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

Hemington Wealth 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
2025 Q3	$222K	Hold	724	–	–	0.03%	131
2025 Q2	$206K	Hold	724	–	–	0.03%	133
2025 Q1	$186K	Buy	724 +43	+6%	+$11.6K	0.03%	133
2024 Q4	$183K	Buy	681 +373	+121%	+$101K	0.05%	129
2024 Q3	$80K	Buy	+308	New	+$78.1K	0.02%	221

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hemington Wealth Management's VV Position: Q3 2025 in Review

Hemington Wealth Management held its Vanguard Large-Cap ETF (VV) position steady in Q3 2025 at 724 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #131.

Hemington Wealth Management first reported a position in VV in Q3 2024 and has held it in 5 quarters since. 1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

Hemington Wealth Management held 724 shares of Vanguard Large-Cap ETF worth $222K as of Q3 2025.
Hemington Wealth Management left its Vanguard Large-Cap ETF share count unchanged in Q3 2025.
Vanguard Large-Cap ETF made up 0.03% of Hemington Wealth Management's portfolio in Q3 2025, its #131 holding.
Hemington Wealth Management first reported a position in Vanguard Large-Cap ETF in Q3 2024 and has held it in 5 quarters since.
1,265 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.