Index Fund Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Index Fund Advisors’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	$413K	Buy	1,383 +1	+0.1%	+$313	0.02%	88
2025 Q4	$435K	Buy	1,382 +1	+0.1%	+$312	0.02%	98
2025 Q3	$425K	Buy	1,381 +1	+0.1%	+$296	0.02%	95
2025 Q2	$394K	Hold	1,380	–	–	0.02%	102
2025 Q1	$355K	Buy	+1,380	New	+$374K	0.02%	63
2022 Q2	–	Sell	-1,269	Closed	-$265K	–	102
2022 Q1	$265K	Buy	1,269 +6	+0.5%	+$1.23K	0.02%	84
2021 Q4	$279K	Buy	+1,263	New	+$271K	0.02%	82

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Index Fund Advisors's VV Position: Q1 2026 in Review

Index Fund Advisors increased its Vanguard Large-Cap ETF (VV) stake by 0.07% in Q1 2026, buying an estimated $313 and bringing the position to 1,383 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #88.

Index Fund Advisors first reported a position in VV in Q4 2021 and has held it in 7 quarters since. The position peaked at $435K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Index Fund Advisors held 1,383 shares of Vanguard Large-Cap ETF worth $413K as of Q1 2026.
Index Fund Advisors bought 1 Vanguard Large-Cap ETF share in Q1 2026, an estimated $313.
Vanguard Large-Cap ETF made up 0.02% of Index Fund Advisors's portfolio in Q1 2026, its #88 holding.
Index Fund Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 7 quarters since.
Index Fund Advisors's Vanguard Large-Cap ETF position peaked at $435K in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.