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

Claro 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 		$452K Sell
1,511
-15
-1% -$4.69K 0.05% 264
2025
Q4 		$480K Hold
1,526
– – 0.07% 230
2025
Q3 		$470K Sell
1,526
-3,035
-67% -$899K 0.07% 236
2025
Q2 		$1.3M Sell
4,561
-42
-0.9% -$11.1K 0.21% 96
2025
Q1 		$1.18M Sell
4,603
-1,834
-28% -$497K 0.16% 122
2024
Q4 		$1.74M Sell
6,437
-709
-10% -$192K 0.23% 81
2024
Q3 		$1.88M Sell
7,146
-1
-0% -$254 0.24% 83
2024
Q2 		$1.78M Sell
7,147
-849
-11% -$204K 0.28% 68
2024
Q1 		$1.92M Buy
7,996
+633
+9% +$145K 0.33% 54
2023
Q4 		$1.61M Buy
7,363
+40
+0.5% +$8.18K 0.35% 56
2023
Q3 		$1.43M Buy
7,323
+2,110
+40% +$430K 0.36% 60
2023
Q2 		$1.06M Buy
5,213
+243
+5% +$46.6K 0.26% 86
2023
Q1 		$928K Buy
4,970
+24
+0.5% +$4.37K 0.27% 87
2022
Q4 		$862K Buy
4,946
+57
+1% +$10K 0.28% 91
2022
Q3 		$843K Hold
4,889
– – 0.34% 73
2022
Q2 		$843K Buy
4,889
+110
+2% +$20.6K 0.34% 73
2022
Q1 		$1.06M Hold
4,779
– – 0.38% 67
2021
Q4 		$1.06M Sell
4,779
-66
-1% -$14.2K 0.38% 67
2021
Q3 		$973K Buy
4,845
+491
+11% +$101K 0.41% 58
2021
Q2 		$874K Buy
4,354
+241
+6% +$47K 0.39% 60
2021
Q1 		$762K Hold
4,113
– – 0.39% 71
2020
Q4 		$723K Sell
4,113
-15
-0.4% -$2.49K 0.38% 74
2020
Q3 		$646K Hold
4,128
– – 0.41% 71
2020
Q2 		$590K Buy
4,128
+604
+17% +$81.7K 0.41% 70
2020
Q1 		$417K Sell
3,524
-1,101
-24% -$155K 0.39% 80
2019
Q4 		$684K Sell
4,625
-17
-0.4% -$2.4K 0.53% 54
2019
Q3 		$633K Buy
4,642
+314
+7% +$42.6K 0.56% 52
2019
Q2 		$583K Hold
4,328
– – 0.54% 56
2019
Q1 		$562K Sell
4,328
-167
-4% -$20.9K 0.56% 55
2018
Q4 		$600K Buy
+4,495
New +$557K 0.48% 45

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

Claro Advisors's VV Position: Q1 2026 in Review

Claro Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 0.98% in Q1 2026, selling an estimated $4.69K and leaving 1,511 shares worth $452K. The position accounts for 0.05% of the portfolio, ranked #264.

Claro Advisors first reported a position in VV in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.92M in Q1 2024. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Claro Advisors held 1,511 shares of Vanguard Large-Cap ETF worth $452K as of Q1 2026.
  • Claro Advisors sold 15 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $4.69K.
  • Vanguard Large-Cap ETF made up 0.05% of Claro Advisors's portfolio in Q1 2026, its #264 holding.
  • Claro Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's Vanguard Large-Cap ETF position peaked at $1.92M in Q1 2024.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.