GVAG
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Great Valley Advisor Group’s Vanguard Large-Cap ETF VV Stock Holding History

Great Valley Advisor 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 		$7.05M Sell
23,582
-57
-0.2% -$17.8K 0.13% 156
2025
Q4 		$7.44M Buy
23,639
+456
+2% +$142K 0.14% 144
2025
Q3 		$7.14M Sell
23,183
-301
-1% -$89.1K 0.14% 143
2025
Q2 		$6.7M Sell
23,484
-139
-0.6% -$36.6K 0.15% 145
2025
Q1 		$6.07M Buy
23,623
+619
+3% +$168K 0.13% 161
2024
Q4 		$6.2M Buy
23,004
+102
+0.4% +$27.6K 0.14% 147
2024
Q3 		$6.03M Buy
22,902
+699
+3% +$177K 0.15% 147
2024
Q2 		$5.54M Sell
22,203
-73
-0.3% -$17.5K 0.16% 143
2024
Q1 		$5.34M Buy
22,276
+123
+0.6% +$28.1K 0.16% 136
2023
Q4 		$4.83M Buy
22,153
+815
+4% +$167K 0.17% 144
2023
Q3 		$4.18M Sell
21,338
-423
-2% -$86.1K 0.17% 143
2023
Q2 		$4.41M Sell
21,761
-2,347
-10% -$450K 0.18% 135
2023
Q1 		$4.5M Buy
24,108
+382
+2% +$69.6K 0.21% 125
2022
Q4 		$4.13M Sell
23,726
-574
-2% -$101K 0.21% 114
2022
Q3 		$3.97M Sell
24,300
-29
-0.1% -$5.27K 0.22% 112
2022
Q2 		$4.19M Buy
24,329
+5,027
+26% +$944K 0.23% 109
2022
Q1 		$4.03M Sell
19,302
-15
-0.1% -$3.08K 0.23% 107
2021
Q4 		$4.26M Sell
19,317
-292
-1% -$62.6K 0.26% 101
2021
Q3 		$3.94M Buy
19,609
+222
+1% +$45.9K 0.27% 101
2021
Q2 		$3.89M Hold
19,387
– – 0.29% 88
2021
Q1 		$3.59M Buy
19,387
+1,572
+9% +$285K 0.35% 69
2020
Q4 		$3.13M Sell
17,815
-310
-2% -$51.5K 0.32% 71
2020
Q3 		$2.84M Buy
18,125
+152
+0.8% +$23.4K 0.35% 67
2020
Q2 		$2.57M Buy
17,973
+172
+1% +$23.3K 0.42% 62
2020
Q1 		$2.11M Buy
17,801
+1,609
+10% +$226K 0.56% 48
2019
Q4 		$2.39M Buy
16,192
+11
+0.1% +$1.56K 0.53% 52
2019
Q3 		$2.21M Sell
16,181
-243
-1% -$33K 0.53% 57
2019
Q2 		$2.21M Sell
16,424
-15,589
-49% -$2.06M 0.56% 54
2019
Q1 		$4.15M Buy
32,013
+16,291
+104% +$2.04M 1.32% 12
2018
Q4 		$1.81M Buy
+15,722
New +$1.95M 0.67% 32

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

Great Valley Advisor Group's VV Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Vanguard Large-Cap ETF (VV) stake by 0.24% in Q1 2026, selling an estimated $17.8K and leaving 23,582 shares worth $7.05M. The position accounts for 0.13% of the portfolio, ranked #156.

Great Valley Advisor Group first reported a position in VV in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.44M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Great Valley Advisor Group held 23,582 shares of Vanguard Large-Cap ETF worth $7.05M as of Q1 2026.
  • Great Valley Advisor Group sold 57 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $17.8K.
  • Vanguard Large-Cap ETF made up 0.13% of Great Valley Advisor Group's portfolio in Q1 2026, its #156 holding.
  • Great Valley Advisor Group first reported a position in Vanguard Large-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's Vanguard Large-Cap ETF position peaked at $7.44M in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.