First Western Trust Bank’s Vanguard Large-Cap ETF VV Stock Holding History

First Western Trust Bank’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 Q1	–	Sell	-1,819	Closed	-$491K	–	202
2024 Q4	$491K	Sell	1,819 -112	-6%	-$30.3K	0.02%	120
2024 Q3	$508K	Hold	1,931	–	–	0.02%	124
2024 Q2	$482K	Hold	1,931	–	–	0.02%	123
2024 Q1	$463K	Hold	1,931	–	–	0.02%	129
2023 Q4	$421K	Hold	1,931	–	–	0.02%	136
2023 Q3	$378K	Hold	1,931	–	–	0.02%	133
2023 Q2	$391K	Hold	1,931	–	–	0.02%	137
2023 Q1	$361K	Hold	1,931	–	–	0.02%	145
2022 Q4	$336K	Hold	1,931	–	–	0.02%	145
2022 Q3	$316K	Sell	1,931 -1,444	-43%	-$263K	0.02%	131
2022 Q2	$587K	Hold	3,375	–	–	0.04%	106
2022 Q1	$713K	Buy	+3,375	New	+$693K	0.04%	105

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

First Western Trust Bank's VV Position: Q1 2025 in Review

First Western Trust Bank sold out of Vanguard Large-Cap ETF (VV) in Q1 2025, closing a stake of 1,819 shares — an estimated $491K sold.

First Western Trust Bank first reported a position in VV in Q1 2022 and held it in 12 quarters. The position peaked at $713K in Q1 2022. 1,183 funds tracked by Wall St. Rank hold VV as of Q1 2025.

First Western Trust Bank reported no remaining Vanguard Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
First Western Trust Bank sold 1,819 Vanguard Large-Cap ETF shares in Q1 2025, an estimated $491K.
First Western Trust Bank first reported a position in Vanguard Large-Cap ETF in Q1 2022 and held it in 12 quarters.
First Western Trust Bank's Vanguard Large-Cap ETF position peaked at $713K in Q1 2022.
1,183 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2025.

Based on First Western Trust Bank's 13F filing for Q1 2025, filed 12 May 2025.