Ellenbecker Investment Group’s Vanguard Large-Cap ETF VV Stock Holding History

Ellenbecker Investment 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	$1.86M	Sell	6,225 -549	-8%	-$172K	0.25%	28
2025 Q4	$2.13M	Buy	6,774 +32	+0.5%	+$9.99K	0.3%	25
2025 Q3	$2.08M	Sell	6,742 -389	-5%	-$115K	0.31%	26
2025 Q2	$2.03M	Sell	7,131 -108	-1%	-$28.5K	0.33%	26
2025 Q1	$1.86M	Sell	7,239 -362	-5%	-$98.1K	0.33%	30
2024 Q4	$2.05M	Sell	7,601 -246	-3%	-$66.7K	0.37%	27
2024 Q3	$2.07M	Buy	7,847 +77	+1%	+$19.5K	0.39%	27
2024 Q2	$1.94M	Buy	7,770 +537	+7%	+$129K	0.39%	27
2024 Q1	$1.73M	Buy	7,233 +21	+0.3%	+$4.8K	0.36%	29
2023 Q4	$1.57M	Buy	7,212 +303	+4%	+$61.9K	0.36%	29
2023 Q3	$1.35M	Buy	6,909 +20	+0.3%	+$4.07K	0.35%	30
2023 Q2	$1.4M	Buy	6,889 +28	+0.4%	+$5.37K	0.35%	29
2023 Q1	$1.28M	Buy	+6,861	New	+$1.25M	0.35%	29

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

Ellenbecker Investment Group's VV Position: Q1 2026 in Review

Ellenbecker Investment Group reduced its Vanguard Large-Cap ETF (VV) stake by 8.1% in Q1 2026, selling an estimated $172K and leaving 6,225 shares worth $1.86M. The position accounts for 0.25% of the portfolio, ranked #28.

Ellenbecker Investment Group first reported a position in VV in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.13M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Ellenbecker Investment Group held 6,225 shares of Vanguard Large-Cap ETF worth $1.86M as of Q1 2026.
Ellenbecker Investment Group sold 549 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $172K.
Vanguard Large-Cap ETF made up 0.25% of Ellenbecker Investment Group's portfolio in Q1 2026, its #28 holding.
Ellenbecker Investment Group first reported a position in Vanguard Large-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Ellenbecker Investment Group's Vanguard Large-Cap ETF position peaked at $2.13M in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Ellenbecker Investment Group's 13F filing for Q1 2026, filed 23 Apr 2026.