Hershey Financial Advisers’s Vanguard Large-Cap ETF VV Stock Holding History

Hershey Financial Advisers’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	–	Sell	-1,519	Closed	-$478K	–	110
2025 Q4	$478K	Buy	+1,519	New	+$474K	0.4%	70
2025 Q3	–	Sell	-5,609	Closed	-$1.6M	–	100
2025 Q2	$1.6M	Buy	+5,609	New	+$1.48M	1.43%	29
2024 Q4	$1.21M	Buy	+4,471	New	+$1.21M	1.06%	36
2024 Q2	$1.02M	Buy	+4,075	New	+$979K	0.91%	29

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

Hershey Financial Advisers's VV Position: Q1 2026 in Review

Hershey Financial Advisers sold out of Vanguard Large-Cap ETF (VV) in Q1 2026, closing a stake of 1,519 shares — an estimated $478K sold.

Hershey Financial Advisers first reported a position in VV in Q2 2024 and held it in 4 quarters. The position peaked at $1.6M in Q2 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Hershey Financial Advisers reported no remaining Vanguard Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
Hershey Financial Advisers sold 1,519 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $478K.
Hershey Financial Advisers first reported a position in Vanguard Large-Cap ETF in Q2 2024 and held it in 4 quarters.
Hershey Financial Advisers's Vanguard Large-Cap ETF position peaked at $1.6M in Q2 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.