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

Lowe Wealth 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
2025 Q3	$35.1K	Sell	114 -86	-43%	-$25.5K	0.01%	168
2025 Q2	$57.1K	Hold	200	–	–	0.02%	134
2025 Q1	$51.4K	Hold	200	–	–	0.02%	132
2024 Q4	$53.9K	Hold	200	–	–	0.02%	125
2024 Q3	$52.7K	Sell	200 -100	-33%	-$25.4K	0.02%	123
2024 Q2	$74.9K	Buy	+300	New	+$72.1K	0.03%	96

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

Lowe Wealth Advisors's VV Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 43% in Q3 2025, selling an estimated $25.5K and leaving 114 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #168.

Lowe Wealth Advisors first reported a position in VV in Q2 2024 and has held it in 6 quarters since. The position peaked at $74.9K in Q2 2024. 1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

Lowe Wealth Advisors held 114 shares of Vanguard Large-Cap ETF worth $35.1K as of Q3 2025.
Lowe Wealth Advisors sold 86 Vanguard Large-Cap ETF shares in Q3 2025, an estimated $25.5K.
Vanguard Large-Cap ETF made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #168 holding.
Lowe Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q2 2024 and has held it in 6 quarters since.
Lowe Wealth Advisors's Vanguard Large-Cap ETF position peaked at $74.9K in Q2 2024.
1,265 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.