Caitlin John’s Vanguard Large-Cap ETF VV Stock Holding History

Caitlin John’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	$3.09M	Sell	10,336 -437	-4%	-$137K	1.85%	9
2025 Q4	$3.39M	Sell	10,773 -1,729	-14%	-$540K	2.22%	7
2025 Q3	$3.85M	Sell	12,502 -121	-1%	-$35.8K	2.68%	3
2025 Q2	$3.6M	Sell	12,623 -1,894	-13%	-$499K	3.28%	3
2025 Q1	$3.73M	Sell	14,517 -5,544	-28%	-$1.5M	3.66%	6
2024 Q4	$5.41M	Sell	20,061 -1,010	-5%	-$274K	3.58%	1
2024 Q3	$5.79M	Buy	21,071 +912	+5%	+$231K	3.62%	1
2024 Q2	$5.03M	Buy	20,159 +1,810	+10%	+$435K	3.62%	3
2024 Q1	$4.4M	Buy	18,349 +2,747	+18%	+$629K	3.28%	3
2023 Q4	$3.4M	Buy	+15,602	New	+$3.19M	2.78%	4

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

Caitlin John's VV Position: Q1 2026 in Review

Caitlin John reduced its Vanguard Large-Cap ETF (VV) stake by 4.1% in Q1 2026, selling an estimated $137K and leaving 10,336 shares worth $3.09M. The position accounts for 1.85% of the portfolio, ranked #9.

Caitlin John first reported a position in VV in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.79M in Q3 2024. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Caitlin John held 10,336 shares of Vanguard Large-Cap ETF worth $3.09M as of Q1 2026.
Caitlin John sold 437 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $137K.
Vanguard Large-Cap ETF made up 1.85% of Caitlin John's portfolio in Q1 2026, its #9 holding.
Caitlin John first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Caitlin John's Vanguard Large-Cap ETF position peaked at $5.79M in Q3 2024.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.