Baltimore-Washington Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $115M | Buy |
385,016
+4,888
| +1% | +$1.53M | 4.96% | 1 |
|
|
2025
Q4 | $120M | Buy |
380,128
+3,093
| +0.8% | +$966K | 4.98% | 1 |
|
|
2025
Q3 | $116M | Buy |
377,035
+4,993
| +1% | +$1.48M | 4.98% | 1 |
|
|
2025
Q2 | $106M | Sell |
372,042
-13,693
| -4% | -$3.61M | 4.95% | 1 |
|
|
2025
Q1 | $99.1M | Buy |
385,735
+3,935
| +1% | +$1.07M | 5.26% | 1 |
|
|
2024
Q4 | $103M | Buy |
381,800
+3,581
| +0.9% | +$970K | 5.29% | 1 |
|
|
2024
Q3 | $99.6M | Buy |
378,219
+4,015
| +1% | +$1.02M | 5.36% | 1 |
|
|
2024
Q2 | $93.4M | Buy |
374,204
+9,498
| +3% | +$2.28M | 5.4% | 1 |
|
|
2024
Q1 | $87.4M | Buy |
364,706
+5,869
| +2% | +$1.34M | 5.44% | 1 |
|
|
2023
Q4 | $78.3M | Buy |
358,837
+13,986
| +4% | +$2.86M | 5.42% | 1 |
|
|
2023
Q3 | $67.5M | Buy |
344,851
+996
| +0.3% | +$203K | 5.46% | 1 |
|
|
2023
Q2 | $69.7M | Buy |
343,855
+26,174
| +8% | +$5.02M | 5.55% | 1 |
|
|
2023
Q1 | $59.3M | Buy |
317,681
+2,820
| +0.9% | +$513K | 5.23% | 1 |
|
|
2022
Q4 | $54.8M | Sell |
314,861
-273,902
| -47% | -$48.1M | 5.36% | 1 |
|
|
2022
Q3 | $100M | Buy |
588,763
+308,414
| +110% | +$56.1M | 8.43% | 1 |
|
|
2022
Q2 | $48.3M | Buy |
280,349
+71,101
| +34% | +$13.3M | 5.17% | 1 |
|
|
2022
Q1 | $39M | Sell |
209,248
-29,789
| -12% | -$6.12M | 3.8% | 2 |
|
|
2021
Q4 | $52.8M | Buy |
239,037
+6,352
| +3% | +$1.36M | 4.27% | 2 |
|
|
2021
Q3 | $46.8M | Buy |
232,685
+11,721
| +5% | +$2.42M | 4.12% | 2 |
|
|
2021
Q2 | $44.4M | Buy |
220,964
+11,153
| +5% | +$2.18M | 4.13% | 2 |
|
|
2021
Q1 | $38.9M | Buy |
209,811
+7,611
| +4% | +$1.38M | 3.96% | 2 |
|
|
2020
Q4 | $35.5M | Buy |
202,200
+13,326
| +7% | +$2.21M | 3.87% | 2 |
|
|
2020
Q3 | $29.5M | Buy |
188,874
+12,211
| +7% | +$1.88M | 3.83% | 2 |
|
|
2020
Q2 | $25.3M | Buy |
176,663
+3,782
| +2% | +$511K | 3.48% | 4 |
|
|
2020
Q1 | $20.5M | Buy |
172,881
+14,892
| +9% | +$2.09M | 3.69% | 3 |
|
|
2019
Q4 | $23.4M | Sell |
157,989
-5,679
| -3% | -$803K | 3.43% | 1 |
|
|
2019
Q3 | $22.3M | Sell |
163,668
-1,232
| -0.7% | -$167K | 3.67% | 1 |
|
|
2019
Q2 | $22.2M | Sell |
164,900
-366
| -0.2% | -$48.4K | 3.74% | 1 |
|
|
2019
Q1 | $21.5M | Buy |
165,266
+7,194
| +5% | +$899K | 3.75% | 1 |
|
|
2018
Q4 | $18.2M | Buy |
158,072
+6,465
| +4% | +$800K | 3.75% | 1 |
|
|
2018
Q3 | $20.2M | Buy |
151,607
+6,449
| +4% | +$845K | 3.66% | 1 |
|
|
2018
Q2 | $18.1M | Buy |
145,158
+8,945
| +7% | +$1.11M | 3.59% | 1 |
|
|
2018
Q1 | $16.5M | Buy |
136,213
+3,663
| +3% | +$460K | 3.61% | 1 |
|
|
2017
Q4 | $16.3M | Buy |
132,550
+2,728
| +2% | +$326K | 3.43% | 2 |
|
|
2017
Q3 | $15M | Buy |
129,822
+3,219
| +3% | +$365K | 3.4% | 1 |
|
|
2017
Q2 | $14.1M | Buy |
126,603
+6,373
| +5% | +$701K | 3.38% | 1 |
|
|
2017
Q1 | $13M | Buy |
120,230
+3,423
| +3% | +$365K | 3.31% | 1 |
|
|
2016
Q4 | $12M | Buy |
116,807
+19,397
| +20% | +$1.94M | 3.27% | 1 |
|
|
2016
Q3 | $9.66M | Buy |
97,410
+7,182
| +8% | +$711K | 2.75% | 2 |
|
|
2016
Q2 | $8.65M | Buy |
90,228
+15,534
| +21% | +$1.47M | 2.57% | 5 |
|
|
2016
Q1 | $7.02M | Buy |
74,694
+7,224
| +11% | +$644K | 2.13% | 12 |
|
|
2015
Q4 | $6.31M | Buy |
67,470
+9,953
| +17% | +$937K | 1.97% | 14 |
|
|
2015
Q3 | $5.06M | Buy |
57,517
+960
| +2% | +$89.6K | 1.61% | 23 |
|
|
2015
Q2 | $5.36M | Sell |
56,557
-253
| -0.4% | -$24.5K | 1.59% | 26 |
|
|
2015
Q1 | $5.41M | Buy |
56,810
+528
| +0.9% | +$50.1K | 1.57% | 29 |
|
|
2014
Q4 | $5.31M | Buy |
56,282
+250
| +0.4% | +$23.1K | 1.58% | 25 |
|
|
2014
Q3 | $5.07M | Sell |
56,032
-403
| -0.7% | -$36.6K | 1.63% | 23 |
|
|
2014
Q2 | $5.08M | Buy |
56,435
+2,025
| +4% | +$177K | 1.58% | 24 |
|
|
2014
Q1 | $4.68M | Buy |
54,410
+1,867
| +4% | +$158K | 1.6% | 26 |
|
|
2013
Q4 | $4.46M | Buy |
52,543
+1,886
| +4% | +$153K | 1.51% | 27 |
|
|
2013
Q3 | $3.92M | Buy |
50,657
+1,748
| +4% | +$134K | 1.55% | 26 |
|
|
2013
Q2 | $3.59M | Buy |
+48,909
| New | +$3.61M | 1.56% | 28 |
|
Other funds holding VV
NMIFOAC
VGA
JFGLC
Baltimore-Washington Financial Advisors's VV Position: Q1 2026 in Review
Baltimore-Washington Financial Advisors increased its Vanguard Large-Cap ETF (VV) stake by 1.3% in Q1 2026, buying an estimated $1.53M and bringing the position to 385,016 shares worth $115M. The position accounts for 4.96% of the portfolio, ranked #1.
Baltimore-Washington Financial Advisors first reported a position in VV in Q2 2013 and has held it in 52 quarters since. The position peaked at $120M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.
- Baltimore-Washington Financial Advisors held 385,016 shares of Vanguard Large-Cap ETF worth $115M as of Q1 2026.
- Baltimore-Washington Financial Advisors bought 4,888 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $1.53M.
- Vanguard Large-Cap ETF made up 4.96% of Baltimore-Washington Financial Advisors's portfolio in Q1 2026, its #1 holding.
- Baltimore-Washington Financial Advisors first reported a position in Vanguard Large-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Baltimore-Washington Financial Advisors's Vanguard Large-Cap ETF position peaked at $120M in Q4 2025.
- 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.
Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.