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Focus Partners Advisor Solutions’s Vanguard Large-Cap ETF VV Stock Holding History

Focus Partners Advisor Solutions’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 		$2.26M Sell
7,571
-162
-2% -$50.7K 0.02% 325
2025
Q4 		$2.43M Sell
7,733
-1,178
-13% -$368K 0.03% 267
2025
Q3 		$2.78M Buy
8,911
+594
+7% +$176K 0.03% 273
2025
Q2 		$2.37M Buy
8,317
+1,823
+28% +$480K 0.03% 251
2025
Q1 		$1.67M Buy
6,494
+1,782
+38% +$483K 0.03% 283
2024
Q4 		$1.27M Sell
4,712
-862
-15% -$234K 0.02% 297
2024
Q3 		$1.47M Buy
5,574
+157
+3% +$39.8K 0.03% 226
2024
Q2 		$1.35M Buy
5,417
+1
+0% +$240 0.04% 206
2024
Q1 		$1.3M Buy
5,416
+2,691
+99% +$616K 0.04% 204
2023
Q4 		$595K Buy
2,725
+506
+23% +$103K 0.03% 226
2023
Q3 		$434K Buy
2,219
+344
+18% +$70.1K 0.02% 284
2023
Q2 		$380K Buy
+1,875
New +$359K 0.02% 257
2023
Q1 		– Sell
-15,354
Closed -$2.67M – 390
2022
Q4 		$2.67M Buy
15,354
+8,438
+122% +$1.48M 0.21% 63
2022
Q3 		$1.13M Buy
+6,916
New +$1.26M 0.07% 138

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

Focus Partners Advisor Solutions's VV Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its Vanguard Large-Cap ETF (VV) stake by 2.1% in Q1 2026, selling an estimated $50.7K and leaving 7,571 shares worth $2.26M. The position accounts for 0.02% of the portfolio, ranked #325.

Focus Partners Advisor Solutions first reported a position in VV in Q3 2022 and has held it in 14 quarters since. The position peaked at $2.78M in Q3 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Focus Partners Advisor Solutions held 7,571 shares of Vanguard Large-Cap ETF worth $2.26M as of Q1 2026.
  • Focus Partners Advisor Solutions sold 162 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $50.7K.
  • Vanguard Large-Cap ETF made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #325 holding.
  • Focus Partners Advisor Solutions first reported a position in Vanguard Large-Cap ETF in Q3 2022 and has held it in 14 quarters since.
  • Focus Partners Advisor Solutions's Vanguard Large-Cap ETF position peaked at $2.78M in Q3 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.