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

Diversify 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	$1.06M	Buy	3,227 +1,008	+45%	+$315K	0.02%	581
2025 Q4	$710K	Buy	2,219 +111	+5%	+$34.7K	0.03%	374
2025 Q3	$666K	Buy	2,108 +13	+0.6%	+$3.85K	0.04%	337
2025 Q2	$622K	Buy	2,095 +13	+0.6%	+$3.42K	0.04%	337
2025 Q1	$531K	Buy	2,082 +30	+1%	+$8.13K	0.04%	351
2024 Q4	$549K	Buy	2,052 +65	+3%	+$17.6K	0.04%	338
2024 Q3	$527K	Sell	1,987 -9	-0.5%	-$2.28K	0.05%	309
2024 Q2	$473K	Buy	+1,996	New	+$479K	0.06%	289

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

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

Diversify Wealth Management increased its Vanguard Large-Cap ETF (VV) stake by 45% in Q1 2026, buying an estimated $315K and bringing the position to 3,227 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #581.

Diversify Wealth Management first reported a position in VV in Q2 2024 and has held it in 8 quarters since. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Diversify Wealth Management held 3,227 shares of Vanguard Large-Cap ETF worth $1.06M as of Q1 2026.
Diversify Wealth Management bought 1,008 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $315K.
Vanguard Large-Cap ETF made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #581 holding.
Diversify Wealth Management first reported a position in Vanguard Large-Cap ETF in Q2 2024 and has held it in 8 quarters since.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.