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

Daymark Wealth Partners’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	$5.45M	Buy	18,235 +11,338	+164%	+$3.55M	0.17%	109
2025 Q4	$2.17M	Buy	6,897 +1,158	+20%	+$362K	0.07%	184
2025 Q3	$1.77M	Sell	5,739 -44	-0.8%	-$13K	0.06%	210
2025 Q2	$1.65M	Sell	5,783 -1,529	-21%	-$403K	0.06%	198
2025 Q1	$1.88M	Sell	7,312 -1,658	-18%	-$449K	0.08%	172
2024 Q4	$2.42M	Buy	8,970 +201	+2%	+$54.5K	0.1%	149
2024 Q3	$2.31M	Buy	8,769 +468	+6%	+$119K	0.1%	156
2024 Q2	$2.07M	Buy	8,301 +2,208	+36%	+$530K	0.1%	156
2024 Q1	$1.46M	Buy	6,093 +35	+0.6%	+$8.01K	0.08%	157
2023 Q4	$1.32M	Buy	6,058 +252	+4%	+$51.5K	0.08%	162
2023 Q3	$1.14M	Buy	+5,806	New	+$1.18M	0.08%	161

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

Daymark Wealth Partners's VV Position: Q1 2026 in Review

Daymark Wealth Partners increased its Vanguard Large-Cap ETF (VV) stake by 164% in Q1 2026, buying an estimated $3.55M and bringing the position to 18,235 shares worth $5.45M. The position accounts for 0.17% of the portfolio, ranked #109.

Daymark Wealth Partners first reported a position in VV in Q3 2023 and has held it in 11 quarters since. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Daymark Wealth Partners held 18,235 shares of Vanguard Large-Cap ETF worth $5.45M as of Q1 2026.
Daymark Wealth Partners bought 11,338 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $3.55M.
Vanguard Large-Cap ETF made up 0.17% of Daymark Wealth Partners's portfolio in Q1 2026, its #109 holding.
Daymark Wealth Partners first reported a position in Vanguard Large-Cap ETF in Q3 2023 and has held it in 11 quarters since.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.