FFW
VV icon

Fusion Family Wealth’s Vanguard Large-Cap ETF VV Stock Holding History

Fusion Family 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 		$12.9M Sell
43,081
-217
-0.5% -$67.9K 0.96% 16
2025
Q4 		$13.6M Sell
43,298
-101
-0.2% -$31.5K 1.03% 16
2025
Q3 		$13.4M Sell
43,399
-430
-1% -$127K 1% 17
2025
Q2 		$12.5M Sell
43,829
-1,069
-2% -$282K 1.06% 17
2025
Q1 		$11.5M Buy
44,898
+1,865
+4% +$505K 1.06% 17
2024
Q4 		$11.6M Sell
43,033
-2,426
-5% -$657K 1.06% 17
2024
Q3 		$12M Sell
45,459
-26
-0.1% -$6.6K 1.1% 17
2024
Q2 		$11.4M Sell
45,485
-330
-0.7% -$79.3K 1.16% 17
2024
Q1 		$11M Sell
45,815
-150
-0.3% -$34.3K 1.14% 17
2023
Q4 		$10M Buy
45,965
+25
+0.1% +$5.11K 1.13% 17
2023
Q3 		$8.99M Sell
45,940
-13
-0% -$2.65K 1.11% 15
2023
Q2 		$9.32M Sell
45,953
-122
-0.3% -$23.4K 1.12% 15
2023
Q1 		$8.61M Sell
46,075
-230
-0.5% -$41.9K 1.11% 15
2022
Q4 		$8.07M Sell
46,305
-1,106
-2% -$194K 1.1% 15
2022
Q3 		$9.53M Buy
47,411
+167
+0.4% +$30.4K 1.43% 13
2022
Q2 		$8.14M Buy
47,244
+1,064
+2% +$200K 1.17% 12
2022
Q1 		$9.63M Sell
46,180
-1,297
-3% -$266K 1.3% 13
2021
Q4 		$10.5M Buy
47,477
+66
+0.1% +$14.2K 1.56% 13
2021
Q3 		$9.53M Sell
47,411
-6,331
-12% -$1.31M 1.43% 13
2021
Q2 		$10.8M Sell
53,742
-3,340
-6% -$652K 1.62% 13
2021
Q1 		$10.6M Sell
57,082
-194
-0.3% -$35.2K 1.64% 13
2020
Q4 		$10.1M Sell
57,276
-3,984
-7% -$662K 1.78% 13
2020
Q3 		$9.58M Buy
61,260
+2,658
+5% +$410K 1.94% 13
2020
Q2 		$8.38M Sell
58,602
-3,252
-5% -$440K 1.98% 13
2020
Q1 		$7.33M Sell
61,854
-1,562
-2% -$219K 1.96% 14
2019
Q4 		$9.38M Sell
63,416
-1,295
-2% -$183K 2.16% 14
2019
Q3 		$8.82M Sell
64,711
-1,918
-3% -$260K 2.34% 13
2019
Q2 		$8.98M Sell
66,629
-412
-0.6% -$54.5K 2.23% 14
2019
Q1 		$8.75M Sell
67,041
-2,005
-3% -$251K 2.42% 14
2018
Q4 		$7.93M Sell
69,046
-8,220
-11% -$1.02M 2.33% 14
2018
Q3 		$10.3M Sell
77,266
-15,374
-17% -$2.01M 2.77% 14
2018
Q2 		$11.6M Sell
92,640
-3,264
-3% -$406K 3.25% 14
2018
Q1 		$11.6M Sell
95,904
-12,331
-11% -$1.55M 3.91% 9
2017
Q4 		$13.3M Sell
108,235
-4,015
-4% -$480K 3.31% 8
2017
Q3 		$13M Sell
112,250
-7,516
-6% -$851K 4.38% 7
2017
Q2 		$13.3M Sell
119,766
-1,795
-1% -$197K 4.55% 6
2017
Q1 		$13.1M Buy
+121,561
New +$13M 4.92% 5

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

Fusion Family Wealth's VV Position: Q1 2026 in Review

Fusion Family Wealth reduced its Vanguard Large-Cap ETF (VV) stake by 0.5% in Q1 2026, selling an estimated $67.9K and leaving 43,081 shares worth $12.9M. The position accounts for 0.96% of the portfolio, ranked #16.

Fusion Family Wealth first reported a position in VV in Q1 2017 and has held it in 37 quarters since. The position peaked at $13.6M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Fusion Family Wealth held 43,081 shares of Vanguard Large-Cap ETF worth $12.9M as of Q1 2026.
  • Fusion Family Wealth sold 217 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $67.9K.
  • Vanguard Large-Cap ETF made up 0.96% of Fusion Family Wealth's portfolio in Q1 2026, its #16 holding.
  • Fusion Family Wealth first reported a position in Vanguard Large-Cap ETF in Q1 2017 and has held it in 37 quarters since.
  • Fusion Family Wealth's Vanguard Large-Cap ETF position peaked at $13.6M in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Fusion Family Wealth's 13F filing for Q1 2026, filed 5 May 2026.