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

Focus Partners Wealth’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	$160M	Buy	532,814 +10,950	+2%	+$3.43M	0.18%	125
2025 Q4	$164M	Buy	521,864 +2,926	+0.6%	+$914K	0.19%	111
2025 Q3	$160M	Buy	518,938 +7,921	+2%	+$2.35M	0.26%	73
2025 Q2	$146M	Buy	511,017 +105,792	+26%	+$27.9M	0.32%	60
2025 Q1	$104M	Buy	405,225 +254	+0.1%	+$68.8K	0.26%	81
2024 Q4	$109M	Sell	404,971 -3,063	-0.8%	-$830K	0.28%	71
2024 Q3	$107M	Sell	408,034 -351,658	-46%	-$89.2M	0.34%	63
2024 Q2	$190M	Buy	759,692 +383,190	+102%	+$92M	0.64%	32
2024 Q1	$90.3M	Buy	376,502 +1,762	+0.5%	+$403K	0.73%	28
2023 Q4	$81.8M	Buy	+374,740	New	+$76.6M	1.07%	14

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

Focus Partners Wealth's VV Position: Q1 2026 in Review

Focus Partners Wealth increased its Vanguard Large-Cap ETF (VV) stake by 2.1% in Q1 2026, buying an estimated $3.43M and bringing the position to 532,814 shares worth $160M. The position accounts for 0.18% of the portfolio, ranked #125.

Focus Partners Wealth first reported a position in VV in Q4 2023 and has held it in 10 quarters since. The position peaked at $190M in Q2 2024. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Focus Partners Wealth held 532,814 shares of Vanguard Large-Cap ETF worth $160M as of Q1 2026.
Focus Partners Wealth bought 10,950 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $3.43M.
Vanguard Large-Cap ETF made up 0.18% of Focus Partners Wealth's portfolio in Q1 2026, its #125 holding.
Focus Partners Wealth first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's Vanguard Large-Cap ETF position peaked at $190M in Q2 2024.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.