HA
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Herold Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Herold Advisors’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
Q2 		– Sell
-835
Closed -$215K – 321
2025
Q1 		$215K Sell
835
-950
-53% -$257K 0.05% 257
2024
Q4 		$481K Buy
1,785
+950
+114% +$257K 0.1% 185
2024
Q3 		$220K Hold
835
– – 0.05% 252
2024
Q2 		$208K Buy
+835
New +$201K 0.05% 248
2022
Q2 		– Sell
-75
Closed -$15.6K – 675
2022
Q1 		$15.6K Buy
+75
New +$15.4K 0.01% 544
2021
Q4 		– Sell
-75
Closed -$15K – 646
2021
Q3 		$15K Buy
+75
New +$15.5K 0.01% 553

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return