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Delta Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Delta Financial Advisors’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 		$525K Buy
1,758
+2
+0.1% +$626 0.14% 112
2025
Q4 		$553K Sell
1,756
-33
-2% -$10.3K 0.14% 110
2025
Q3 		$551K Buy
1,789
+1
+0.1% +$296 0.16% 106
2025
Q2 		$510K Hold
1,788
– – 0.18% 85
2025
Q1 		$459K Buy
1,788
+2
+0.1% +$542 0.17% 87
2024
Q4 		$482K Buy
1,786
+4
+0.2% +$1.08K 0.18% 86
2024
Q3 		$469K Buy
1,782
+1
+0.1% +$254 0.17% 92
2024
Q2 		$445K Hold
1,781
– – 0.17% 91
2024
Q1 		$427K Sell
1,781
-250
-12% -$57.2K 0.17% 90
2023
Q4 		$443K Sell
2,031
-275
-12% -$56.2K 0.19% 90
2023
Q3 		$451K Buy
2,306
+3
+0.1% +$611 0.2% 94
2023
Q2 		$467K Buy
2,303
+1
+0% +$192 0.21% 92
2023
Q1 		$430K Buy
2,302
+3
+0.1% +$546 0.21% 92
2022
Q4 		$400K Buy
2,299
+4
+0.2% +$702 0.19% 93
2022
Q3 		$375K Buy
2,295
+3
+0.1% +$545 0.2% 94
2022
Q2 		$395K Buy
2,292
+4
+0.2% +$751 0.2% 94
2022
Q1 		$477K Buy
2,288
+2
+0.1% +$411 0.2% 95
2021
Q4 		$505K Buy
2,286
+3
+0.1% +$643 0.21% 96
2021
Q3 		$459K Buy
2,283
+2
+0.1% +$413 0.2% 96
2021
Q2 		$458K Buy
2,281
+3
+0.1% +$586 0.2% 97
2021
Q1 		$422K Buy
2,278
+2
+0.1% +$362 0.2% 96
2020
Q4 		$400K Buy
2,276
+6
+0.3% +$997 0.2% 97
2020
Q3 		$355K Sell
2,270
-76
-3% -$11.7K 0.2% 97
2020
Q2 		$336K Sell
2,346
-145
-6% -$19.6K 0.2% 98
2020
Q1 		$295K Sell
2,491
-405
-14% -$56.9K 0.2% 93
2019
Q4 		$428K Buy
2,896
+7
+0.2% +$990 0.17% 95
2019
Q3 		$394K Buy
2,889
+11
+0.4% +$1.49K 0.16% 104
2019
Q2 		$388K Buy
+2,878
New +$381K 0.16% 101

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

Delta Financial Advisors's VV Position: Q1 2026 in Review

Delta Financial Advisors increased its Vanguard Large-Cap ETF (VV) stake by 0.11% in Q1 2026, buying an estimated $626 and bringing the position to 1,758 shares worth $525K. The position accounts for 0.14% of the portfolio, ranked #112.

Delta Financial Advisors first reported a position in VV in Q2 2019 and has held it in 28 quarters since. The position peaked at $553K in Q4 2025. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Delta Financial Advisors held 1,758 shares of Vanguard Large-Cap ETF worth $525K as of Q1 2026.
  • Delta Financial Advisors bought 2 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $626.
  • Vanguard Large-Cap ETF made up 0.14% of Delta Financial Advisors's portfolio in Q1 2026, its #112 holding.
  • Delta Financial Advisors first reported a position in Vanguard Large-Cap ETF in Q2 2019 and has held it in 28 quarters since.
  • Delta Financial Advisors's Vanguard Large-Cap ETF position peaked at $553K in Q4 2025.
  • 1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.