Battery Global Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Battery Global Advisors’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	$1.46M	Sell	4,880 -7,361	-60%	-$2.3M	0.78%	14
2025 Q4	$5.97M	Buy	12,241 +7,361	+151%	+$2.3M	2.77%	9
2025 Q3	$1.51M	Buy	4,880 +1	+0%	+$296	0.71%	15
2025 Q2	$1.4M	Hold	4,879	–	–	0.69%	14
2025 Q1	$1.25M	Hold	4,879	–	–	0.7%	16
2024 Q4	$1.32M	Hold	4,879	–	–	0.7%	15
2024 Q3	$1.29M	Hold	4,879	–	–	0.7%	16
2024 Q2	$1.22M	Hold	4,879	–	–	0.81%	13
2024 Q1	$1.17M	Hold	4,879	–	–	0.95%	11
2023 Q4	$1.06M	Buy	+4,879	New	+$997K	0.82%	14

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

Battery Global Advisors's VV Position: Q1 2026 in Review

Battery Global Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 60% in Q1 2026, selling an estimated $2.3M and leaving 4,880 shares worth $1.46M. The position accounts for 0.78% of the portfolio, ranked #14.

Battery Global Advisors first reported a position in VV in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.97M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Battery Global Advisors held 4,880 shares of Vanguard Large-Cap ETF worth $1.46M as of Q1 2026.
Battery Global Advisors sold 7,361 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $2.3M.
Vanguard Large-Cap ETF made up 0.78% of Battery Global Advisors's portfolio in Q1 2026, its #14 holding.
Battery Global Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Battery Global Advisors's Vanguard Large-Cap ETF position peaked at $5.97M in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.