Bank of Marin’s Vanguard Large-Cap ETF VV Stock Holding History

Bank of Marin’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	-1,627	Closed	-$512K	–	145
2025 Q4	$512K	Hold	1,627	–	–	0.35%	83
2025 Q3	$501K	Hold	1,627	–	–	0.35%	82
2025 Q2	$464K	Buy	+1,627	New	+$429K	0.35%	87
2025 Q1	–	Sell	-1,627	Closed	-$439K	–	122
2024 Q4	$439K	Hold	1,627	–	–	0.35%	86
2024 Q3	$428K	Hold	1,627	–	–	0.34%	86
2024 Q2	$406K	Hold	1,627	–	–	0.35%	89
2024 Q1	$390K	Hold	1,627	–	–	0.34%	86
2023 Q4	$355K	Hold	1,627	–	–	0.32%	90
2023 Q3	$318K	Hold	1,627	–	–	0.31%	89
2023 Q2	$330K	Hold	1,627	–	–	0.31%	91
2023 Q1	$304K	Hold	1,627	–	–	0.29%	96
2022 Q4	$283K	Hold	1,627	–	–	0.27%	99
2022 Q3	$266K	Hold	1,627	–	–	0.26%	98
2022 Q2	$280K	Hold	1,627	–	–	0.25%	104
2022 Q1	$339K	Hold	1,627	–	–	0.25%	106
2021 Q4	$360K	Sell	1,627 -130	-7%	-$27.9K	0.24%	108
2021 Q3	$353K	Hold	1,757	–	–	0.26%	101
2021 Q2	$353K	Hold	1,757	–	–	0.26%	105
2021 Q1	$326K	Hold	1,757	–	–	0.26%	107
2020 Q4	$309K	Hold	1,757	–	–	0.26%	103
2020 Q3	$275K	Hold	1,757	–	–	0.28%	100
2020 Q2	$251K	Hold	1,757	–	–	0.29%	100
2020 Q1	$208K	Sell	1,757 -135	-7%	-$19K	0.28%	109
2019 Q4	$280K	Buy	+1,892	New	+$268K	0.28%	105

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

Bank of Marin's VV Position: Q1 2026 in Review

Bank of Marin sold out of Vanguard Large-Cap ETF (VV) in Q1 2026, closing a stake of 1,627 shares — an estimated $512K sold.

Bank of Marin first reported a position in VV in Q4 2019 and held it in 24 quarters. The position peaked at $512K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Bank of Marin reported no remaining Vanguard Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
Bank of Marin sold 1,627 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $512K.
Bank of Marin first reported a position in Vanguard Large-Cap ETF in Q4 2019 and held it in 24 quarters.
Bank of Marin's Vanguard Large-Cap ETF position peaked at $512K in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.