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

JFG 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
2025
Q3 		$236M Buy
766,719
+8,146
+1% +$2.41M 46.23% 1
2025
Q2 		$216M Buy
758,573
+36,783
+5% +$9.69M 45.28% 1
2025
Q1 		$186M Buy
721,790
+47,670
+7% +$12.9M 42.17% 1
2024
Q4 		$182M Buy
674,120
+44,982
+7% +$12.2M 41.67% 1
2024
Q3 		$166M Sell
629,138
-27,296
-4% -$6.92M 45.44% 1
2024
Q2 		$164M Buy
656,434
+20,681
+3% +$4.97M 46.66% 1
2024
Q1 		$152M Buy
635,753
+35,667
+6% +$8.16M 40.88% 1
2023
Q4 		$131M Sell
600,086
-1,480
-0.2% -$303K 37.59% 1
2023
Q3 		$118M Buy
601,566
+23,759
+4% +$4.84M 38.45% 1
2023
Q2 		$117M Sell
577,807
-2,860
-0.5% -$548K 35.92% 1
2023
Q1 		$108M Buy
580,667
+3,306
+0.6% +$602K 36.95% 1
2022
Q4 		$101M Buy
577,361
+309,769
+116% +$54.3M 32.66% 1
2022
Q3 		$43.8M Sell
267,592
-227,466
-46% -$41.4M 14.68% 2
2022
Q2 		$85.3M Buy
495,058
+40,265
+9% +$7.56M 31.21% 1
2022
Q1 		$94.8M Buy
454,793
+84,621
+23% +$17.4M 28.48% 2
2021
Q4 		$81.8M Buy
370,172
+78,444
+27% +$16.8M 30.66% 1
2021
Q3 		$58.6M Buy
291,728
+8,484
+3% +$1.75M 27.95% 1
2021
Q2 		$56.9M Buy
283,244
+54,792
+24% +$10.7M 25.02% 1
2021
Q1 		$42.3M Buy
228,452
+15,595
+7% +$2.83M 23.6% 3
2020
Q4 		$37.4M Buy
212,857
+6,313
+3% +$1.05M 20.31% 3
2020
Q3 		$32.3M Sell
206,544
-16,414
-7% -$2.53M 22.86% 2
2020
Q2 		$31.9M Buy
222,958
+115,492
+107% +$15.6M 30.52% 1
2020
Q1 		$12.7M Buy
107,466
+3,054
+3% +$429K 20.83% 2
2019
Q4 		$15.4M Sell
104,412
-1,156
-1% -$164K 14.38% 3
2019
Q3 		$14.4M Buy
105,568
+4,742
+5% +$644K 13.05% 3
2019
Q2 		$13.9M Buy
100,826
+18,176
+22% +$2.4M 11.48% 3
2019
Q1 		$10.7M Buy
82,650
+44,059
+114% +$5.51M 8.96% 3
2018
Q4 		$4.43M Buy
+38,591
New +$4.78M 3.98% 4

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JFG Wealth Management's VV Position: Q3 2025 in Review

JFG Wealth Management increased its Vanguard Large-Cap ETF (VV) stake by 1.1% in Q3 2025, buying an estimated $2.41M and bringing the position to 766,719 shares worth $236M. The position accounts for 46.23% of the portfolio, ranked #1.

JFG Wealth Management first reported a position in VV in Q4 2018 and has held it in 28 quarters since. 1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

  • JFG Wealth Management held 766,719 shares of Vanguard Large-Cap ETF worth $236M as of Q3 2025.
  • JFG Wealth Management bought 8,146 Vanguard Large-Cap ETF shares in Q3 2025, an estimated $2.41M.
  • Vanguard Large-Cap ETF made up 46.23% of JFG Wealth Management's portfolio in Q3 2025, its #1 holding.
  • JFG Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2018 and has held it in 28 quarters since.
  • 1,265 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.