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

Brass Tax 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
2025 Q3	$284K	Buy	924 +28	+3%	+$8.29K	0.05%	190
2025 Q2	$256K	Hold	896	–	–	0.05%	190
2025 Q1	$230K	Hold	896	–	–	0.05%	192
2024 Q4	$242K	Hold	896	–	–	0.05%	178
2024 Q3	$236K	Hold	896	–	–	0.05%	177
2024 Q2	$224K	Hold	896	–	–	0.1%	130
2024 Q1	$215K	Buy	+896	New	+$205K	0.11%	106

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Brass Tax Wealth Management's VV Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Vanguard Large-Cap ETF (VV) stake by 3.1% in Q3 2025, buying an estimated $8.29K and bringing the position to 924 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #190.

Brass Tax Wealth Management first reported a position in VV in Q1 2024 and has held it in 7 quarters since. 1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

Brass Tax Wealth Management held 924 shares of Vanguard Large-Cap ETF worth $284K as of Q3 2025.
Brass Tax Wealth Management bought 28 Vanguard Large-Cap ETF shares in Q3 2025, an estimated $8.29K.
Vanguard Large-Cap ETF made up 0.05% of Brass Tax Wealth Management's portfolio in Q3 2025, its #190 holding.
Brass Tax Wealth Management first reported a position in Vanguard Large-Cap ETF in Q1 2024 and has held it in 7 quarters since.
1,265 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.