BKM Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

BKM 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	$352K	Sell	1,178 -6	-0.5%	-$1.88K	0.13%	118
2025 Q4	$373K	Hold	1,184	–	–	0.14%	115
2025 Q3	$365K	Sell	1,184 -1	-0.1%	-$296	0.13%	116
2025 Q2	$338K	Hold	1,185	–	–	0.13%	122
2025 Q1	$305K	Hold	1,185	–	–	0.13%	126
2024 Q4	$320K	Sell	1,185 -89	-7%	-$24.1K	0.13%	130
2024 Q3	$335K	Sell	1,274 -12	-0.9%	-$3.04K	0.14%	126
2024 Q2	$321K	Hold	1,286	–	–	0.15%	125
2024 Q1	$308K	Sell	1,286 -1,372	-52%	-$314K	0.13%	132
2023 Q4	$580K	Buy	+2,658	New	+$543K	0.25%	92

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

BKM Wealth Management's VV Position: Q1 2026 in Review

BKM Wealth Management reduced its Vanguard Large-Cap ETF (VV) stake by 0.51% in Q1 2026, selling an estimated $1.88K and leaving 1,178 shares worth $352K. The position accounts for 0.13% of the portfolio, ranked #118.

BKM Wealth Management first reported a position in VV in Q4 2023 and has held it in 10 quarters since. The position peaked at $580K in Q4 2023. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

BKM Wealth Management held 1,178 shares of Vanguard Large-Cap ETF worth $352K as of Q1 2026.
BKM Wealth Management sold 6 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $1.88K.
Vanguard Large-Cap ETF made up 0.13% of BKM Wealth Management's portfolio in Q1 2026, its #118 holding.
BKM Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's Vanguard Large-Cap ETF position peaked at $580K in Q4 2023.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.