Golden Bell Financial Planning’s Vanguard Large-Cap ETF VV Stock Holding History

Golden Bell Financial Planning’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	$991K	Sell	3,316 -31	-0.9%	-$9.7K	0.79%	19
2025 Q4	$1.05M	Sell	3,347 -260	-7%	-$81.2K	0.88%	19
2025 Q3	$1.11M	Sell	3,607 -63	-2%	-$18.7K	0.97%	18
2025 Q2	$1.05M	Hold	3,670	–	–	0.99%	19
2025 Q1	$943K	Sell	3,670 -97	-3%	-$26.3K	0.92%	19
2024 Q4	$1.02M	Buy	+3,767	New	+$1.02M	1.02%	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

Golden Bell Financial Planning's VV Position: Q1 2026 in Review

Golden Bell Financial Planning reduced its Vanguard Large-Cap ETF (VV) stake by 0.93% in Q1 2026, selling an estimated $9.7K and leaving 3,316 shares worth $991K. The position accounts for 0.79% of the portfolio, ranked #19.

Golden Bell Financial Planning first reported a position in VV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.11M in Q3 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Golden Bell Financial Planning held 3,316 shares of Vanguard Large-Cap ETF worth $991K as of Q1 2026.
Golden Bell Financial Planning sold 31 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $9.7K.
Vanguard Large-Cap ETF made up 0.79% of Golden Bell Financial Planning's portfolio in Q1 2026, its #19 holding.
Golden Bell Financial Planning first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Golden Bell Financial Planning's Vanguard Large-Cap ETF position peaked at $1.11M in Q3 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Golden Bell Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.