IMA Advisory Services’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
Other funds holding VV
NMIFOAC
VGA
JFGLC
IMA Advisory Services's VV Position: Q1 2026 in Review
IMA Advisory Services increased its Vanguard Large-Cap ETF (VV) stake by 0.62% in Q1 2026, buying an estimated $509K and bringing the position to 264,311 shares worth $78.8M. The position accounts for 7.69% of the portfolio, ranked #1.
IMA Advisory Services first reported a position in VV in Q4 2024 and has held it in 6 quarters since. The position peaked at $82.5M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.
- IMA Advisory Services held 264,311 shares of Vanguard Large-Cap ETF worth $78.8M as of Q1 2026.
- IMA Advisory Services bought 1,626 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $509K.
- Vanguard Large-Cap ETF made up 7.69% of IMA Advisory Services's portfolio in Q1 2026, its #1 holding.
- IMA Advisory Services first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
- IMA Advisory Services's Vanguard Large-Cap ETF position peaked at $82.5M in Q4 2025.
- 1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.
Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.