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

Efficient 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 		$563K Buy
1,884
+77
+4% +$24.1K 0.04% 47
2025
Q4 		$569K Sell
1,807
-16
-0.9% -$5K 0.03% 47
2025
Q3 		$561K Sell
1,823
-130
-7% -$38.5K 0.03% 48
2025
Q2 		$557K Buy
1,953
+23
+1% +$6.06K 0.03% 67
2025
Q1 		$496K Sell
1,930
-193
-9% -$52.3K 0.03% 54
2024
Q4 		$573K Sell
2,123
-142
-6% -$38.5K 0.04% 52
2024
Q3 		$596K Sell
2,265
-80
-3% -$20.3K 0.04% 52
2024
Q2 		$585K Sell
2,345
-589
-20% -$141K 0.04% 52
2024
Q1 		$703K Sell
2,934
-141
-5% -$32.3K 0.05% 52
2023
Q4 		$671K Sell
3,075
-102
-3% -$20.9K 0.05% 52
2023
Q3 		$622K Sell
3,177
-127
-4% -$25.9K 0.04% 53
2023
Q2 		$670K Sell
3,304
-193
-6% -$37K 0.04% 54
2023
Q1 		$653K Sell
3,497
-14
-0.4% -$2.55K 0.05% 52
2022
Q4 		$612K Sell
3,511
-263
-7% -$46.1K 0.06% 48
2022
Q3 		$617K Sell
3,774
-52
-1% -$9.45K 0.05% 43
2022
Q2 		$659K Sell
3,826
-319
-8% -$59.9K 0.06% 41
2022
Q1 		$864K Sell
4,145
-52
-1% -$10.7K 0.07% 41
2021
Q4 		$928K Sell
4,197
-108
-3% -$23.2K 0.07% 42
2021
Q3 		$865K Sell
4,305
-602
-12% -$124K 0.08% 42
2021
Q2 		$985K Sell
4,907
-269
-5% -$52.5K 0.12% 42
2021
Q1 		$959K Sell
5,176
-517
-9% -$93.7K 0.13% 41
2020
Q4 		$1M Sell
5,693
-731
-11% -$121K 0.15% 46
2020
Q3 		$1M Sell
6,424
-345
-5% -$53.2K 0.18% 33
2020
Q2 		$968K Sell
6,769
-208
-3% -$28.1K 0.18% 34
2020
Q1 		$826K Sell
6,977
-601
-8% -$84.4K 0.17% 36
2019
Q4 		$1.12M Sell
7,578
-237
-3% -$33.5K 0.19% 32
2019
Q3 		$1.06M Sell
7,815
-486
-6% -$66K 0.19% 32
2019
Q2 		$1.12M Sell
8,301
-59
-0.7% -$7.81K 0.2% 34
2019
Q1 		$1.08M Sell
8,360
-771
-8% -$96.4K 0.19% 35
2018
Q4 		$1.05M Sell
9,131
-310
-3% -$38.4K 0.2% 33
2018
Q3 		$1.26M Sell
9,441
-463
-5% -$60.6K 0.22% 30
2018
Q2 		$1.24M Sell
9,904
-465
-4% -$57.8K 0.21% 32
2018
Q1 		$1.26M Sell
10,369
-230
-2% -$28.9K 0.21% 31
2017
Q4 		$1.3M Buy
10,599
+799
+8% +$95.5K 0.22% 30
2017
Q3 		$1.13M Sell
9,800
-73,022
-88% -$8.27M 0.19% 33
2017
Q2 		$9.2M Buy
82,822
+2,263
+3% +$249K 1.35% 19
2017
Q1 		$8.71M Buy
80,559
+2,532
+3% +$270K 1.22% 21
2016
Q4 		$7.99M Buy
78,027
+2,792
+4% +$280K 1.14% 22
2016
Q3 		$7.46M Buy
75,235
+72,785
+2,971% +$7.21M 1.1% 20
2016
Q2 		$235K Buy
+2,450
New +$232K 0.04% 63

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

Efficient Advisors's VV Position: Q1 2026 in Review

Efficient Advisors increased its Vanguard Large-Cap ETF (VV) stake by 4.3% in Q1 2026, buying an estimated $24.1K and bringing the position to 1,884 shares worth $563K. The position accounts for 0.04% of the portfolio, ranked #47.

Efficient Advisors first reported a position in VV in Q2 2016 and has held it in 40 quarters since. The position peaked at $9.2M in Q2 2017. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Efficient Advisors held 1,884 shares of Vanguard Large-Cap ETF worth $563K as of Q1 2026.
  • Efficient Advisors bought 77 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $24.1K.
  • Vanguard Large-Cap ETF made up 0.04% of Efficient Advisors's portfolio in Q1 2026, its #47 holding.
  • Efficient Advisors first reported a position in Vanguard Large-Cap ETF in Q2 2016 and has held it in 40 quarters since.
  • Efficient Advisors's Vanguard Large-Cap ETF position peaked at $9.2M in Q2 2017.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Efficient Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.