Jim Saulnier & Associates’s Vanguard Large-Cap ETF VV Stock Holding History

Jim Saulnier & Associates’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	$236K	Buy	+790	New	+$247K	0.11%	129

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

Jim Saulnier & Associates's VV Position: Q1 2026 in Review

Jim Saulnier & Associates opened a new position in Vanguard Large-Cap ETF (VV) in Q1 2026: 790 shares worth $236K. The stake represents 0.11% of the portfolio and ranks #129 among its holdings.

1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Jim Saulnier & Associates held 790 shares of Vanguard Large-Cap ETF worth $236K as of Q1 2026.
Vanguard Large-Cap ETF was a new Jim Saulnier & Associates position in Q1 2026.
Vanguard Large-Cap ETF made up 0.11% of Jim Saulnier & Associates's portfolio in Q1 2026, its #129 holding.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.