FineMark National Bank & Trust’s Vanguard Large-Cap ETF VV Stock Holding History

FineMark National Bank & Trust’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	$352K	Buy	1,117 +437	+64%	+$136K	0.01%	364
2025 Q3	$209K	Buy	+680	New	+$201K	0.01%	425
2024 Q3	–	Sell	-805	Closed	-$201K	–	438
2024 Q2	$201K	Buy	+805	New	+$193K	0.01%	406
2022 Q2	–	Sell	-1,089	Closed	-$227K	–	455
2022 Q1	$227K	Hold	1,089	–	–	0.01%	408
2021 Q4	$241K	Hold	1,089	–	–	0.01%	411
2021 Q3	$219K	Hold	1,089	–	–	0.01%	410
2021 Q2	$219K	Hold	1,089	–	–	0.01%	421
2021 Q1	$202K	Buy	+1,089	New	+$197K	0.01%	422
2020 Q1	–	Sell	-1,625	Closed	-$240K	–	382
2019 Q4	$240K	Hold	1,625	–	–	0.01%	337
2019 Q3	$222K	Hold	1,625	–	–	0.01%	343
2019 Q2	$219K	Buy	1,625 +25	+2%	+$3.31K	0.01%	333
2019 Q1	$208K	Buy	+1,600	New	+$200K	0.01%	316
2018 Q4	–	Sell	-1,500	Closed	-$200K	–	364
2018 Q3	$200K	Buy	+1,500	New	+$196K	0.01%	316
2017 Q1	–	Sell	-250	Closed	-$26K	–	991
2016 Q4	$26K	Hold	250	–	–	﹤0.01%	775
2016 Q3	$25K	Hold	250	–	–	﹤0.01%	767
2016 Q2	$24K	Hold	250	–	–	﹤0.01%	795
2016 Q1	$24K	Hold	250	–	–	﹤0.01%	753
2015 Q4	$23K	Hold	250	–	–	﹤0.01%	794
2015 Q3	$22K	Hold	250	–	–	﹤0.01%	833
2015 Q2	$24K	Buy	+250	New	+$24.2K	﹤0.01%	842

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

FineMark National Bank & Trust's VV Position: Q4 2025 in Review

FineMark National Bank & Trust increased its Vanguard Large-Cap ETF (VV) stake by 64% in Q4 2025, buying an estimated $136K and bringing the position to 1,117 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #364.

FineMark National Bank & Trust first reported a position in VV in Q2 2015 and has held it in 20 quarters since. 1,329 funds tracked by Wall St. Rank hold VV as of Q4 2025.

FineMark National Bank & Trust held 1,117 shares of Vanguard Large-Cap ETF worth $352K as of Q4 2025.
FineMark National Bank & Trust bought 437 Vanguard Large-Cap ETF shares in Q4 2025, an estimated $136K.
Vanguard Large-Cap ETF made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #364 holding.
FineMark National Bank & Trust first reported a position in Vanguard Large-Cap ETF in Q2 2015 and has held it in 20 quarters since.
1,329 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.