BWM Planning’s Vanguard Large-Cap ETF VV Stock Holding History

BWM 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	$520K	Sell	1,739 -1,344	-44%	-$421K	0.14%	62
2025 Q4	$970K	Sell	3,083 -1,304	-30%	-$407K	0.26%	50
2025 Q3	$1.35M	Hold	4,387	–	–	0.4%	37
2025 Q2	$1.25M	Hold	4,387	–	–	0.43%	37
2025 Q1	$1.13M	Sell	4,387 -573	-12%	-$155K	0.48%	36
2024 Q4	$1.34M	Hold	4,960	–	–	0.58%	34
2024 Q3	$1.31M	Buy	+4,960	New	+$1.26M	0.58%	34

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

BWM Planning's VV Position: Q1 2026 in Review

BWM Planning reduced its Vanguard Large-Cap ETF (VV) stake by 44% in Q1 2026, selling an estimated $421K and leaving 1,739 shares worth $520K. The position accounts for 0.14% of the portfolio, ranked #62.

BWM Planning first reported a position in VV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q3 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

BWM Planning held 1,739 shares of Vanguard Large-Cap ETF worth $520K as of Q1 2026.
BWM Planning sold 1,344 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $421K.
Vanguard Large-Cap ETF made up 0.14% of BWM Planning's portfolio in Q1 2026, its #62 holding.
BWM Planning first reported a position in Vanguard Large-Cap ETF in Q3 2024 and has held it in 7 quarters since.
BWM Planning's Vanguard Large-Cap ETF position peaked at $1.35M in Q3 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.