Carolinas Wealth Consulting’s Vanguard Large-Cap ETF VV Stock Holding History

Carolinas Wealth Consulting’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
2025 Q1	–	Sell	-219	Closed	-$59K	–	1096
2024 Q4	$59K	Hold	219	–	–	0.01%	337
2024 Q3	$57.8K	Hold	219	–	–	0.01%	344
2024 Q2	$54.8K	Hold	219	–	–	0.01%	356
2024 Q1	$52.5K	Hold	219	–	–	0.01%	366
2023 Q4	$47.7K	Hold	219	–	–	0.01%	342
2023 Q3	$41.9K	Sell	219 -1,295	-86%	-$264K	0.01%	335
2023 Q2	$307K	Sell	1,514 -59	-4%	-$11.3K	0.06%	136
2023 Q1	$294K	Hold	1,573	–	–	0.06%	140
2022 Q4	$274K	Hold	1,573	–	–	0.06%	138
2022 Q3	$257K	Hold	1,573	–	–	0.07%	130
2022 Q2	$271K	Hold	1,573	–	–	0.07%	124
2022 Q1	$328K	Hold	1,573	–	–	0.07%	122
2021 Q4	$348K	Sell	1,573 -122	-7%	-$26.2K	0.08%	118
2021 Q3	$341K	Hold	1,695	–	–	0.08%	109
2021 Q2	$340K	Sell	1,695 -77	-4%	-$15K	0.07%	116
2021 Q1	$328K	Sell	1,772 -1,110	-39%	-$201K	0.08%	116
2020 Q4	$506K	Hold	2,882	–	–	0.14%	78
2020 Q3	$451K	Hold	2,882	–	–	0.15%	70
2020 Q2	$412K	Hold	2,882	–	–	0.16%	62
2020 Q1	$342K	Buy	+2,882	New	+$405K	0.19%	63

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Carolinas Wealth Consulting's VV Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Large-Cap ETF (VV) in Q1 2025, closing a stake of 219 shares — an estimated $59K sold.

Carolinas Wealth Consulting first reported a position in VV in Q1 2020 and held it in 20 quarters. The position peaked at $506K in Q4 2020. 1,183 funds tracked by Wall St. Rank hold VV as of Q1 2025.

Carolinas Wealth Consulting reported no remaining Vanguard Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 219 Vanguard Large-Cap ETF shares in Q1 2025, an estimated $59K.
Carolinas Wealth Consulting first reported a position in Vanguard Large-Cap ETF in Q1 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Vanguard Large-Cap ETF position peaked at $506K in Q4 2020.
1,183 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.