Commonwealth Equity Services’s Vanguard Large-Cap ETF VV Stock Holding History

Commonwealth Equity Services’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	$115M	Sell	383,260 -6,275	-2%	-$1.96M	0.16%	121
2025 Q4	$123M	Sell	389,535 -9,733	-2%	-$3.04M	0.16%	123
2025 Q3	$123M	Buy	399,268 +3,523	+0.9%	+$1.04M	0.16%	120
2025 Q2	$113M	Sell	395,745 -311	-0.1%	-$81.9K	0.15%	129
2025 Q1	$102M	Sell	396,056 -5,951	-1%	-$1.61M	0.14%	134
2024 Q4	$108M	Sell	402,007 -2,394	-0.6%	-$649K	0.16%	115
2024 Q3	$106M	Sell	404,401 -22	-0%	-$5.58K	0.16%	113
2024 Q2	$101M	Buy	404,423 +2,033	+0.5%	+$488K	0.16%	116
2024 Q1	$96.5M	Sell	402,390 -2,457	-0.6%	-$562K	0.16%	122
2023 Q4	$88.3M	Buy	404,847 +11,205	+3%	+$2.29M	0.16%	126
2023 Q3	$77M	Buy	393,642 +8,175	+2%	+$1.66M	0.16%	128
2023 Q2	$78.1M	Buy	385,467 +2,820	+0.7%	+$541K	0.16%	130
2023 Q1	$71.5K	Sell	382,647 -10,802	-3%	-$1.97M	0.15%	131
2022 Q4	$68.5M	Buy	393,449 +41,444	+12%	+$7.27M	0.16%	126
2022 Q3	$57.6M	Buy	352,005 +22,678	+7%	+$4.12M	0.15%	134
2022 Q2	$56.8M	Buy	329,327 +9,271	+3%	+$1.74M	0.15%	137
2022 Q1	$66.7M	Buy	320,056 +4,081	+1%	+$838K	0.15%	134
2021 Q4	$69.8M	Buy	315,975 +9,304	+3%	+$2M	0.16%	132
2021 Q3	$61.6M	Buy	306,671 +2,932	+1%	+$606K	0.15%	141
2021 Q2	$61M	Buy	303,739 +9,621	+3%	+$1.88M	0.15%	141
2021 Q1	$54.5M	Buy	294,118 +4,431	+2%	+$803K	0.15%	139
2020 Q4	$50.9M	Buy	289,687 +872	+0.3%	+$145K	0.15%	143
2020 Q3	$45.2M	Sell	288,815 -11,854	-4%	-$1.83M	0.15%	142
2020 Q2	$43M	Buy	300,669 +10,959	+4%	+$1.48M	0.16%	131
2020 Q1	$34.3M	Buy	289,710 +1,333	+0.5%	+$187K	0.16%	128
2019 Q4	$42.6M	Sell	288,377 -8,111	-3%	-$1.15M	0.16%	126
2019 Q3	$40.4M	Buy	296,488 +1,552	+0.5%	+$211K	0.17%	123
2019 Q2	$39.7M	Sell	294,936 -3,059	-1%	-$405K	0.18%	122
2019 Q1	$38.7M	Sell	297,995 -9,652	-3%	-$1.21M	0.18%	119
2018 Q4	$35.3M	Buy	307,647 +15,363	+5%	+$1.9M	0.19%	114
2018 Q3	$39M	Sell	292,284 -4,167	-1%	-$546K	0.19%	118
2018 Q2	$37M	Sell	296,451 -16,655	-5%	-$2.07M	0.19%	114
2018 Q1	$38M	Sell	313,106 -9,018	-3%	-$1.13M	0.21%	108
2017 Q4	$39.5M	Sell	322,124 -6,941	-2%	-$829K	0.22%	102
2017 Q3	$38M	Sell	329,065 -8,668	-3%	-$982K	0.23%	99
2017 Q2	$37.5M	Sell	337,733 -10,989	-3%	-$1.21M	0.24%	92
2017 Q1	$37.7M	Buy	348,722 +15,220	+5%	+$1.62M	0.25%	86
2016 Q4	$34.1M	Buy	333,502 +1,729	+0.5%	+$173K	0.25%	87
2016 Q3	$32.9M	Buy	331,773 +5	+0%	+$495	0.26%	77
2016 Q2	$31.8M	Buy	331,768 +14,921	+5%	+$1.42M	0.27%	76
2016 Q1	$29.8M	Buy	316,847 +2,069	+0.7%	+$184K	0.27%	77
2015 Q4	$29.4M	Buy	314,778 +26,010	+9%	+$2.45M	0.28%	73
2015 Q3	$25.4M	Buy	288,768 +8,584	+3%	+$801K	0.27%	75
2015 Q2	$26.6M	Buy	280,184 +1,536	+0.6%	+$149K	0.26%	78
2015 Q1	$26.5M	Sell	278,648 -4,202	-1%	-$399K	0.28%	74
2014 Q4	$26.7M	Buy	282,850 +11,239	+4%	+$1.04M	0.3%	67
2014 Q3	$24.6M	Buy	271,611 +7,084	+3%	+$644K	0.3%	69
2014 Q2	$23.8M	Buy	264,527 +18,431	+7%	+$1.61M	0.29%	69
2014 Q1	$21.2M	Sell	246,096 -11,726	-5%	-$990K	0.29%	72
2013 Q4	$21.9M	Buy	257,822 +4,837	+2%	+$393K	0.32%	63
2013 Q3	$19.6M	Buy	252,985 +36	+0%	+$2.77K	0.32%	64
2013 Q2	$18.6M	Buy	+252,949	New	+$18.7M	0.33%	62

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

Commonwealth Equity Services's VV Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Vanguard Large-Cap ETF (VV) stake by 1.6% in Q1 2026, selling an estimated $1.96M and leaving 383,260 shares worth $115M. The position accounts for 0.16% of the portfolio, ranked #121.

Commonwealth Equity Services first reported a position in VV in Q2 2013 and has held it in 52 quarters since. The position peaked at $123M in Q3 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Commonwealth Equity Services held 383,260 shares of Vanguard Large-Cap ETF worth $115M as of Q1 2026.
Commonwealth Equity Services sold 6,275 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $1.96M.
Vanguard Large-Cap ETF made up 0.16% of Commonwealth Equity Services's portfolio in Q1 2026, its #121 holding.
Commonwealth Equity Services first reported a position in Vanguard Large-Cap ETF in Q2 2013 and has held it in 52 quarters since.
Commonwealth Equity Services's Vanguard Large-Cap ETF position peaked at $123M in Q3 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.