CWM
VV icon

Cahaba Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Cahaba Wealth Management’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 		$1.59M Sell
5,327
-46
-0.9% -$14.4K 0.11% 42
2025
Q4 		$1.69M Buy
5,373
+2
+0% +$625 0.12% 37
2025
Q3 		$1.65M Sell
5,371
-31
-0.6% -$9.18K 0.12% 38
2025
Q2 		$1.54M Sell
5,402
-445
-8% -$117K 0.12% 38
2025
Q1 		$1.5M Buy
5,847
+120
+2% +$32.5K 0.12% 36
2024
Q4 		$1.54M Buy
5,727
+266
+5% +$72.1K 0.13% 37
2024
Q3 		$1.44M Buy
5,461
+1,619
+42% +$411K 0.12% 39
2024
Q2 		$959K Hold
3,842
– – 0.08% 54
2024
Q1 		$921K Hold
3,842
– – 0.08% 56
2023
Q4 		$838K Hold
3,842
– – 0.08% 55
2023
Q3 		$752K Hold
3,842
– – 0.08% 59
2023
Q2 		$779K Hold
3,842
– – 0.08% 57
2023
Q1 		$718K Sell
3,842
-910
-19% -$166K 0.08% 61
2022
Q4 		$828K Hold
4,752
– – 0.1% 50
2022
Q3 		$777K Hold
4,752
– – 0.11% 51
2022
Q2 		$819K Buy
4,752
+19
+0.4% +$3.57K 0.12% 51
2022
Q1 		$894K Sell
4,733
-732
-13% -$150K 0.12% 52
2021
Q4 		$1.21M Buy
+5,465
New +$1.17M 0.16% 41

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 $564B 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