BCP
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Berkeley Capital Partners’s Vanguard Large-Cap ETF VV Stock Holding History

Berkeley Capital Partners’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 		$1.09M Buy
3,664
+9
+0.2% +$2.82K 0.25% 86
2025
Q4 		$1.15M Sell
3,655
-66
-2% -$20.6K 0.27% 75
2025
Q3 		$1.15M Sell
3,721
-15
-0.4% -$4.44K 0.27% 75
2025
Q2 		$1.07M Hold
3,736
– – 0.27% 78
2025
Q1 		$960K Sell
3,736
-15
-0.4% -$4.06K 0.26% 82
2024
Q4 		$1.01M Sell
3,751
-55
-1% -$14.9K 0.28% 75
2024
Q3 		$1M Sell
3,806
-19
-0.5% -$4.82K 0.29% 79
2024
Q2 		$955K Sell
3,825
-30
-0.8% -$7.21K 0.29% 71
2024
Q1 		$924K Sell
3,855
-334
-8% -$76.4K 0.28% 71
2023
Q4 		$914K Sell
4,189
-11
-0.3% -$2.25K 0.3% 70
2023
Q3 		$822K Sell
4,200
-67
-2% -$13.6K 0.3% 72
2023
Q2 		$865K Sell
4,267
-83
-2% -$15.9K 0.31% 66
2023
Q1 		$813K Sell
4,350
-234
-5% -$42.6K 0.3% 65
2022
Q4 		$799K Sell
4,584
-332
-7% -$58.2K 0.31% 70
2022
Q3 		$804K Buy
4,916
+16
+0.3% +$2.91K 0.35% 55
2022
Q2 		$844K Buy
4,900
+232
+5% +$43.5K 0.35% 53
2022
Q1 		$973K Sell
4,668
-115
-2% -$23.6K 0.39% 49
2021
Q4 		$1.06M Sell
4,783
-121
-2% -$25.9K 0.43% 34
2021
Q3 		$985K Sell
4,904
-95
-2% -$19.6K 0.45% 32
2021
Q2 		$1M Sell
4,999
-98
-2% -$19.1K 0.45% 31
2021
Q1 		$944K Sell
5,097
-595
-10% -$108K 0.46% 31
2020
Q4 		$1M Sell
5,692
-96
-2% -$15.9K 0.51% 29
2020
Q3 		$906K Sell
5,788
-95
-2% -$14.6K 0.55% 25
2020
Q2 		$841K Sell
5,883
-368
-6% -$49.8K 0.52% 32
2020
Q1 		$740K Buy
6,251
+1,109
+22% +$156K 0.5% 40
2019
Q4 		$760K Sell
5,142
-43
-0.8% -$6.08K 0.39% 55
2019
Q3 		$707K Sell
5,185
-108
-2% -$14.7K 0.37% 58
2019
Q2 		$713K Sell
5,293
-39
-0.7% -$5.16K 0.33% 58
2019
Q1 		$692K Sell
5,332
-104
-2% -$13K 0.34% 59
2018
Q4 		$624K Buy
5,436
+202
+4% +$25K 0.35% 57
2018
Q3 		$699K Sell
5,234
-199
-4% -$26.1K 0.39% 59
2018
Q2 		$677K Sell
5,433
-110
-2% -$13.7K 0.4% 58
2018
Q1 		$671K Sell
5,543
-712
-11% -$89.4K 0.39% 61
2017
Q4 		$767K Sell
6,255
-9
-0.1% -$1.07K 0.5% 50
2017
Q3 		$723K Sell
6,264
-1,120
-15% -$127K 0.48% 57
2017
Q2 		$820K Sell
7,384
-279
-4% -$30.7K 0.56% 43
2017
Q1 		$828K Sell
7,663
-192
-2% -$20.5K 0.56% 44
2016
Q4 		$804K Buy
7,855
+7
+0.1% +$701 0.58% 42
2016
Q3 		$778K Buy
7,848
+24
+0.3% +$2.38K 0.55% 41
2016
Q2 		$750K Buy
7,824
+466
+6% +$44.2K 0.53% 41
2016
Q1 		$692K Sell
7,358
-448
-6% -$39.9K 0.5% 46
2015
Q4 		$730K Buy
+7,806
New +$735K 0.59% 42

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

Berkeley Capital Partners's VV Position: Q1 2026 in Review

Berkeley Capital Partners increased its Vanguard Large-Cap ETF (VV) stake by 0.25% in Q1 2026, buying an estimated $2.82K and bringing the position to 3,664 shares worth $1.09M. The position accounts for 0.25% of the portfolio, ranked #86.

Berkeley Capital Partners first reported a position in VV in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.15M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Berkeley Capital Partners held 3,664 shares of Vanguard Large-Cap ETF worth $1.09M as of Q1 2026.
  • Berkeley Capital Partners bought 9 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $2.82K.
  • Vanguard Large-Cap ETF made up 0.25% of Berkeley Capital Partners's portfolio in Q1 2026, its #86 holding.
  • Berkeley Capital Partners first reported a position in Vanguard Large-Cap ETF in Q4 2015 and has held it in 42 quarters since.
  • Berkeley Capital Partners's Vanguard Large-Cap ETF position peaked at $1.15M in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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