Benjamin Edwards Inc’s Vanguard Large-Cap ETF VV Stock Holding History

Benjamin Edwards Inc’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	$712K	Buy	2,378 +95	+4%	+$29.7K	0.01%	867
2025 Q4	$720K	Buy	2,283 +355	+18%	+$111K	0.01%	824
2025 Q3	$595K	Sell	1,928 -3	-0.2%	-$888	0.01%	877
2025 Q2	$551K	Buy	1,931 +209	+12%	+$55.1K	0.01%	823
2025 Q1	$443K	Buy	1,722 +454	+36%	+$123K	0.01%	825
2024 Q4	$343K	Buy	1,268 +38	+3%	+$10.3K	﹤0.01%	945
2024 Q3	$325K	Buy	+1,230	New	+$312K	﹤0.01%	926
2024 Q2	–	Sell	-61	Closed	-$15K	–	776
2024 Q1	$15K	Buy	+61	New	+$14K	﹤0.01%	608
2023 Q1	–	Sell	-80	Closed	-$14K	–	769
2022 Q4	$14K	Hold	80	–	–	﹤0.01%	553
2022 Q3	$13K	Buy	80 +1	+1%	+$182	﹤0.01%	543
2022 Q2	$14K	Buy	+79	New	+$14.8K	﹤0.01%	552

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

Benjamin Edwards Inc's VV Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Vanguard Large-Cap ETF (VV) stake by 4.2% in Q1 2026, buying an estimated $29.7K and bringing the position to 2,378 shares worth $712K. The position accounts for 0.01% of the portfolio, ranked #867.

Benjamin Edwards Inc first reported a position in VV in Q2 2022 and has held it in 11 quarters since. The position peaked at $720K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Benjamin Edwards Inc held 2,378 shares of Vanguard Large-Cap ETF worth $712K as of Q1 2026.
Benjamin Edwards Inc bought 95 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $29.7K.
Vanguard Large-Cap ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #867 holding.
Benjamin Edwards Inc first reported a position in Vanguard Large-Cap ETF in Q2 2022 and has held it in 11 quarters since.
Benjamin Edwards Inc's Vanguard Large-Cap ETF position peaked at $720K in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.