BFP
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Briaud Financial Planning’s Vanguard Large-Cap ETF VV Stock Holding History

Briaud Financial Planning’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 		$267K Hold
894
– – 0.07% 30
2025
Q4 		$281K Hold
894
– – 0.07% 27
2025
Q3 		$275K Hold
894
– – 0.09% 26
2025
Q2 		$255K Hold
894
– – 0.1% 27
2025
Q1 		$229K Buy
+894
New +$242K 0.09% 28

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

Briaud Financial Planning's VV Position: Q1 2026 in Review

Briaud Financial Planning held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 894 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #30.

Briaud Financial Planning first reported a position in VV in Q1 2025 and has held it in 5 quarters since. The position peaked at $281K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Briaud Financial Planning held 894 shares of Vanguard Large-Cap ETF worth $267K as of Q1 2026.
  • Briaud Financial Planning left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Large-Cap ETF made up 0.07% of Briaud Financial Planning's portfolio in Q1 2026, its #30 holding.
  • Briaud Financial Planning first reported a position in Vanguard Large-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Briaud Financial Planning's Vanguard Large-Cap ETF position peaked at $281K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.