Hoge Financial Services’s Vanguard Large-Cap ETF VV Stock Holding History

Hoge Financial Services’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 Q1	–	Sell	-2,564	Closed	-$692K	–	63
2024 Q4	$692K	Buy	2,564 +16	+0.6%	+$4.33K	0.51%	24
2024 Q3	$671K	Buy	2,548 +834	+49%	+$212K	0.51%	23
2024 Q2	$428K	Buy	1,714 +2	+0.1%	+$480	0.35%	30
2024 Q1	$410K	Buy	1,712 +6	+0.4%	+$1.37K	0.34%	32
2023 Q4	$372K	Buy	+1,706	New	+$349K	0.37%	30

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Hoge Financial Services's VV Position: Q1 2025 in Review

Hoge Financial Services sold out of Vanguard Large-Cap ETF (VV) in Q1 2025, closing a stake of 2,564 shares — an estimated $692K sold.

Hoge Financial Services first reported a position in VV in Q4 2023 and held it in 5 quarters. The position peaked at $692K in Q4 2024. 1,183 funds tracked by Wall St. Rank hold VV as of Q1 2025.

Hoge Financial Services reported no remaining Vanguard Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
Hoge Financial Services sold 2,564 Vanguard Large-Cap ETF shares in Q1 2025, an estimated $692K.
Hoge Financial Services first reported a position in Vanguard Large-Cap ETF in Q4 2023 and held it in 5 quarters.
Hoge Financial Services's Vanguard Large-Cap ETF position peaked at $692K in Q4 2024.
1,183 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2025.

Based on Hoge Financial Services's 13F filing for Q1 2025, filed 21 Apr 2025.