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

Lifeworks 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	$2.69M	Sell	9,017 -1,994	-18%	-$624K	0.35%	80
2025 Q4	$3.47M	Buy	11,011 +2,651	+32%	+$828K	0.45%	74
2025 Q3	$2.57M	Buy	8,360 +1,706	+26%	+$505K	0.34%	78
2025 Q2	$1.9M	Buy	6,654 +375	+6%	+$98.8K	0.28%	86
2025 Q1	$1.61M	Buy	6,279 +527	+9%	+$143K	0.27%	90
2024 Q4	$1.55M	Buy	5,752 +526	+10%	+$143K	0.28%	93
2024 Q3	$1.38M	Buy	5,226 +1,195	+30%	+$303K	0.27%	98
2024 Q2	$1.01M	Buy	4,031 +2,004	+99%	+$481K	0.28%	85
2024 Q1	$486K	Buy	2,027 +604	+42%	+$138K	0.14%	130
2023 Q4	$311K	Buy	1,423 +111	+8%	+$22.7K	0.11%	157
2023 Q3	$257K	Buy	+1,312	New	+$267K	0.1%	163

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

Lifeworks Advisors's VV Position: Q1 2026 in Review

Lifeworks Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 18% in Q1 2026, selling an estimated $624K and leaving 9,017 shares worth $2.69M. The position accounts for 0.35% of the portfolio, ranked #80.

Lifeworks Advisors first reported a position in VV in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.47M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Lifeworks Advisors held 9,017 shares of Vanguard Large-Cap ETF worth $2.69M as of Q1 2026.
Lifeworks Advisors sold 1,994 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $624K.
Vanguard Large-Cap ETF made up 0.35% of Lifeworks Advisors's portfolio in Q1 2026, its #80 holding.
Lifeworks Advisors first reported a position in Vanguard Large-Cap ETF in Q3 2023 and has held it in 11 quarters since.
Lifeworks Advisors's Vanguard Large-Cap ETF position peaked at $3.47M in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.