FCH
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Freestone Capital Holdings’s Vanguard Large-Cap ETF VV Stock Holding History

Freestone Capital Holdings’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 		$2.75M Sell
9,205
-449
-5% -$140K 0.08% 152
2025
Q4 		$3.04M Sell
9,654
-130
-1% -$40.6K 0.09% 143
2025
Q3 		$3.01M Hold
9,784
– – 0.09% 144
2025
Q2 		$2.79M Sell
9,784
-217
-2% -$57.2K 0.09% 141
2025
Q1 		$2.57M Buy
10,001
+1,687
+20% +$457K 0.1% 140
2024
Q4 		$2.24M Sell
8,314
-1,784
-18% -$483K 0.08% 154
2024
Q3 		$2.66M Buy
10,098
+2,082
+26% +$528K 0.09% 148
2024
Q2 		$2M Buy
8,016
+44
+0.6% +$10.6K 0.07% 163
2024
Q1 		$1.91M Buy
7,972
+149
+2% +$34.1K 0.07% 170
2023
Q4 		$1.71M Sell
7,823
-227
-3% -$46.4K 0.08% 168
2023
Q3 		$1.58M Buy
8,050
+1,563
+24% +$318K 0.08% 155
2023
Q2 		$1.31M Hold
6,487
– – 0.05% 169
2023
Q1 		$1.21M Hold
6,487
– – 0.05% 176
2022
Q4 		$1.13M Hold
6,487
– – 0.05% 184
2022
Q3 		$1.06M Hold
6,487
– – 0.05% 191
2022
Q2 		$1.12M Sell
6,487
-1,249
-16% -$234K 0.04% 202
2022
Q1 		$1.61M Buy
7,736
+583
+8% +$120K 0.06% 206
2021
Q4 		$1.58M Buy
7,153
+3,457
+94% +$741K 0.07% 199
2021
Q3 		$743K Buy
3,696
+122
+3% +$25.2K 0.04% 243
2021
Q2 		$717K Buy
3,574
+1,239
+53% +$242K 0.04% 243
2021
Q1 		$433K Hold
2,335
– – 0.02% 282
2020
Q4 		$410K Buy
+2,335
New +$388K 0.02% 259
2018
Q1 		– Sell
-1,752
Closed -$215K – 361
2017
Q4 		$215K Hold
1,752
– – 0.01% 322
2017
Q3 		$202K Buy
+1,752
New +$198K 0.01% 319

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

Freestone Capital Holdings's VV Position: Q1 2026 in Review

Freestone Capital Holdings reduced its Vanguard Large-Cap ETF (VV) stake by 4.7% in Q1 2026, selling an estimated $140K and leaving 9,205 shares worth $2.75M. The position accounts for 0.08% of the portfolio, ranked #152.

Freestone Capital Holdings first reported a position in VV in Q3 2017 and has held it in 24 quarters since. The position peaked at $3.04M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Freestone Capital Holdings held 9,205 shares of Vanguard Large-Cap ETF worth $2.75M as of Q1 2026.
  • Freestone Capital Holdings sold 449 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $140K.
  • Vanguard Large-Cap ETF made up 0.08% of Freestone Capital Holdings's portfolio in Q1 2026, its #152 holding.
  • Freestone Capital Holdings first reported a position in Vanguard Large-Cap ETF in Q3 2017 and has held it in 24 quarters since.
  • Freestone Capital Holdings's Vanguard Large-Cap ETF position peaked at $3.04M in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.