Empirical Asset Management’s Vanguard Large-Cap ETF VV Stock Holding History

Empirical Asset 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	$1.67M	Buy	11,838 +1	+0%	+$313	0.44%	51
2025 Q4	$1.76M	Buy	11,837 +91	+0.8%	+$28.4K	0.5%	43
2025 Q3	$1.69M	Buy	11,746 +6,261	+114%	+$1.85M	0.47%	42
2025 Q2	$1.56M	Hold	5,485	–	–	0.48%	50
2025 Q1	$1.41M	Buy	5,485 +4,233	+338%	+$1.15M	0.48%	53
2024 Q4	$338K	Hold	1,252	–	–	0.11%	212
2024 Q3	$330K	Hold	1,252	–	–	0.12%	215
2024 Q2	$312K	Buy	+1,252	New	+$301K	0.12%	244

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

Empirical Asset Management's VV Position: Q1 2026 in Review

Empirical Asset Management increased its Vanguard Large-Cap ETF (VV) stake by 0.01% in Q1 2026, buying an estimated $313 and bringing the position to 11,838 shares worth $1.67M. The position accounts for 0.44% of the portfolio, ranked #51.

Empirical Asset Management first reported a position in VV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.76M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Empirical Asset Management held 11,838 shares of Vanguard Large-Cap ETF worth $1.67M as of Q1 2026.
Empirical Asset Management bought 1 Vanguard Large-Cap ETF share in Q1 2026, an estimated $313.
Vanguard Large-Cap ETF made up 0.44% of Empirical Asset Management's portfolio in Q1 2026, its #51 holding.
Empirical Asset Management first reported a position in Vanguard Large-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Empirical Asset Management's Vanguard Large-Cap ETF position peaked at $1.76M in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.