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Golden State Equity Partners’s Vanguard Large-Cap ETF VV Stock Holding History

Golden State Equity Partners’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 		$3.27M Buy
10,959
+9,523
+663% +$2.98M 0.25% 87
2025
Q4 		$452K Buy
+1,436
New +$448K 0.07% 302
2024
Q4 		– Sell
-37
Closed -$9.74K – 874
2024
Q3 		$9.74K Buy
+37
New +$9.39K 0.01% 579

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

Golden State Equity Partners's VV Position: Q1 2026 in Review

Golden State Equity Partners increased its Vanguard Large-Cap ETF (VV) stake by 663% in Q1 2026, buying an estimated $2.98M and bringing the position to 10,959 shares worth $3.27M. The position accounts for 0.25% of the portfolio, ranked #87.

Golden State Equity Partners first reported a position in VV in Q3 2024 and has held it in 3 quarters since. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Golden State Equity Partners held 10,959 shares of Vanguard Large-Cap ETF worth $3.27M as of Q1 2026.
  • Golden State Equity Partners bought 9,523 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $2.98M.
  • Vanguard Large-Cap ETF made up 0.25% of Golden State Equity Partners's portfolio in Q1 2026, its #87 holding.
  • Golden State Equity Partners first reported a position in Vanguard Large-Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • 1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.