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Creekmur Asset Management’s Vanguard Large-Cap ETF VV Stock Holding History

Creekmur Asset Management’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
Q3 		$10.5K Hold
34
– – ﹤0.01% 512
2025
Q2 		$9.7K Hold
34
– – ﹤0.01% 520
2025
Q1 		$8.74K Buy
+34
New +$9.21K ﹤0.01% 503
2024
Q2 		– Sell
-19
Closed -$4.55K – 1159
2024
Q1 		$4.55K Buy
19
+4
+27% +$915 ﹤0.01% 569
2023
Q4 		$3.38K Buy
+15
New +$3.07K ﹤0.01% 639

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Creekmur Asset Management's VV Position: Q3 2025 in Review

Creekmur Asset Management held its Vanguard Large-Cap ETF (VV) position steady in Q3 2025 at 34 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Creekmur Asset Management first reported a position in VV in Q4 2023 and has held it in 5 quarters since. 1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

  • Creekmur Asset Management held 34 shares of Vanguard Large-Cap ETF worth $10.5K as of Q3 2025.
  • Creekmur Asset Management left its Vanguard Large-Cap ETF share count unchanged in Q3 2025.
  • Vanguard Large-Cap ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #512 holding.
  • Creekmur Asset Management first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,265 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.