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

Evanson 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 		$3.91M Buy
13,096
+504
+4% +$158K 0.21% 49
2025
Q4 		$3.96M Buy
12,592
+83
+0.7% +$25.9K 0.21% 51
2025
Q3 		$3.85M Sell
12,509
-56
-0.4% -$16.6K 0.22% 49
2025
Q2 		$3.58M Sell
12,565
-172
-1% -$45.3K 0.22% 50
2025
Q1 		$3.27M Sell
12,737
-285
-2% -$77.2K 0.23% 52
2024
Q4 		$3.51M Sell
13,022
-289
-2% -$78.3K 0.24% 47
2024
Q3 		$3.5M Buy
13,311
+878
+7% +$223K 0.25% 47
2024
Q2 		$3.1M Buy
12,433
+4,014
+48% +$964K 0.23% 48
2024
Q1 		$2.02M Buy
8,419
+23
+0.3% +$5.26K 0.15% 73
2023
Q4 		$1.83M Buy
8,396
+27
+0.3% +$5.52K 0.15% 75
2023
Q3 		$1.64M Buy
8,369
+25
+0.3% +$5.09K 0.15% 70
2023
Q2 		$1.69M Buy
8,344
+24
+0.3% +$4.6K 0.15% 68
2023
Q1 		$1.55M Buy
8,320
+25
+0.3% +$4.55K 0.15% 67
2022
Q4 		$1.44M Sell
8,295
-44
-0.5% -$7.72K 0.16% 72
2022
Q3 		$1.36M Buy
8,339
+28
+0.3% +$5.09K 0.16% 68
2022
Q2 		$1.43M Sell
8,311
-347
-4% -$65.1K 0.16% 70
2022
Q1 		$1.8M Buy
8,658
+20
+0.2% +$4.11K 0.18% 70
2021
Q4 		$1.91M Buy
8,638
+21
+0.2% +$4.5K 0.17% 64
2021
Q3 		$1.73M Sell
8,617
-78
-0.9% -$16.1K 0.18% 71
2021
Q2 		$1.75M Buy
8,695
+20
+0.2% +$3.9K 0.18% 67
2021
Q1 		$1.61M Sell
8,675
-3,069
-26% -$556K 0.24% 65
2020
Q4 		$2.06M Buy
11,744
+141
+1% +$23.4K 0.33% 47
2020
Q3 		$1.81M Buy
11,603
+40
+0.3% +$6.17K 0.33% 49
2020
Q2 		$1.65M Sell
11,563
-325
-3% -$43.9K 0.33% 49
2020
Q1 		$1.41M Buy
11,888
+2
+0% +$281 0.34% 51
2019
Q4 		$1.76M Buy
11,886
+48
+0.4% +$6.79K 0.35% 51
2019
Q3 		$1.61M Buy
11,838
+76
+0.6% +$10.3K 0.33% 51
2019
Q2 		$1.58M Buy
11,762
+52
+0.4% +$6.88K 0.32% 52
2019
Q1 		$1.52M Sell
11,710
-264
-2% -$33K 0.31% 52
2018
Q4 		$1.38M Sell
11,974
-192
-2% -$23.8K 0.31% 58
2018
Q3 		$1.62M Buy
12,166
+60
+0.5% +$7.86K 0.33% 53
2018
Q2 		$1.51M Buy
12,106
+40
+0.3% +$4.97K 0.3% 55
2018
Q1 		$1.46M Buy
12,066
+38
+0.3% +$4.77K 0.3% 56
2017
Q4 		$1.47M Buy
12,028
+42
+0.4% +$5.02K 0.3% 56
2017
Q3 		$1.38M Sell
11,986
-1,668
-12% -$189K 0.3% 57
2017
Q2 		$1.52M Sell
13,654
-352
-3% -$38.7K 0.35% 53
2017
Q1 		$1.51M Buy
14,006
+2,474
+21% +$264K 0.37% 52
2016
Q4 		$1.18M Buy
11,532
+53
+0.5% +$5.31K 0.33% 58
2016
Q3 		$1.14M Buy
11,479
+51
+0.4% +$5.05K 0.32% 56
2016
Q2 		$1.09M Buy
11,428
+41
+0.4% +$3.89K 0.33% 57
2016
Q1 		$1.07M Buy
11,387
+45
+0.4% +$4.01K 0.37% 54
2015
Q4 		$1.06M Buy
11,342
+94
+0.8% +$8.85K 0.39% 54
2015
Q3 		$990K Buy
11,248
+42
+0.4% +$3.92K 0.37% 62
2015
Q2 		$1.06M Buy
11,206
+576
+5% +$55.8K 0.37% 65
2015
Q1 		$1.01M Buy
10,630
+206
+2% +$19.6K 0.36% 65
2014
Q4 		$984K Sell
10,424
-181
-2% -$16.7K 0.36% 64
2014
Q3 		$959K Sell
10,605
-516
-5% -$46.9K 0.39% 65
2014
Q2 		$1M Buy
11,121
+36
+0.3% +$3.15K 0.39% 63
2014
Q1 		$954K Sell
11,085
-252
-2% -$21.3K 0.42% 60
2013
Q4 		$961K Buy
+11,337
New +$922K 0.43% 57

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

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

Evanson Asset Management increased its Vanguard Large-Cap ETF (VV) stake by 4% in Q1 2026, buying an estimated $158K and bringing the position to 13,096 shares worth $3.91M. The position accounts for 0.21% of the portfolio, ranked #49.

Evanson Asset Management first reported a position in VV in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.96M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Evanson Asset Management held 13,096 shares of Vanguard Large-Cap ETF worth $3.91M as of Q1 2026.
  • Evanson Asset Management bought 504 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $158K.
  • Vanguard Large-Cap ETF made up 0.21% of Evanson Asset Management's portfolio in Q1 2026, its #49 holding.
  • Evanson Asset Management first reported a position in Vanguard Large-Cap ETF in Q4 2013 and has held it in 50 quarters since.
  • Evanson Asset Management's Vanguard Large-Cap ETF position peaked at $3.96M in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.