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BridgePort Financial Solutions’s Vanguard Large-Cap ETF VV Stock Holding History

BridgePort Financial Solutions’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 		$366K Buy
1,226
+81
+7% +$25.3K 0.1% 156
2025
Q4 		$360K Buy
1,145
+2
+0.2% +$625 0.1% 161
2025
Q3 		$352K Hold
1,143
– – 0.09% 165
2025
Q2 		$326K Hold
1,143
– – 0.11% 146
2025
Q1 		$294K Hold
1,143
– – 0.13% 128
2024
Q4 		$308K Buy
+1,143
New +$310K 0.14% 130

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

BridgePort Financial Solutions's VV Position: Q1 2026 in Review

BridgePort Financial Solutions increased its Vanguard Large-Cap ETF (VV) stake by 7.1% in Q1 2026, buying an estimated $25.3K and bringing the position to 1,226 shares worth $366K. The position accounts for 0.1% of the portfolio, ranked #156.

BridgePort Financial Solutions first reported a position in VV in Q4 2024 and has held it in 6 quarters since. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • BridgePort Financial Solutions held 1,226 shares of Vanguard Large-Cap ETF worth $366K as of Q1 2026.
  • BridgePort Financial Solutions bought 81 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $25.3K.
  • Vanguard Large-Cap ETF made up 0.1% of BridgePort Financial Solutions's portfolio in Q1 2026, its #156 holding.
  • BridgePort Financial Solutions first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.