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Fountainhead AM’s Vanguard Large-Cap ETF VV Stock Holding History

Fountainhead AM’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 		$5.48M Buy
18,352
+4,036
+28% +$1.26M 4.92% 2
2025
Q4 		$4.51M Sell
14,316
-142,512
-91% -$44.5M 6.67% 2
2025
Q3 		$48.3M Buy
156,828
+19,843
+14% +$5.88M 6.33% 3
2025
Q2 		$39.1M Sell
136,985
-11,826
-8% -$3.12M 5.67% 3
2025
Q1 		$38.2M Buy
148,811
+19,890
+15% +$5.39M 6.21% 3
2024
Q4 		$34.8M Buy
128,921
+21,922
+20% +$5.94M 6.35% 3
2024
Q3 		$28.2M Buy
106,999
+19,143
+22% +$4.86M 5.91% 3
2024
Q2 		$21.9M Buy
87,856
+18,571
+27% +$4.46M 5.21% 5
2024
Q1 		$16.6M Buy
69,285
+11,892
+21% +$2.72M 4.09% 7
2023
Q4 		$12.5M Buy
57,393
+788
+1% +$161K 3.44% 11
2023
Q3 		$11.1M Buy
56,605
+1,840
+3% +$375K 3.86% 10
2023
Q2 		$11.1M Sell
54,765
-1,433
-3% -$275K 3.94% 10
2023
Q1 		$10.5M Sell
56,198
-5,074
-8% -$924K 4.11% 10
2022
Q4 		$10.7M Sell
61,272
-2,726
-4% -$478K 4.8% 8
2022
Q3 		$10.5M Sell
63,998
-26,969
-30% -$4.9M 5.28% 7
2022
Q2 		$15.7M Sell
90,967
-15,202
-14% -$2.85M 8.5% 4
2022
Q1 		$22.1M Buy
106,169
+10,223
+11% +$2.1M 9.82% 3
2021
Q4 		$21.2M Buy
95,946
+4,353
+5% +$933K 9.21% 3
2021
Q3 		$18.4M Buy
91,593
+18,633
+26% +$3.85M 8.91% 4
2021
Q2 		$13.5M Sell
72,960
-23
-0% -$4.49K 7.19% 6
2021
Q1 		$13.5M Buy
72,983
+10,910
+18% +$1.98M 7.19% 6
2020
Q4 		$10.9M Buy
+62,073
New +$10.3M 6.79% 7

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

Fountainhead AM's VV Position: Q1 2026 in Review

Fountainhead AM increased its Vanguard Large-Cap ETF (VV) stake by 28% in Q1 2026, buying an estimated $1.26M and bringing the position to 18,352 shares worth $5.48M. The position accounts for 4.92% of the portfolio, ranked #2.

Fountainhead AM first reported a position in VV in Q4 2020 and has held it in 22 quarters since. The position peaked at $48.3M in Q3 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Fountainhead AM held 18,352 shares of Vanguard Large-Cap ETF worth $5.48M as of Q1 2026.
  • Fountainhead AM bought 4,036 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $1.26M.
  • Vanguard Large-Cap ETF made up 4.92% of Fountainhead AM's portfolio in Q1 2026, its #2 holding.
  • Fountainhead AM first reported a position in Vanguard Large-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Fountainhead AM's Vanguard Large-Cap ETF position peaked at $48.3M in Q3 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Fountainhead AM's 13F filing for Q1 2026, filed 11 May 2026.