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

Daner Wealth 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
2026
Q1 		$14.5M Sell
42,618
-418
-1% -$131K 8.5% 3
2025
Q4 		$13.7M Sell
43,036
-720
-2% -$225K 8.38% 3
2025
Q3 		$13.4M Buy
43,756
+286
+0.7% +$84.7K 8.72% 3
2025
Q2 		$12.9M Buy
+43,470
New +$11.5M 8.9% 3
2024
Q4 		$14.7M Buy
+52,641
New +$14.3M 10.76% 3

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

Daner Wealth Management's VV Position: Q1 2026 in Review

Daner Wealth Management reduced its Vanguard Large-Cap ETF (VV) stake by 0.97% in Q1 2026, selling an estimated $131K and leaving 42,618 shares worth $14.5M. The position accounts for 8.5% of the portfolio, ranked #3.

Daner Wealth Management first reported a position in VV in Q4 2024 and has held it in 5 quarters since. The position peaked at $14.7M in Q4 2024. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Daner Wealth Management held 42,618 shares of Vanguard Large-Cap ETF worth $14.5M as of Q1 2026.
  • Daner Wealth Management sold 418 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $131K.
  • Vanguard Large-Cap ETF made up 8.5% of Daner Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Daner Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • Daner Wealth Management's Vanguard Large-Cap ETF position peaked at $14.7M in Q4 2024.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Daner Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.