Dynamic Financial Group’s Vanguard Large-Cap ETF VV Stock Holding History

Dynamic Financial Group’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	$281K	Buy	940 +2	+0.2%	+$626	0.23%	52
2025 Q4	$295K	Buy	938 +4	+0.4%	+$1.25K	0.25%	47
2025 Q3	$288K	Buy	934 +2	+0.2%	+$592	0.25%	49
2025 Q2	$266K	Hold	932	–	–	0.26%	49
2025 Q1	$239K	Buy	932 +3	+0.3%	+$813	0.24%	51
2024 Q4	$251K	Buy	+929	New	+$252K	0.25%	48

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

Dynamic Financial Group's VV Position: Q1 2026 in Review

Dynamic Financial Group increased its Vanguard Large-Cap ETF (VV) stake by 0.21% in Q1 2026, buying an estimated $626 and bringing the position to 940 shares worth $281K. The position accounts for 0.23% of the portfolio, ranked #52.

Dynamic Financial Group first reported a position in VV in Q4 2024 and has held it in 6 quarters since. The position peaked at $295K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Dynamic Financial Group held 940 shares of Vanguard Large-Cap ETF worth $281K as of Q1 2026.
Dynamic Financial Group bought 2 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $626.
Vanguard Large-Cap ETF made up 0.23% of Dynamic Financial Group's portfolio in Q1 2026, its #52 holding.
Dynamic Financial Group first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Dynamic Financial Group's Vanguard Large-Cap ETF position peaked at $295K in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Dynamic Financial Group's 13F filing for Q1 2026, filed 12 May 2026.