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Bristlecone Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Bristlecone Advisors’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 		$25.8M Buy
83,711
+166
+0.2% +$49.2K 2.15% 10
2025
Q2 		$23.8M Sell
83,545
-1,791
-2% -$472K 2% 11
2025
Q1 		$21.9M Sell
85,336
-12,097
-12% -$3.28M 1.79% 14
2024
Q4 		$26.3M Buy
97,433
+17,247
+22% +$4.67M 2.05% 10
2024
Q3 		$21.1M Sell
80,186
-50
-0.1% -$12.7K 1.7% 13
2024
Q2 		$20M Sell
80,236
-375
-0.5% -$90.1K 1.71% 13
2024
Q1 		$19.3M Buy
80,611
+66,865
+486% +$15.3M 1.7% 12
2023
Q4 		$3M Buy
13,746
+29
+0.2% +$5.93K 0.3% 73
2023
Q3 		$2.68M Buy
13,717
+2,881
+27% +$587K 0.3% 75
2023
Q2 		$2.2M Sell
10,836
-2,516
-19% -$482K 0.22% 91
2023
Q1 		$2.49M Sell
13,352
-154
-1% -$28K 0.27% 78
2022
Q4 		$2.35M Buy
13,506
+2,311
+21% +$405K 0.29% 77
2022
Q3 		$1.83M Buy
11,195
+27
+0.2% +$4.91K 0.24% 85
2022
Q2 		$1.93M Sell
11,168
-40
-0.4% -$7.51K 0.24% 87
2022
Q1 		$2.34M Buy
11,208
+7
+0.1% +$1.44K 0.29% 82
2021
Q4 		$2.48M Sell
11,201
-42
-0.4% -$9.01K 0.3% 79
2021
Q3 		$2.26M Sell
11,243
-18
-0.2% -$3.72K 0.3% 83
2021
Q2 		$2.26M Sell
11,261
-87
-0.8% -$17K 0.31% 76
2021
Q1 		$2.1M Sell
11,348
-63
-0.6% -$11.4K 0.32% 73
2020
Q4 		$2M Buy
11,411
+18
+0.2% +$2.99K 0.32% 75
2020
Q3 		$1.78M Buy
11,393
+25
+0.2% +$3.85K 0.33% 74
2020
Q2 		$1.63M Sell
11,368
-362
-3% -$48.9K 0.33% 77
2020
Q1 		$1.39M Sell
11,730
-990
-8% -$139K 0.33% 73
2019
Q4 		$1.88M Buy
12,720
+2,275
+22% +$322K 0.38% 71
2019
Q3 		$1.42M Hold
10,445
– – 0.35% 78
2019
Q2 		$1.41M Sell
10,445
-2,490
-19% -$329K 0.33% 73
2019
Q1 		$1.68M Sell
12,935
-430
-3% -$53.8K 0.47% 62
2018
Q4 		$1.53M Buy
13,365
+80
+0.6% +$9.9K 0.46% 69
2018
Q3 		$1.77M Buy
13,285
+875
+7% +$115K 0.45% 65
2018
Q2 		$1.55M Buy
12,410
+1,772
+17% +$220K 0.52% 50
2018
Q1 		$1.29M Sell
10,638
-1,207
-10% -$152K 0.43% 64
2017
Q4 		$1.45M Buy
11,845
+746
+7% +$89.1K 0.46% 62
2017
Q3 		$1.28M Sell
11,099
-169
-1% -$19.1K 0.42% 66
2017
Q2 		$1.25M Sell
11,268
-2,373
-17% -$261K 0.42% 66
2017
Q1 		$1.47M Sell
13,641
-1,427
-9% -$152K 0.51% 60
2016
Q4 		$1.54M Sell
15,068
-1,927
-11% -$193K 0.55% 59
2016
Q3 		$1.69M Sell
16,995
-1,577
-8% -$156K 0.61% 55
2016
Q2 		$1.78M Buy
18,572
+970
+6% +$92K 0.66% 55
2016
Q1 		$1.65M Buy
17,602
+3,754
+27% +$335K 0.66% 51
2015
Q4 		$1.29M Buy
+13,848
New +$1.3M 0.55% 58

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bristlecone Advisors's VV Position: Q3 2025 in Review

Bristlecone Advisors increased its Vanguard Large-Cap ETF (VV) stake by 0.2% in Q3 2025, buying an estimated $49.2K and bringing the position to 83,711 shares worth $25.8M. The position accounts for 2.15% of the portfolio, ranked #10.

Bristlecone Advisors first reported a position in VV in Q4 2015 and has held it in 40 quarters since. The position peaked at $26.3M in Q4 2024. 1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

  • Bristlecone Advisors held 83,711 shares of Vanguard Large-Cap ETF worth $25.8M as of Q3 2025.
  • Bristlecone Advisors bought 166 Vanguard Large-Cap ETF shares in Q3 2025, an estimated $49.2K.
  • Vanguard Large-Cap ETF made up 2.15% of Bristlecone Advisors's portfolio in Q3 2025, its #10 holding.
  • Bristlecone Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2015 and has held it in 40 quarters since.
  • Bristlecone Advisors's Vanguard Large-Cap ETF position peaked at $26.3M in Q4 2024.
  • 1,265 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.