Evoke Wealth’s Vanguard Large-Cap ETF VV Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-1,845	Closed	-$570K	–	736
2025 Q3	$570K	Hold	1,845	–	–	0.01%	329
2025 Q2	$528K	Hold	1,845	–	–	0.01%	340
2025 Q1	$474K	Sell	1,845 -500	-21%	-$135K	0.01%	281
2024 Q4	$632K	Buy	2,345 +1,569	+202%	+$425K	0.02%	227
2024 Q3	$205K	Buy	+776	New	+$197K	0.01%	393
2024 Q2	–	Sell	-1,176	Closed	-$282K	–	393
2024 Q1	$282K	Hold	1,176	–	–	0.01%	334
2023 Q4	$257K	Sell	1,176 -675	-36%	-$138K	0.42%	59
2023 Q3	$362K	Hold	1,851	–	–	0.01%	272
2023 Q2	$375K	Hold	1,851	–	–	0.01%	252
2023 Q1	$346K	Hold	1,851	–	–	0.01%	260
2022 Q4	$322K	Sell	1,851 -825	-31%	-$145K	0.01%	272
2022 Q3	$438K	Hold	2,676	–	–	0.02%	223
2022 Q2	$461K	Buy	2,676 +1,176	+78%	+$221K	0.02%	230
2022 Q1	$313K	Hold	1,500	–	–	0.01%	285
2021 Q4	$332K	Hold	1,500	–	–	0.01%	292
2021 Q3	$301K	Hold	1,500	–	–	0.01%	284
2021 Q2	$301K	Sell	1,500 -1,699	-53%	-$332K	0.01%	296
2021 Q1	$593K	Hold	3,199	–	–	0.03%	198
2020 Q4	$562K	Hold	3,199	–	–	0.04%	141
2020 Q3	$501K	Hold	3,199	–	–	0.04%	135
2020 Q2	$458K	Hold	3,199	–	–	0.04%	118
2020 Q1	$379K	Buy	+3,199	New	+$449K	0.05%	119
2019 Q4	–	Sell	-3,268	Closed	-$446K	–	1484
2019 Q3	$446K	Buy	+3,268	New	+$444K	0.05%	156

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Evoke Wealth's VV Position: Q4 2025 in Review

Evoke Wealth sold out of Vanguard Large-Cap ETF (VV) in Q4 2025, closing a stake of 1,845 shares — an estimated $570K sold.

Evoke Wealth first reported a position in VV in Q3 2019 and held it in 23 quarters. The position peaked at $632K in Q4 2024. 1,329 funds tracked by Wall St. Rank hold VV as of Q4 2025.

Evoke Wealth reported no remaining Vanguard Large-Cap ETF position as of Q4 2025 after selling out during the quarter.
Evoke Wealth sold 1,845 Vanguard Large-Cap ETF shares in Q4 2025, an estimated $570K.
Evoke Wealth first reported a position in Vanguard Large-Cap ETF in Q3 2019 and held it in 23 quarters.
Evoke Wealth's Vanguard Large-Cap ETF position peaked at $632K in Q4 2024.
1,329 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2025.

Based on Evoke Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.