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Kelman-Lazarov Inc’s Vanguard Large-Cap ETF VV Stock Holding History

Kelman-Lazarov Inc’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 		$3.53M Buy
11,826
+59
+0.5% +$18.5K 0.51% 31
2025
Q4 		$3.7M Buy
11,767
+5,319
+82% +$1.66M 0.53% 30
2025
Q3 		$1.99M Buy
6,448
+2,136
+50% +$632K 0.29% 40
2025
Q2 		$1.23M Buy
+4,312
New +$1.14M 0.2% 51

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kelman-Lazarov Inc's VV Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its Vanguard Large-Cap ETF (VV) stake by 0.5% in Q1 2026, buying an estimated $18.5K and bringing the position to 11,826 shares worth $3.53M. The position accounts for 0.51% of the portfolio, ranked #31.

Kelman-Lazarov Inc first reported a position in VV in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.7M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Kelman-Lazarov Inc held 11,826 shares of Vanguard Large-Cap ETF worth $3.53M as of Q1 2026.
  • Kelman-Lazarov Inc bought 59 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $18.5K.
  • Vanguard Large-Cap ETF made up 0.51% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #31 holding.
  • Kelman-Lazarov Inc first reported a position in Vanguard Large-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Kelman-Lazarov Inc's Vanguard Large-Cap ETF position peaked at $3.7M in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.