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

Baker Tilly 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
2025 Q1	–	Sell	-965	Closed	-$260K	–	252
2024 Q4	$260K	Buy	+965	New	+$261K	0.1%	203
2024 Q1	–	Sell	-2,735	Closed	-$597K	–	475
2023 Q4	$597K	Buy	+2,735	New	+$559K	0.1%	234
2023 Q1	–	Sell	-24,939	Closed	-$4.34M	–	581
2022 Q4	$4.34M	Buy	+24,939	New	+$4.38M	0.54%	44
2022 Q2	–	Sell	-7,274	Closed	-$1.52M	–	534
2022 Q1	$1.52M	Buy	+7,274	New	+$1.49M	0.17%	123

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Baker Tilly Wealth Management's VV Position: Q1 2025 in Review

Baker Tilly Wealth Management sold out of Vanguard Large-Cap ETF (VV) in Q1 2025, closing a stake of 965 shares — an estimated $260K sold.

Baker Tilly Wealth Management first reported a position in VV in Q1 2022 and held it in 4 quarters. The position peaked at $4.34M in Q4 2022. 1,183 funds tracked by Wall St. Rank hold VV as of Q1 2025.

Baker Tilly Wealth Management reported no remaining Vanguard Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
Baker Tilly Wealth Management sold 965 Vanguard Large-Cap ETF shares in Q1 2025, an estimated $260K.
Baker Tilly Wealth Management first reported a position in Vanguard Large-Cap ETF in Q1 2022 and held it in 4 quarters.
Baker Tilly Wealth Management's Vanguard Large-Cap ETF position peaked at $4.34M in Q4 2022.
1,183 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2025, filed 9 Apr 2025.