Axiom Financial Strategies’s Vanguard Large-Cap ETF VV Stock Holding History

Axiom Financial Strategies’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
2024 Q4	–	Sell	-1,592	Closed	-$419K	–	46
2024 Q3	$419K	Hold	1,592	–	–	0.22%	29
2024 Q2	$397K	Hold	1,592	–	–	0.26%	24
2024 Q1	$382K	Hold	1,592	–	–	0.24%	27
2023 Q4	$347K	Hold	1,592	–	–	0.23%	27
2023 Q3	$312K	Hold	1,592	–	–	0.21%	27
2023 Q2	$323K	Hold	1,592	–	–	0.19%	29
2023 Q1	$297K	Sell	1,592 -36,356	-96%	-$6.62M	0.17%	28
2022 Q4	$6.61M	Buy	+37,948	New	+$6.66M	4.15%	9

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Axiom Financial Strategies's VV Position: Q4 2024 in Review

Axiom Financial Strategies sold out of Vanguard Large-Cap ETF (VV) in Q4 2024, closing a stake of 1,592 shares — an estimated $419K sold.

Axiom Financial Strategies first reported a position in VV in Q4 2022 and held it in 8 quarters. The position peaked at $6.61M in Q4 2022. 1,183 funds tracked by Wall St. Rank hold VV as of Q4 2024.

Axiom Financial Strategies reported no remaining Vanguard Large-Cap ETF position as of Q4 2024 after selling out during the quarter.
Axiom Financial Strategies sold 1,592 Vanguard Large-Cap ETF shares in Q4 2024, an estimated $419K.
Axiom Financial Strategies first reported a position in Vanguard Large-Cap ETF in Q4 2022 and held it in 8 quarters.
Axiom Financial Strategies's Vanguard Large-Cap ETF position peaked at $6.61M in Q4 2022.
1,183 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2024.

Based on Axiom Financial Strategies's 13F filing for Q4 2024, filed 22 Jan 2025.