BFO
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Boston Family Office’s Vanguard Large-Cap ETF VV Stock Holding History

Boston Family Office’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 		$2.74M Hold
9,166
– – 0.18% 104
2025
Q4 		$2.88M Sell
9,166
-174
-2% -$54.3K 0.18% 98
2025
Q3 		$2.88M Sell
9,340
-1,010
-10% -$299K 0.18% 100
2025
Q2 		$2.95M Hold
10,350
– – 0.2% 95
2025
Q1 		$2.66M Sell
10,350
-361
-3% -$97.8K 0.19% 96
2024
Q4 		$2.89M Buy
10,711
+18
+0.2% +$4.88K 0.2% 93
2024
Q3 		$2.81M Buy
10,693
+19
+0.2% +$4.82K 0.19% 96
2024
Q2 		$2.66M Sell
10,674
-117
-1% -$28.1K 0.19% 94
2024
Q1 		$2.59M Sell
10,791
-14
-0.1% -$3.2K 0.19% 94
2023
Q4 		$2.36M Hold
10,805
– – 0.18% 98
2023
Q3 		$2.11M Buy
10,805
+298
+3% +$60.7K 0.17% 105
2023
Q2 		$2.13M Sell
10,507
-430
-4% -$82.4K 0.16% 108
2023
Q1 		$2.04M Sell
10,937
-1,479
-12% -$269K 0.16% 106
2022
Q4 		$2.16M Buy
12,416
+1,937
+18% +$340K 0.18% 107
2022
Q3 		$1.71M Hold
10,479
– – 0.15% 112
2022
Q2 		$1.81M Hold
10,479
– – 0.15% 113
2022
Q1 		$2.19M Hold
10,479
– – 0.16% 111
2021
Q4 		$2.32M Buy
10,479
+1,220
+13% +$262K 0.15% 112
2021
Q3 		$1.86M Hold
9,259
– – 0.13% 120
2021
Q2 		$1.86M Buy
9,259
+215
+2% +$42K 0.13% 120
2021
Q1 		$1.68M Sell
9,044
-3
-0% -$544 0.13% 130
2020
Q4 		$1.59M Hold
9,047
– – 0.12% 129
2020
Q3 		$1.42M Sell
9,047
-2
-0% -$308 0.13% 121
2020
Q2 		$1.29M Buy
9,049
+8
+0.1% +$1.08K 0.13% 126
2020
Q1 		$1.07M Buy
9,041
+105
+1% +$14.8K 0.13% 126
2019
Q4 		$1.32M Buy
8,936
+195
+2% +$27.6K 0.13% 131
2019
Q3 		$1.19M Buy
8,741
+248
+3% +$33.7K 0.12% 133
2019
Q2 		$1.14M Buy
8,493
+371
+5% +$49.1K 0.12% 135
2019
Q1 		$1.05M Sell
8,122
-19
-0.2% -$2.38K 0.11% 140
2018
Q4 		$935K Sell
8,141
-5,150
-39% -$638K 0.12% 142
2018
Q3 		$1.77M Buy
13,291
+609
+5% +$79.8K 0.19% 121
2018
Q2 		$1.58M Sell
12,682
-2,872
-18% -$357K 0.18% 122
2018
Q1 		$1.89M Sell
15,554
-1,073
-6% -$135K 0.22% 115
2017
Q4 		$2.04M Sell
16,627
-1,434
-8% -$171K 0.22% 114
2017
Q3 		$2.08M Buy
18,061
+7,481
+71% +$847K 0.24% 112
2017
Q2 		$1.18M Sell
10,580
-246
-2% -$27.1K 0.14% 144
2017
Q1 		$1.17M Buy
10,826
+43
+0.4% +$4.58K 0.14% 138
2016
Q4 		$1.1M Buy
10,783
+334
+3% +$33.4K 0.14% 142
2016
Q3 		$1.04M Sell
10,449
-292
-3% -$28.9K 0.13% 144
2016
Q2 		$1.03M Sell
10,741
-243
-2% -$23.1K 0.13% 145
2016
Q1 		$1.03M Sell
10,984
-127
-1% -$11.3K 0.14% 143
2015
Q4 		$1.04M Sell
11,111
-445
-4% -$41.9K 0.14% 137
2015
Q3 		$1.02M Buy
11,556
+3
+0% +$280 0.14% 139
2015
Q2 		$1.09M Buy
11,553
+157
+1% +$15.2K 0.14% 143
2015
Q1 		$1.08M Sell
11,396
-87
-0.8% -$8.26K 0.13% 146
2014
Q4 		$1.08M Buy
11,483
+6
+0.1% +$554 0.14% 147
2014
Q3 		$1.04M Hold
11,477
– – 0.13% 144
2014
Q2 		$1.03M Buy
11,477
+186
+2% +$16.2K 0.13% 146
2014
Q1 		$971K Hold
11,291
– – 0.13% 150
2013
Q4 		$957K Hold
11,291
– – 0.13% 151
2013
Q3 		$873K Buy
11,291
+288
+3% +$22.1K 0.12% 151
2013
Q2 		$808K Buy
+11,003
New +$811K 0.12% 150

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

Boston Family Office's VV Position: Q1 2026 in Review

Boston Family Office held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 9,166 shares worth $2.74M. The position accounts for 0.18% of the portfolio, ranked #104.

Boston Family Office first reported a position in VV in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.95M in Q2 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Boston Family Office held 9,166 shares of Vanguard Large-Cap ETF worth $2.74M as of Q1 2026.
  • Boston Family Office left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Large-Cap ETF made up 0.18% of Boston Family Office's portfolio in Q1 2026, its #104 holding.
  • Boston Family Office first reported a position in Vanguard Large-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Boston Family Office's Vanguard Large-Cap ETF position peaked at $2.95M in Q2 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.