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Bartlett & Co Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Bartlett & Co 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 		$2.9M Sell
8,783
-10
-0.1% -$3.13K 0.04% 177
2025
Q4 		$2.77M Sell
8,793
-116
-1% -$36.2K 0.04% 174
2025
Q3 		$2.75M Sell
8,909
-245
-3% -$72.5K 0.04% 175
2025
Q2 		$2.62M Buy
9,154
+56
+0.6% +$14.8K 0.04% 173
2025
Q1 		$2.34M Sell
9,098
-4
-0% -$1.08K 0.03% 178
2024
Q4 		$2.45M Sell
9,102
-176
-2% -$47.7K 0.04% 178
2024
Q3 		$2.45M Buy
9,278
+4
+0% +$1.01K 0.04% 179
2024
Q2 		$2.32M Buy
9,274
+11
+0.1% +$2.64K 0.04% 183
2024
Q1 		$2.22M Buy
9,263
+85
+0.9% +$19.4K 0.03% 188
2023
Q4 		$2.01M Buy
9,178
+62
+0.7% +$12.7K 0.03% 206
2023
Q3 		$1.78M Sell
9,116
-109
-1% -$22.2K 0.03% 204
2023
Q2 		$1.87M Buy
9,225
+200
+2% +$38.3K 0.03% 204
2023
Q1 		$1.69M Sell
9,025
-783
-8% -$143K 0.03% 188
2022
Q4 		$1.71M Buy
9,808
+2,250
+30% +$395K 0.03% 191
2022
Q3 		$1.24M Buy
7,558
+4,344
+135% +$790K 0.03% 200
2022
Q2 		$554K Sell
3,214
-1,280
-28% -$240K 0.01% 273
2022
Q1 		$937K Buy
4,494
+2,055
+84% +$422K 0.02% 232
2021
Q4 		$539K Sell
2,439
-25
-1% -$5.36K 0.01% 288
2021
Q3 		$495K Sell
2,464
-95
-4% -$19.6K 0.01% 259
2021
Q2 		$514K Sell
2,559
-63
-2% -$12.3K 0.01% 260
2021
Q1 		$486K Hold
2,622
– – 0.01% 263
2020
Q4 		$461K Hold
2,622
– – 0.01% 264
2020
Q3 		$410K Hold
2,622
– – 0.01% 256
2020
Q2 		$375K Hold
2,622
– – 0.01% 259
2020
Q1 		$311K Sell
2,622
-46
-2% -$6.46K 0.01% 261
2019
Q4 		$394K Sell
2,668
-250
-9% -$35.4K 0.01% 278
2019
Q3 		$398K Hold
2,918
– – 0.01% 271
2019
Q2 		$395K Hold
2,918
– – 0.01% 214
2019
Q1 		$381K Hold
2,918
– – 0.01% 217
2018
Q4 		$335K Hold
2,918
– – 0.01% 220
2018
Q3 		$391K Hold
2,918
– – 0.01% 214
2018
Q2 		$364K Sell
2,918
-121
-4% -$15K 0.01% 216
2018
Q1 		$368K Buy
+3,039
New +$381K 0.02% 213

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

Bartlett & Co Wealth Management's VV Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Vanguard Large-Cap ETF (VV) stake by 0.11% in Q1 2026, selling an estimated $3.13K and leaving 8,783 shares worth $2.9M. The position accounts for 0.04% of the portfolio, ranked #177.

Bartlett & Co Wealth Management first reported a position in VV in Q1 2018 and has held it in 33 quarters since. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Bartlett & Co Wealth Management held 8,783 shares of Vanguard Large-Cap ETF worth $2.9M as of Q1 2026.
  • Bartlett & Co Wealth Management sold 10 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $3.13K.
  • Vanguard Large-Cap ETF made up 0.04% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #177 holding.
  • Bartlett & Co Wealth Management first reported a position in Vanguard Large-Cap ETF in Q1 2018 and has held it in 33 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.