Goodman Advisory Group’s Vanguard Large-Cap ETF VV Stock Holding History

Goodman Advisory Group’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	$232K	Hold	777	–	–	0.06%	76
2025 Q4	$245K	Sell	777 -26	-3%	-$8.12K	0.06%	67
2025 Q3	$247K	Hold	803	–	–	0.06%	64
2025 Q2	$229K	Hold	803	–	–	0.08%	56
2025 Q1	$206K	Buy	+803	New	+$218K	0.06%	76
2024 Q4	–	Sell	-803	Closed	-$211K	–	183
2024 Q3	$211K	Hold	803	–	–	0.06%	81
2024 Q2	$200K	Hold	803	–	–	0.06%	84
2024 Q1	$193K	Hold	803	–	–	0.06%	72
2023 Q4	$175K	Hold	803	–	–	0.06%	70
2023 Q3	$157K	Hold	803	–	–	0.06%	74
2023 Q2	$163K	Hold	803	–	–	0.06%	63
2023 Q1	$150K	Hold	803	–	–	0.08%	55
2022 Q4	$140K	Hold	803	–	–	0.08%	54
2022 Q3	$131K	Hold	803	–	–	0.07%	58
2022 Q2	$138K	Buy	+803	New	+$151K	0.06%	57

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

Goodman Advisory Group's VV Position: Q1 2026 in Review

Goodman Advisory Group held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 777 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #76.

Goodman Advisory Group first reported a position in VV in Q2 2022 and has held it in 15 quarters since. The position peaked at $247K in Q3 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Goodman Advisory Group held 777 shares of Vanguard Large-Cap ETF worth $232K as of Q1 2026.
Goodman Advisory Group left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Large-Cap ETF made up 0.06% of Goodman Advisory Group's portfolio in Q1 2026, its #76 holding.
Goodman Advisory Group first reported a position in Vanguard Large-Cap ETF in Q2 2022 and has held it in 15 quarters since.
Goodman Advisory Group's Vanguard Large-Cap ETF position peaked at $247K in Q3 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.