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Axxcess Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Axxcess Wealth Management’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 		– Sell
-1,058,705
Closed -$333M – 997
2025
Q4 		$333M Buy
1,058,705
+10,079
+1% +$3.15M 5.77% 1
2025
Q3 		$323M Buy
1,048,626
+6,801
+0.7% +$2.01M 6.83% 1
2025
Q2 		$297M Sell
1,041,825
-2,314
-0.2% -$610K 6.95% 1
2025
Q1 		$268M Sell
1,044,139
-35,920
-3% -$9.73M 7.12% 1
2024
Q4 		$291M Sell
1,080,059
-14,590
-1% -$3.95M 6.99% 1
2024
Q3 		$288M Sell
1,094,649
-12,343
-1% -$3.13M 7.07% 1
2024
Q2 		$276M Sell
1,106,992
-1,319
-0.1% -$317K 7.31% 1
2024
Q1 		$266M Sell
1,108,311
-7,487
-0.7% -$1.71M 7.27% 1
2023
Q4 		$243M Buy
1,115,798
+35,052
+3% +$7.16M 7.07% 1
2023
Q3 		$211M Buy
+1,080,746
New +$220M 7.21% 1
2023
Q2 		– Sell
-2,546
Closed -$476K – 691
2023
Q1 		$476K Buy
2,546
+372
+17% +$67.7K 0.04% 381
2022
Q4 		$379K Buy
+2,174
New +$381K 0.03% 407

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Axxcess Wealth Management's VV Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Vanguard Large-Cap ETF (VV) in Q1 2026, closing a stake of 1,058,705 shares — an estimated $333M sold.

Axxcess Wealth Management first reported a position in VV in Q4 2022 and held it in 12 quarters. The position peaked at $333M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Vanguard Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,058,705 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $333M.
  • Axxcess Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2022 and held it in 12 quarters.
  • Axxcess Wealth Management's Vanguard Large-Cap ETF position peaked at $333M in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.