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Capital Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Capital Investment Advisors’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 		$1.75M Buy
5,848
+49
+0.8% +$15.3K 0.03% 255
2025
Q4 		$1.83M Buy
5,799
+774
+15% +$242K 0.03% 245
2025
Q3 		$1.55M Sell
5,025
-83
-2% -$24.6K 0.03% 274
2025
Q2 		$1.46M Sell
5,108
-46
-0.9% -$12.1K 0.03% 279
2025
Q1 		$1.32M Buy
5,154
+246
+5% +$66.6K 0.03% 283
2024
Q4 		$1.32M Sell
4,908
-532
-10% -$144K 0.03% 270
2024
Q3 		$1.43M Buy
5,440
+1,652
+44% +$419K 0.03% 259
2024
Q2 		$946K Sell
3,788
-28
-0.7% -$6.73K 0.02% 295
2024
Q1 		$915K Buy
3,816
+60
+2% +$13.7K 0.02% 302
2023
Q4 		$819K Sell
3,756
-364
-9% -$74.4K 0.02% 295
2023
Q3 		$806K Sell
4,120
-857
-17% -$175K 0.02% 292
2023
Q2 		$1.01M Sell
4,977
-83
-2% -$15.9K 0.03% 241
2023
Q1 		$945K Buy
5,060
+11
+0.2% +$2K 0.03% 252
2022
Q4 		$879K Buy
5,049
+62
+1% +$10.9K 0.03% 262
2022
Q3 		$816K Sell
4,987
-75
-1% -$13.6K 0.03% 268
2022
Q2 		$872K Buy
5,062
+5
+0.1% +$938 0.03% 263
2022
Q1 		$1.05M Sell
5,057
-177
-3% -$36.4K 0.03% 258
2021
Q4 		$1.16M Sell
5,234
-38
-0.7% -$8.15K 0.04% 253
2021
Q3 		$1.06M Hold
5,272
– – 0.04% 255
2021
Q2 		$1.06M Sell
5,272
-5
-0.1% -$976 0.04% 258
2021
Q1 		$978K Sell
5,277
-162
-3% -$29.4K 0.04% 260
2020
Q4 		$956K Sell
5,439
-292
-5% -$48.5K 0.04% 251
2020
Q3 		$897K Buy
5,731
+592
+12% +$91.3K 0.04% 239
2020
Q2 		$735K Sell
5,139
-548
-10% -$74.1K 0.04% 261
2020
Q1 		$674K Buy
5,687
+96
+2% +$13.5K 0.04% 248
2019
Q4 		$827K Buy
5,591
+148
+3% +$20.9K 0.04% 262
2019
Q3 		$742K Hold
5,443
– – 0.04% 260
2019
Q2 		$733K Sell
5,443
-148
-3% -$19.6K 0.04% 257
2019
Q1 		$726K Buy
5,591
+1,412
+34% +$177K 0.04% 248
2018
Q4 		$480K Sell
4,179
-289
-6% -$35.8K 0.03% 294
2018
Q3 		$597K Hold
4,468
– – 0.04% 267
2018
Q2 		$557K Buy
4,468
+1
+0% +$124 0.03% 280
2018
Q1 		$541K Buy
4,467
+1,521
+52% +$191K 0.04% 279
2017
Q4 		$361K Buy
2,946
+102
+4% +$12.2K 0.02% 350
2017
Q3 		$328K Buy
2,844
+1
+0% +$113 0.02% 359
2017
Q2 		$316K Buy
2,843
+1
+0% +$110 0.02% 364
2017
Q1 		$307K Buy
2,842
+160
+6% +$17.1K 0.02% 361
2016
Q4 		$275K Buy
2,682
+1
+0% +$100 0.02% 360
2016
Q3 		$266K Buy
+2,681
New +$266K 0.02% 358

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

Capital Investment Advisors's VV Position: Q1 2026 in Review

Capital Investment Advisors increased its Vanguard Large-Cap ETF (VV) stake by 0.84% in Q1 2026, buying an estimated $15.3K and bringing the position to 5,848 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #255.

Capital Investment Advisors first reported a position in VV in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.83M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Capital Investment Advisors held 5,848 shares of Vanguard Large-Cap ETF worth $1.75M as of Q1 2026.
  • Capital Investment Advisors bought 49 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $15.3K.
  • Vanguard Large-Cap ETF made up 0.03% of Capital Investment Advisors's portfolio in Q1 2026, its #255 holding.
  • Capital Investment Advisors first reported a position in Vanguard Large-Cap ETF in Q3 2016 and has held it in 39 quarters since.
  • Capital Investment Advisors's Vanguard Large-Cap ETF position peaked at $1.83M in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.