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

Evelyn Partners 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
2025 Q1	–	Sell	-1,848	Closed	-$498K	–	251
2024 Q4	$498K	Buy	+1,848	New	+$501K	0.13%	69

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Evelyn Partners Asset Management's VV Position: Q1 2025 in Review

Evelyn Partners Asset Management sold out of Vanguard Large-Cap ETF (VV) in Q1 2025, closing a stake of 1,848 shares — an estimated $498K sold.

Evelyn Partners Asset Management first reported a position in VV in Q4 2024 and held it in 1 quarter. The position peaked at $498K in Q4 2024. 1,183 funds tracked by Wall St. Rank hold VV as of Q1 2025.

Evelyn Partners Asset Management reported no remaining Vanguard Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
Evelyn Partners Asset Management sold 1,848 Vanguard Large-Cap ETF shares in Q1 2025, an estimated $498K.
Evelyn Partners Asset Management first reported a position in Vanguard Large-Cap ETF in Q4 2024 and held it in 1 quarter.
Evelyn Partners Asset Management's Vanguard Large-Cap ETF position peaked at $498K in Q4 2024.
1,183 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2025.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2025, filed 4 Aug 2025.