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Columbia River Financial Group’s Vanguard Large-Cap ETF VV Stock Holding History

Columbia River Financial Group’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
Q2 		– Sell
-166
Closed -$42K – 116
2025
Q1 		$42K Buy
+166
New +$45K 0.03% 87

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NMIFOAC
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Columbia River Financial Group's VV Position: Q2 2025 in Review

Columbia River Financial Group sold out of Vanguard Large-Cap ETF (VV) in Q2 2025, closing a stake of 166 shares — an estimated $42K sold.

Columbia River Financial Group first reported a position in VV in Q1 2025 and held it in 1 quarter. The position peaked at $42K in Q1 2025. 1,226 funds tracked by Wall St. Rank hold VV as of Q2 2025.

  • Columbia River Financial Group reported no remaining Vanguard Large-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Columbia River Financial Group sold 166 Vanguard Large-Cap ETF shares in Q2 2025, an estimated $42K.
  • Columbia River Financial Group first reported a position in Vanguard Large-Cap ETF in Q1 2025 and held it in 1 quarter.
  • Columbia River Financial Group's Vanguard Large-Cap ETF position peaked at $42K in Q1 2025.
  • 1,226 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2025.

Based on Columbia River Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.