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IEQ Capital’s Vanguard Large-Cap ETF VV Stock Holding History

IEQ Capital’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 		$47.3M Sell
158,165
-5,216
-3% -$1.63M 0.22% 84
2025
Q4 		$51.4M Sell
163,381
-173
-0.1% -$54K 0.15% 83
2025
Q3 		$50.4M Buy
163,554
+2,728
+2% +$808K 0.15% 67
2025
Q2 		$45.9M Sell
160,826
-4,055
-2% -$1.07M 0.28% 49
2025
Q1 		$42.4M Sell
164,881
-3,398
-2% -$920K 0.34% 42
2024
Q4 		$45.4M Buy
168,279
+60,196
+56% +$16.3M 0.44% 35
2024
Q3 		$28.5M Sell
108,083
-2,065
-2% -$524K 0.35% 43
2024
Q2 		$27.5M Sell
110,148
-1,383
-1% -$332K 0.37% 42
2024
Q1 		$26.7M Sell
111,531
-219
-0.2% -$50.1K 0.38% 43
2023
Q4 		$24.4M Sell
111,750
-2,615
-2% -$535K 0.41% 41
2023
Q3 		$22.4M Buy
114,365
+2,647
+2% +$539K 0.46% 39
2023
Q2 		$22.6M Sell
111,718
-11,461
-9% -$2.2M 0.46% 39
2023
Q1 		$23M Sell
123,179
-15,712
-11% -$2.86M 0.53% 34
2022
Q4 		$24.2M Buy
138,891
+10,776
+8% +$1.89M 0.68% 26
2022
Q3 		$21M Sell
128,115
-23,341
-15% -$4.24M 0.58% 31
2022
Q2 		$26.1M Buy
151,456
+110,537
+270% +$20.7M 0.79% 21
2022
Q1 		$8.53M Hold
40,919
– – 0.2% 75
2021
Q4 		$9.04M Buy
40,919
+1,000
+3% +$214K 0.21% 67
2021
Q3 		$8.02M Hold
39,919
– – 0.21% 65
2021
Q2 		$8.01M Buy
39,919
+244
+0.6% +$47.6K 0.24% 63
2021
Q1 		$7.35M Buy
39,675
+5,795
+17% +$1.05M 0.3% 56
2020
Q4 		$5.95M Hold
33,880
– – 0.26% 69
2020
Q3 		$5.3M Sell
33,880
-462
-1% -$71.2K 0.28% 58
2020
Q2 		$4.91M Buy
34,342
+3,902
+13% +$528K 0.32% 54
2020
Q1 		$3.6M Buy
+30,440
New +$4.28M 0.29% 56

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

IEQ Capital's VV Position: Q1 2026 in Review

IEQ Capital reduced its Vanguard Large-Cap ETF (VV) stake by 3.2% in Q1 2026, selling an estimated $1.63M and leaving 158,165 shares worth $47.3M. The position accounts for 0.22% of the portfolio, ranked #84.

IEQ Capital first reported a position in VV in Q1 2020 and has held it in 25 quarters since. The position peaked at $51.4M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • IEQ Capital held 158,165 shares of Vanguard Large-Cap ETF worth $47.3M as of Q1 2026.
  • IEQ Capital sold 5,216 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $1.63M.
  • Vanguard Large-Cap ETF made up 0.22% of IEQ Capital's portfolio in Q1 2026, its #84 holding.
  • IEQ Capital first reported a position in Vanguard Large-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • IEQ Capital's Vanguard Large-Cap ETF position peaked at $51.4M in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.