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

CreativeOne Wealth’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 		$676K Buy
2,261
+228
+11% +$71.3K 0.02% 701
2025
Q4 		$640K Sell
2,033
-272
-12% -$84.9K 0.02% 704
2025
Q3 		$710K Buy
2,305
+308
+15% +$91.2K 0.02% 662
2025
Q2 		$570K Buy
1,997
+423
+27% +$111K 0.01% 691
2025
Q1 		$405K Buy
1,574
+311
+25% +$84.2K 0.01% 759
2024
Q4 		$341K Buy
1,263
+25
+2% +$6.77K 0.01% 830
2024
Q3 		$326K Buy
+1,238
New +$314K 0.01% 758
2024
Q2 		– Sell
-1,360
Closed -$326K – 926
2024
Q1 		$326K Buy
+1,360
New +$311K 0.01% 697
2023
Q3 		– Sell
-1,894
Closed -$384K – 828
2023
Q2 		$384K Buy
1,894
+40
+2% +$7.67K 0.02% 573
2023
Q1 		$347K Buy
1,854
+56
+3% +$10.2K 0.02% 582
2022
Q4 		$313K Sell
1,798
-116
-6% -$20.4K 0.02% 561
2022
Q3 		$313K Buy
1,914
+114
+6% +$20.7K 0.02% 525
2022
Q2 		$310K Buy
1,800
+30
+2% +$5.63K 0.02% 547
2022
Q1 		$369K Sell
1,770
-29
-2% -$5.96K 0.02% 518
2021
Q4 		$398K Sell
1,799
-27
-1% -$5.79K 0.02% 510
2021
Q3 		$367K Hold
1,826
– – 0.02% 488
2021
Q2 		$366K Buy
1,826
+1
+0.1% +$195 0.02% 473
2021
Q1 		$339K Buy
+1,825
New +$331K 0.03% 419

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

CreativeOne Wealth's VV Position: Q1 2026 in Review

CreativeOne Wealth increased its Vanguard Large-Cap ETF (VV) stake by 11% in Q1 2026, buying an estimated $71.3K and bringing the position to 2,261 shares worth $676K. The position accounts for 0.02% of the portfolio, ranked #701.

CreativeOne Wealth first reported a position in VV in Q1 2021 and has held it in 18 quarters since. The position peaked at $710K in Q3 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • CreativeOne Wealth held 2,261 shares of Vanguard Large-Cap ETF worth $676K as of Q1 2026.
  • CreativeOne Wealth bought 228 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $71.3K.
  • Vanguard Large-Cap ETF made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #701 holding.
  • CreativeOne Wealth first reported a position in Vanguard Large-Cap ETF in Q1 2021 and has held it in 18 quarters since.
  • CreativeOne Wealth's Vanguard Large-Cap ETF position peaked at $710K in Q3 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.