Francis Financial’s Vanguard Large-Cap ETF VV Stock Holding History

Francis Financial’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	$250K	Hold	836	–	–	0.05%	100
2025 Q4	$263K	Sell	836 -48	-5%	-$15K	0.05%	93
2025 Q3	$272K	Hold	884	–	–	0.05%	102
2025 Q2	$252K	Hold	884	–	–	0.06%	82
2025 Q1	$227K	Hold	884	–	–	0.06%	83
2024 Q4	$238K	Hold	884	–	–	0.06%	87
2024 Q3	$233K	Hold	884	–	–	0.06%	86
2024 Q2	$221K	Hold	884	–	–	0.07%	78
2024 Q1	$212K	Sell	884 -184	-17%	-$42.1K	0.07%	69
2023 Q4	$233K	Hold	1,068	–	–	0.1%	53
2023 Q3	$209K	Hold	1,068	–	–	0.11%	47
2023 Q2	$217K	Buy	+1,068	New	+$205K	0.12%	42
2022 Q3	–	Sell	-1,276	Closed	-$231K	–	40
2022 Q2	$231K	Buy	+1,276	New	+$239K	0.2%	36

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

Francis Financial's VV Position: Q1 2026 in Review

Francis Financial held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 836 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #100.

Francis Financial first reported a position in VV in Q2 2022 and has held it in 13 quarters since. The position peaked at $272K in Q3 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Francis Financial held 836 shares of Vanguard Large-Cap ETF worth $250K as of Q1 2026.
Francis Financial left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Large-Cap ETF made up 0.05% of Francis Financial's portfolio in Q1 2026, its #100 holding.
Francis Financial first reported a position in Vanguard Large-Cap ETF in Q2 2022 and has held it in 13 quarters since.
Francis Financial's Vanguard Large-Cap ETF position peaked at $272K in Q3 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.