KCM Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

KCM Investment 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	–	Sell	-2,019	Closed	-$636K	–	406
2025 Q4	$636K	Hold	2,019	–	–	0.02%	247
2025 Q3	$622K	Hold	2,019	–	–	0.02%	251
2025 Q2	$576K	Hold	2,019	–	–	0.02%	256
2025 Q1	$519K	Hold	2,019	–	–	0.02%	257
2024 Q4	$545K	Hold	2,019	–	–	0.02%	249
2024 Q3	$532K	Hold	2,019	–	–	0.02%	261
2024 Q2	$504K	Hold	2,019	–	–	0.02%	256
2024 Q1	$484K	Hold	2,019	–	–	0.02%	255
2023 Q4	$441K	Hold	2,019	–	–	0.02%	265
2023 Q3	$395K	Sell	2,019 -43	-2%	-$8.76K	0.02%	269
2023 Q2	$418K	Hold	2,062	–	–	0.02%	277
2023 Q1	$385K	Buy	2,062 +392	+23%	+$71.4K	0.02%	302
2022 Q4	$291K	Hold	1,670	–	–	0.01%	333
2022 Q3	$273K	Sell	1,670 -32	-2%	-$5.82K	0.01%	324
2022 Q2	$293K	Buy	1,702 +75	+5%	+$14.1K	0.01%	334
2022 Q1	$339K	Hold	1,627	–	–	0.01%	341
2021 Q4	$360K	Sell	1,627 -130	-7%	-$27.9K	0.01%	323
2021 Q3	$353K	Hold	1,757	–	–	0.01%	307
2021 Q2	$353K	Hold	1,757	–	–	0.01%	309
2021 Q1	$326K	Hold	1,757	–	–	0.01%	302
2020 Q4	$309K	Hold	1,757	–	–	0.01%	287
2020 Q3	$275K	Hold	1,757	–	–	0.02%	275
2020 Q2	$251K	Hold	1,757	–	–	0.01%	294
2020 Q1	$208K	Sell	1,757 -208	-11%	-$29.2K	0.01%	290
2019 Q4	$291K	Sell	1,965 -200	-9%	-$28.3K	0.02%	294
2019 Q3	$295K	Buy	2,165 +273	+14%	+$37.1K	0.02%	288
2019 Q2	$255K	Hold	1,892	–	–	0.02%	295
2019 Q1	$246K	Buy	1,892 +37	+2%	+$4.63K	0.02%	292
2018 Q4	$213K	Hold	1,855	–	–	0.01%	461
2018 Q3	$248K	Hold	1,855	–	–	0.01%	463
2018 Q2	$231K	Sell	1,855 -245	-12%	-$30.4K	0.01%	479
2018 Q1	$255K	Hold	2,100	–	–	0.02%	462
2017 Q4	$257K	Sell	2,100 -175	-8%	-$20.9K	0.02%	462
2017 Q3	$263K	Hold	2,275	–	–	0.02%	457
2017 Q2	$253K	Sell	2,275 -355	-13%	-$39K	0.02%	470
2017 Q1	$284K	Sell	2,630 -370	-12%	-$39.4K	0.02%	449
2016 Q4	$307K	Hold	3,000	–	–	0.02%	432
2016 Q3	$297K	Hold	3,000	–	–	0.02%	444
2016 Q2	$288K	Hold	3,000	–	–	0.02%	435
2016 Q1	$282K	Hold	3,000	–	–	0.02%	426
2015 Q4	$281K	Sell	3,000 -1,179	-28%	-$111K	0.02%	425
2015 Q3	$368K	Hold	4,179	–	–	0.03%	383
2015 Q2	$396K	Buy	4,179 +329	+9%	+$31.9K	0.03%	380
2015 Q1	$367K	Sell	3,850 -7,351	-66%	-$698K	0.03%	393
2014 Q4	$1.06M	Hold	11,201	–	–	0.09%	238
2014 Q3	$1.01M	Buy	11,201 +6,000	+115%	+$545K	0.09%	234
2014 Q2	$468K	Sell	5,201 -100	-2%	-$8.74K	0.04%	325
2014 Q1	$456K	Hold	5,301	–	–	0.05%	304
2013 Q4	$450K	Buy	5,301 +1,601	+43%	+$130K	0.05%	298
2013 Q3	$286K	Buy	3,700 +1	+0%	+$77	0.03%	366
2013 Q2	$272K	Buy	+3,699	New	+$273K	0.03%	368

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

KCM Investment Advisors's VV Position: Q1 2026 in Review

KCM Investment Advisors sold out of Vanguard Large-Cap ETF (VV) in Q1 2026, closing a stake of 2,019 shares — an estimated $636K sold.

KCM Investment Advisors first reported a position in VV in Q2 2013 and held it in 51 quarters. The position peaked at $1.06M in Q4 2014. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

KCM Investment Advisors reported no remaining Vanguard Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
KCM Investment Advisors sold 2,019 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $636K.
KCM Investment Advisors first reported a position in Vanguard Large-Cap ETF in Q2 2013 and held it in 51 quarters.
KCM Investment Advisors's Vanguard Large-Cap ETF position peaked at $1.06M in Q4 2014.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.