2026, selling an estimated $8.76K and leaving 786 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #339.

Aviance Capital Partners first reported a position in VV in Q2 2024 and has held it in 8 quarters since. The position peaked at $256K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Aviance Capital Partners held 786 shares of Vanguard Large-Cap ETF worth $235K as of Q1 2026.
Aviance Capital Partners sold 28 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $8.76K.
Vanguard Large-Cap ETF made up 0.03% of Aviance Capital Partners's portfolio in Q1 2026, its #339 holding.
Aviance Capital Partners first reported a position in Vanguard Large-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Aviance Capital Partners's Vanguard Large-Cap ETF position peaked at $256K in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.