Kathleen S. Wright Associates’s Vanguard Large-Cap ETF VV Stock Holding History

Kathleen S. Wright 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
2025 Q3	$284K	Buy	922 +1	+0.1%	+$296	0.11%	98
2025 Q2	$263K	Hold	921	–	–	0.1%	100
2025 Q1	$237K	Buy	921 +66	+8%	+$17.9K	0.1%	102
2024 Q4	$230K	Buy	855 +44	+5%	+$11.9K	0.1%	106
2024 Q3	$214K	Buy	811 +34	+4%	+$8.63K	0.09%	109
2024 Q2	$194K	Buy	777 +63	+9%	+$15.1K	0.09%	108
2024 Q1	$171K	Buy	714 +27	+4%	+$6.18K	0.08%	109
2023 Q4	$150K	Buy	687 +161	+31%	+$32.9K	0.08%	104
2023 Q3	$103K	Buy	526 +10	+2%	+$2.04K	0.06%	107
2023 Q2	$105K	Buy	516 +1	+0.2%	+$192	0.07%	90
2023 Q1	$96.3K	Buy	515 +1	+0.2%	+$182	0.06%	92
2022 Q4	$90K	Sell	514 -254	-33%	-$44.6K	0.06%	102
2022 Q3	$126K	Buy	768 +3	+0.4%	+$545	0.1%	91
2022 Q2	$132K	Buy	765 +2	+0.3%	+$375	0.11%	85
2022 Q1	$159K	Sell	763 -129	-14%	-$26.5K	0.12%	84
2021 Q4	$197K	Buy	+892	New	+$191K	0.14%	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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Kathleen S. Wright Associates's VV Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Vanguard Large-Cap ETF (VV) stake by 0.11% in Q3 2025, buying an estimated $296 and bringing the position to 922 shares worth $284K. The position accounts for 0.11% of the portfolio, ranked #98.

Kathleen S. Wright Associates first reported a position in VV in Q4 2021 and has held it in 16 quarters since. 1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

Kathleen S. Wright Associates held 922 shares of Vanguard Large-Cap ETF worth $284K as of Q3 2025.
Kathleen S. Wright Associates bought 1 Vanguard Large-Cap ETF share in Q3 2025, an estimated $296.
Vanguard Large-Cap ETF made up 0.11% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #98 holding.
Kathleen S. Wright Associates first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 16 quarters since.
1,265 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.