Bearing Point Capital’s Vanguard Large-Cap ETF VV Stock Holding History

Bearing Point Capital’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	$394K	Sell	1,318 -3,346	-72%	-$1.05M	0.06%	141
2025 Q4	$1.47M	Sell	4,664 -284	-6%	-$88.7K	0.23%	83
2025 Q3	$1.52M	Sell	4,948 -444	-8%	-$131K	0.26%	75
2025 Q2	$1.54M	Sell	5,392 -78	-1%	-$20.6K	0.28%	72
2025 Q1	$1.41M	Sell	5,470 -760	-12%	-$206K	0.3%	75
2024 Q4	$1.68M	Buy	+6,230	New	+$1.69M	0.35%	73

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

Bearing Point Capital's VV Position: Q1 2026 in Review

Bearing Point Capital reduced its Vanguard Large-Cap ETF (VV) stake by 72% in Q1 2026, selling an estimated $1.05M and leaving 1,318 shares worth $394K. The position accounts for 0.06% of the portfolio, ranked #141.

Bearing Point Capital first reported a position in VV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.68M in Q4 2024. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Bearing Point Capital held 1,318 shares of Vanguard Large-Cap ETF worth $394K as of Q1 2026.
Bearing Point Capital sold 3,346 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $1.05M.
Vanguard Large-Cap ETF made up 0.06% of Bearing Point Capital's portfolio in Q1 2026, its #141 holding.
Bearing Point Capital first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Bearing Point Capital's Vanguard Large-Cap ETF position peaked at $1.68M in Q4 2024.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.