Financial Connections Group’s Vanguard Large-Cap ETF VV Stock Holding History

Financial Connections Group’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	$4.17M	Hold	13,968	–	–	1.45%	23
2025 Q4	$4.4M	Sell	13,968 -17	-0.1%	-$5.31K	1.51%	23
2025 Q3	$4.3M	Sell	13,985 -181	-1%	-$53.6K	1.68%	20
2025 Q2	$4.04M	Hold	14,166	–	–	1.67%	20
2025 Q1	$3.64M	Hold	14,166	–	–	1.63%	18
2024 Q4	$3.82M	Hold	14,166	–	–	1.84%	15
2024 Q3	$3.73M	Hold	14,166	–	–	1.83%	15
2024 Q2	$3.54M	Buy	+14,166	New	+$3.4M	1.83%	15
2024 Q1	–	Sell	-14,249	Closed	-$3.11M	–	274
2023 Q4	$3.11M	Buy	+14,249	New	+$2.91M	2.01%	15
2023 Q3	–	Sell	-14,539	Closed	-$2.95M	–	243
2023 Q2	$2.95M	Sell	14,539 -597	-4%	-$114K	1.93%	18
2023 Q1	$2.83M	Sell	15,136 -527	-3%	-$96K	2.01%	17
2022 Q4	$2.73M	Sell	15,663 -736	-4%	-$129K	2.15%	13
2022 Q3	$2.68M	Sell	16,399 -26	-0.2%	-$4.73K	2.26%	13
2022 Q2	$2.83M	Sell	16,425 -287	-2%	-$53.9K	2.49%	13
2022 Q1	$3.48M	Sell	16,712 -270	-2%	-$55.5K	3.5%	9
2021 Q4	$3.75M	Buy	+16,982	New	+$3.64M	3.69%	9

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

Financial Connections Group's VV Position: Q1 2026 in Review

Financial Connections Group held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 13,968 shares worth $4.17M. The position accounts for 1.45% of the portfolio, ranked #23.

Financial Connections Group first reported a position in VV in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.4M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Financial Connections Group held 13,968 shares of Vanguard Large-Cap ETF worth $4.17M as of Q1 2026.
Financial Connections Group left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Large-Cap ETF made up 1.45% of Financial Connections Group's portfolio in Q1 2026, its #23 holding.
Financial Connections Group first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 16 quarters since.
Financial Connections Group's Vanguard Large-Cap ETF position peaked at $4.4M in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.