IronBridge Private Wealth’s Vanguard Large-Cap ETF VV Stock Holding History

IronBridge Private Wealth’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 Q2	–	Sell	-1,635	Closed	-$420K	–	52
2025 Q1	$420K	Hold	1,635	–	–	0.17%	37
2024 Q4	$441K	Hold	1,635	–	–	0.16%	35
2024 Q3	$430K	Hold	1,635	–	–	0.16%	37
2024 Q2	$408K	Hold	1,635	–	–	0.15%	35
2024 Q1	$392K	Hold	1,635	–	–	0.16%	37
2023 Q4	$357K	Buy	+1,635	New	+$334K	0.17%	37

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IronBridge Private Wealth's VV Position: Q2 2025 in Review

IronBridge Private Wealth sold out of Vanguard Large-Cap ETF (VV) in Q2 2025, closing a stake of 1,635 shares — an estimated $420K sold.

IronBridge Private Wealth first reported a position in VV in Q4 2023 and held it in 6 quarters. The position peaked at $441K in Q4 2024. 1,226 funds tracked by Wall St. Rank hold VV as of Q2 2025.

IronBridge Private Wealth reported no remaining Vanguard Large-Cap ETF position as of Q2 2025 after selling out during the quarter.
IronBridge Private Wealth sold 1,635 Vanguard Large-Cap ETF shares in Q2 2025, an estimated $420K.
IronBridge Private Wealth first reported a position in Vanguard Large-Cap ETF in Q4 2023 and held it in 6 quarters.
IronBridge Private Wealth's Vanguard Large-Cap ETF position peaked at $441K in Q4 2024.
1,226 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2025.

Based on IronBridge Private Wealth's 13F filing for Q2 2025, filed 10 Oct 2025.