Burk Holdings’s Vanguard Large-Cap ETF VV Stock Holding History

Burk Holdings’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	$561K	Hold	1,877	–	–	0.24%	49
2025 Q4	$591K	Buy	1,877 +1,060	+130%	+$331K	0.28%	48
2025 Q3	$252K	Hold	817	–	–	0.13%	65
2025 Q2	$233K	Sell	817 -148	-15%	-$39K	0.15%	56
2025 Q1	$248K	Buy	965 +148	+18%	+$40.1K	0.19%	51
2024 Q4	$220K	Buy	+817	New	+$221K	0.18%	53

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

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Burk Holdings's VV Position: Q1 2026 in Review

Burk Holdings held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 1,877 shares worth $561K. The position accounts for 0.24% of the portfolio, ranked #49.

Burk Holdings first reported a position in VV in Q4 2024 and has held it in 6 quarters since. The position peaked at $591K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Burk Holdings held 1,877 shares of Vanguard Large-Cap ETF worth $561K as of Q1 2026.
Burk Holdings left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Large-Cap ETF made up 0.24% of Burk Holdings's portfolio in Q1 2026, its #49 holding.
Burk Holdings first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Burk Holdings's Vanguard Large-Cap ETF position peaked at $591K in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.