Fiduciary Advisors Inc’s Vanguard Large-Cap ETF VV Stock Holding History

Fiduciary Advisors Inc’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	$1.19M	Buy	3,976 +58	+1%	+$18.1K	0.89%	22
2025 Q4	$1.23M	Buy	3,918 +20	+0.5%	+$6.25K	0.94%	24
2025 Q3	$1.2M	Buy	3,898 +959	+33%	+$284K	0.97%	23
2025 Q2	$838K	Buy	2,939 +576	+24%	+$152K	0.74%	28
2025 Q1	$607K	Buy	2,363 +8	+0.3%	+$2.17K	0.6%	29
2024 Q4	$635K	Buy	+2,355	New	+$638K	0.64%	29

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

Fiduciary Advisors Inc's VV Position: Q1 2026 in Review

Fiduciary Advisors Inc increased its Vanguard Large-Cap ETF (VV) stake by 1.5% in Q1 2026, buying an estimated $18.1K and bringing the position to 3,976 shares worth $1.19M. The position accounts for 0.89% of the portfolio, ranked #22.

Fiduciary Advisors Inc first reported a position in VV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.23M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Fiduciary Advisors Inc held 3,976 shares of Vanguard Large-Cap ETF worth $1.19M as of Q1 2026.
Fiduciary Advisors Inc bought 58 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $18.1K.
Vanguard Large-Cap ETF made up 0.89% of Fiduciary Advisors Inc's portfolio in Q1 2026, its #22 holding.
Fiduciary Advisors Inc first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Fiduciary Advisors Inc's Vanguard Large-Cap ETF position peaked at $1.23M in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q1 2026, filed 16 Apr 2026.