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Burling Wealth Partners’s Vanguard Large-Cap ETF VV Stock Holding History

Burling Wealth Partners’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 		$2.19M Buy
7,316
+3,905
+114% +$1.22M 0.35% 67
2025
Q4 		$1.07M Buy
3,411
+835
+32% +$261K 0.17% 92
2025
Q3 		$793K Hold
2,576
– – 0.13% 109
2025
Q2 		$735K Hold
2,576
– – 0.14% 105
2025
Q1 		$662K Hold
2,576
– – 0.14% 108
2024
Q4 		$695K Buy
+2,576
New +$698K 0.14% 108

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

Burling Wealth Partners's VV Position: Q1 2026 in Review

Burling Wealth Partners increased its Vanguard Large-Cap ETF (VV) stake by 114% in Q1 2026, buying an estimated $1.22M and bringing the position to 7,316 shares worth $2.19M. The position accounts for 0.35% of the portfolio, ranked #67.

Burling Wealth Partners first reported a position in VV in Q4 2024 and has held it in 6 quarters since. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Burling Wealth Partners held 7,316 shares of Vanguard Large-Cap ETF worth $2.19M as of Q1 2026.
  • Burling Wealth Partners bought 3,905 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $1.22M.
  • Vanguard Large-Cap ETF made up 0.35% of Burling Wealth Partners's portfolio in Q1 2026, its #67 holding.
  • Burling Wealth Partners first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.