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

Evolution Wealth 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 		$97.1K Hold
325
– – 0.07% 177
2025
Q4 		$102K Buy
325
+223
+219% +$69.6K 0.08% 166
2025
Q3 		$31.4K Hold
102
– – 0.03% 253
2025
Q2 		$29.1K Buy
+102
New +$26.9K 0.04% 235

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

Evolution Wealth Management's VV Position: Q1 2026 in Review

Evolution Wealth Management held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 325 shares worth $97.1K. The position accounts for 0.07% of the portfolio, ranked #177.

Evolution Wealth Management first reported a position in VV in Q2 2025 and has held it in 4 quarters since. The position peaked at $102K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Evolution Wealth Management held 325 shares of Vanguard Large-Cap ETF worth $97.1K as of Q1 2026.
  • Evolution Wealth Management left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Large-Cap ETF made up 0.07% of Evolution Wealth Management's portfolio in Q1 2026, its #177 holding.
  • Evolution Wealth Management first reported a position in Vanguard Large-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Vanguard Large-Cap ETF position peaked at $102K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.