Chokshi & Queen Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Chokshi & Queen Wealth 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	$538K	Buy	1,800 +507	+39%	+$159K	0.29%	32
2025 Q4	$407K	Sell	1,293 -648	-33%	-$202K	0.21%	36
2025 Q3	$598K	Sell	1,941 -13	-0.7%	-$3.85K	0.32%	32
2025 Q2	$557K	Hold	1,954	–	–	0.32%	32
2025 Q1	$502K	Hold	1,954	–	–	0.31%	32
2024 Q4	$527K	Buy	+1,954	New	+$529K	0.33%	29

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

Chokshi & Queen Wealth Advisors's VV Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors increased its Vanguard Large-Cap ETF (VV) stake by 39% in Q1 2026, buying an estimated $159K and bringing the position to 1,800 shares worth $538K. The position accounts for 0.29% of the portfolio, ranked #32.

Chokshi & Queen Wealth Advisors first reported a position in VV in Q4 2024 and has held it in 6 quarters since. The position peaked at $598K in Q3 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Chokshi & Queen Wealth Advisors held 1,800 shares of Vanguard Large-Cap ETF worth $538K as of Q1 2026.
Chokshi & Queen Wealth Advisors bought 507 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $159K.
Vanguard Large-Cap ETF made up 0.29% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #32 holding.
Chokshi & Queen Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Chokshi & Queen Wealth Advisors's Vanguard Large-Cap ETF position peaked at $598K in Q3 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.