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IHT Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

IHT Wealth Management’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 		$2.9M Buy
9,699
+865
+10% +$271K 0.07% 288
2025
Q4 		$2.78M Buy
8,834
+317
+4% +$99K 0.07% 277
2025
Q3 		$2.62M Sell
8,517
-77
-0.9% -$22.8K 0.07% 273
2025
Q2 		$2.45M Buy
8,594
+233
+3% +$61.4K 0.07% 272
2025
Q1 		$2.15M Buy
8,361
+911
+12% +$247K 0.07% 278
2024
Q4 		$2.01M Buy
7,450
+437
+6% +$118K 0.06% 279
2024
Q3 		$1.85M Buy
7,013
+248
+4% +$62.9K 0.05% 340
2024
Q2 		$1.69M Buy
6,765
+355
+6% +$85.3K 0.06% 288
2024
Q1 		$1.54M Sell
6,410
-319
-5% -$73K 0.06% 320
2023
Q4 		$1.47M Buy
6,729
+104
+2% +$21.3K 0.07% 291
2023
Q3 		$1.3M Buy
6,625
+67
+1% +$13.6K 0.07% 290
2023
Q2 		$1.33M Buy
6,558
+558
+9% +$107K 0.07% 269
2023
Q1 		$1.12M Sell
6,000
-402
-6% -$73.2K 0.06% 284
2022
Q4 		$1.12M Sell
6,402
-286
-4% -$50.2K 0.07% 282
2022
Q3 		$1.09M Buy
6,688
+343
+5% +$62.4K 0.08% 262
2022
Q2 		$1.09M Sell
6,345
-830
-12% -$156K 0.1% 225
2022
Q1 		$1.5M Buy
7,175
+626
+10% +$129K 0.11% 184
2021
Q4 		$1.45M Buy
6,549
+155
+2% +$33.2K 0.11% 191
2021
Q3 		$1.28M Buy
6,394
+771
+14% +$159K 0.1% 196
2021
Q2 		$1.13M Buy
5,623
+62
+1% +$12.1K 0.07% 296
2021
Q1 		$1.03M Buy
+5,561
New +$1.01M 0.07% 260
2019
Q4 		– Sell
-2,826
Closed -$385K – 647
2019
Q3 		$385K Sell
2,826
-671
-19% -$91.1K 0.05% 369
2019
Q2 		$471K Sell
3,497
-59
-2% -$7.81K 0.07% 297
2019
Q1 		$462K Hold
3,556
– – 0.08% 278
2018
Q4 		$408K Buy
3,556
+438
+14% +$54.2K 0.08% 276
2018
Q3 		$416K Hold
3,118
– – 0.09% 256
2018
Q2 		$389K Buy
3,118
+378
+14% +$47K 0.1% 243
2018
Q1 		$324K Buy
2,740
+2,710
+9,033% +$340K 0.09% 257
2017
Q4 		$4K Hold
30
– – ﹤0.01% 1395
2017
Q3 		$4K Hold
30
– – ﹤0.01% 1133
2017
Q2 		$4 Buy
+30
New +$3.3K ﹤0.01% 1142

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

IHT Wealth Management's VV Position: Q1 2026 in Review

IHT Wealth Management increased its Vanguard Large-Cap ETF (VV) stake by 9.8% in Q1 2026, buying an estimated $271K and bringing the position to 9,699 shares worth $2.9M. The position accounts for 0.07% of the portfolio, ranked #288.

IHT Wealth Management first reported a position in VV in Q2 2017 and has held it in 31 quarters since. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • IHT Wealth Management held 9,699 shares of Vanguard Large-Cap ETF worth $2.9M as of Q1 2026.
  • IHT Wealth Management bought 865 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $271K.
  • Vanguard Large-Cap ETF made up 0.07% of IHT Wealth Management's portfolio in Q1 2026, its #288 holding.
  • IHT Wealth Management first reported a position in Vanguard Large-Cap ETF in Q2 2017 and has held it in 31 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.