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High Net Worth Advisory Group’s Vanguard Large-Cap ETF VV Stock Holding History

High Net Worth 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 		$1.05M Sell
3,497
-36
-1% -$11.3K 0.24% 96
2025
Q4 		$1.11M Buy
3,533
+76
+2% +$23.7K 0.26% 86
2025
Q3 		$1.06M Buy
3,457
+2
+0.1% +$592 0.26% 89
2025
Q2 		$986K Sell
3,455
-92
-3% -$24.2K 0.26% 84
2025
Q1 		$912K Sell
3,547
-145
-4% -$39.3K 0.26% 89
2024
Q4 		$996K Sell
3,692
-60
-2% -$16.3K 0.28% 80
2024
Q3 		$988K Sell
3,752
-15
-0.4% -$3.81K 0.27% 85
2024
Q2 		$941K Sell
3,767
-1
-0% -$240 0.29% 79
2024
Q1 		$904K Sell
3,768
-352
-9% -$80.5K 0.28% 83
2023
Q4 		$899K Sell
4,120
-300
-7% -$61.3K 0.33% 76
2023
Q3 		$865K Sell
4,420
-18
-0.4% -$3.67K 0.35% 72
2023
Q2 		$900K Sell
4,438
-150
-3% -$28.8K 0.35% 73
2023
Q1 		$857K Sell
4,588
-61
-1% -$11.1K 0.35% 76
2022
Q4 		$810K Hold
4,649
– – 0.31% 77
2022
Q3 		$760K Sell
4,649
-300
-6% -$54.5K 0.32% 72
2022
Q2 		$853K Sell
4,949
-195
-4% -$36.6K 0.35% 67
2022
Q1 		$1.07M Buy
5,144
+5
+0.1% +$1.03K 0.39% 62
2021
Q4 		$1.14M Buy
+5,139
New +$1.1M 0.4% 59

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

High Net Worth Advisory Group's VV Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Vanguard Large-Cap ETF (VV) stake by 1% in Q1 2026, selling an estimated $11.3K and leaving 3,497 shares worth $1.05M. The position accounts for 0.24% of the portfolio, ranked #96.

High Net Worth Advisory Group first reported a position in VV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.14M in Q4 2021. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • High Net Worth Advisory Group held 3,497 shares of Vanguard Large-Cap ETF worth $1.05M as of Q1 2026.
  • High Net Worth Advisory Group sold 36 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $11.3K.
  • Vanguard Large-Cap ETF made up 0.24% of High Net Worth Advisory Group's portfolio in Q1 2026, its #96 holding.
  • High Net Worth Advisory Group first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's Vanguard Large-Cap ETF position peaked at $1.14M in Q4 2021.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.