GeoWealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

GeoWealth Management’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	$127M	Buy	425,422 +959	+0.2%	+$300K	4.58%	4
2025 Q4	$134M	Sell	424,463 -26,305	-6%	-$8.21M	4.93%	4
2025 Q3	$139M	Sell	450,768 -20,069	-4%	-$5.94M	5.06%	4
2025 Q2	$134M	Buy	470,837 +48,479	+11%	+$12.8M	5.24%	4
2025 Q1	$109M	Sell	422,358 -10,947	-3%	-$2.97M	4.36%	4
2024 Q4	$117M	Buy	433,305 +4,240	+1%	+$1.15M	3.82%	4
2024 Q3	$113M	Buy	429,065 +18,056	+4%	+$4.58M	3.99%	3
2024 Q2	$103M	Buy	411,009 +13,611	+3%	+$3.27M	4.46%	3
2024 Q1	$95.3M	Buy	+397,398	New	+$90.9M	3.69%	3
2023 Q1	–	Sell	-13,026	Closed	-$2.27M	–	446
2022 Q4	$2.27M	Buy	+13,026	New	+$2.29M	0.24%	71
2022 Q1	–	Sell	-564	Closed	-$125K	–	434
2021 Q4	$125K	Sell	564 -74,997	-99%	-$16.1M	0.01%	294
2021 Q3	$15.2M	Buy	+75,561	New	+$15.6M	1.25%	18

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

GeoWealth Management's VV Position: Q1 2026 in Review

GeoWealth Management increased its Vanguard Large-Cap ETF (VV) stake by 0.23% in Q1 2026, buying an estimated $300K and bringing the position to 425,422 shares worth $127M. The position accounts for 4.58% of the portfolio, ranked #4.

GeoWealth Management first reported a position in VV in Q3 2021 and has held it in 12 quarters since. The position peaked at $139M in Q3 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

GeoWealth Management held 425,422 shares of Vanguard Large-Cap ETF worth $127M as of Q1 2026.
GeoWealth Management bought 959 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $300K.
Vanguard Large-Cap ETF made up 4.58% of GeoWealth Management's portfolio in Q1 2026, its #4 holding.
GeoWealth Management first reported a position in Vanguard Large-Cap ETF in Q3 2021 and has held it in 12 quarters since.
GeoWealth Management's Vanguard Large-Cap ETF position peaked at $139M in Q3 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.