C.M. Bidwell & Associates’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $511K | Sell |
1,710
-11
| -0.6% | -$3.44K | 0.24% | 62 |
|
|
2025
Q4 | $542K | Sell |
1,721
-200
| -10% | -$62.5K | 0.26% | 60 |
|
|
2025
Q3 | $591K | Buy |
1,921
+45
| +2% | +$13.3K | 0.28% | 62 |
|
|
2025
Q2 | $535K | Sell |
1,876
-20
| -1% | -$5.27K | 0.28% | 63 |
|
|
2025
Q1 | $487K | Sell |
1,896
-508
| -21% | -$138K | 0.29% | 63 |
|
|
2024
Q4 | $648K | Sell |
2,404
-101
| -4% | -$27.4K | 0.39% | 51 |
|
|
2024
Q3 | $660K | Buy |
2,505
+954
| +62% | +$242K | 0.4% | 48 |
|
|
2024
Q2 | $387K | Sell |
1,551
-59
| -4% | -$14.2K | 0.26% | 67 |
|
|
2024
Q1 | $386K | Hold |
1,610
| – | – | 0.26% | 68 |
|
|
2023
Q4 | $351K | Hold |
1,610
| – | – | 0.26% | 74 |
|
|
2023
Q3 | $315K | Sell |
1,610
-196
| -11% | -$39.9K | 0.24% | 69 |
|
|
2023
Q2 | $366K | Buy |
1,806
+3
| +0.2% | +$575 | 0.27% | 63 |
|
|
2023
Q1 | $337K | Sell |
1,803
-855
| -32% | -$156K | 0.26% | 61 |
|
|
2022
Q4 | $463K | Sell |
2,658
-6
| -0.2% | -$1.05K | 0.37% | 45 |
|
|
2022
Q3 | $436K | Sell |
2,664
-257
| -9% | -$46.7K | 0.36% | 47 |
|
|
2022
Q2 | $504K | Buy |
2,921
+457
| +19% | +$85.8K | 0.4% | 42 |
|
|
2022
Q1 | $514K | Sell |
2,464
-349
| -12% | -$71.7K | 0.34% | 48 |
|
|
2021
Q4 | $622K | Sell |
2,813
-7
| -0.2% | -$1.5K | 0.38% | 41 |
|
|
2021
Q3 | $567K | Buy |
2,820
+606
| +27% | +$125K | 0.38% | 42 |
|
|
2021
Q2 | $444K | Sell |
2,214
-10,035
| -82% | -$1.96M | 0.29% | 51 |
|
|
2021
Q1 | $2.27M | Buy |
12,249
+6,531
| +114% | +$1.18M | 1.66% | 19 |
|
|
2020
Q4 | $1M | Buy |
5,718
+628
| +12% | +$104K | 0.82% | 24 |
|
|
2020
Q3 | $796K | Hold |
5,090
| – | – | 0.73% | 27 |
|
|
2020
Q2 | $728K | Buy |
5,090
+550
| +12% | +$74.4K | 0.66% | 28 |
|
|
2020
Q1 | $538K | Sell |
4,540
-845
| -16% | -$119K | 0.57% | 39 |
|
|
2019
Q4 | $796K | Buy |
5,385
+1,185
| +28% | +$168K | 0.72% | 23 |
|
|
2019
Q3 | $573K | Hold |
4,200
| – | – | 0.57% | 46 |
|
|
2019
Q2 | $566K | Sell |
4,200
-1,300
| -24% | -$172K | 0.56% | 45 |
|
|
2019
Q1 | $714K | Buy |
5,500
+4,090
| +290% | +$511K | 0.71% | 31 |
|
|
2018
Q4 | $162K | Buy |
1,410
+40
| +3% | +$4.95K | 0.18% | 142 |
|
|
2018
Q3 | $183K | Buy |
1,370
+25
| +2% | +$3.27K | 0.17% | 145 |
|
|
2018
Q2 | $168K | Hold |
1,345
| – | – | 0.16% | 147 |
|
|
2018
Q1 | $163K | Sell |
1,345
-800
| -37% | -$100K | 0.15% | 155 |
|
|
2017
Q4 | $263K | Buy |
+2,145
| New | +$256K | 0.23% | 121 |
|
Other funds holding VV
NMIFOAC
VGA
JFGLC
C.M. Bidwell & Associates's VV Position: Q1 2026 in Review
C.M. Bidwell & Associates reduced its Vanguard Large-Cap ETF (VV) stake by 0.64% in Q1 2026, selling an estimated $3.44K and leaving 1,710 shares worth $511K. The position accounts for 0.24% of the portfolio, ranked #62.
C.M. Bidwell & Associates first reported a position in VV in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.27M in Q1 2021. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.
- C.M. Bidwell & Associates held 1,710 shares of Vanguard Large-Cap ETF worth $511K as of Q1 2026.
- C.M. Bidwell & Associates sold 11 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $3.44K.
- Vanguard Large-Cap ETF made up 0.24% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #62 holding.
- C.M. Bidwell & Associates first reported a position in Vanguard Large-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- C.M. Bidwell & Associates's Vanguard Large-Cap ETF position peaked at $2.27M in Q1 2021.
- 1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.
Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.