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LPWM LLC’s Vanguard Large-Cap ETF VV Stock Holding History

LPWM LLC’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 		$755K Sell
2,526
-65
-3% -$20.3K 0.19% 52
2025
Q4 		$816K Buy
2,591
+13
+0.5% +$4.06K 0.21% 49
2025
Q3 		$794K Hold
2,578
– – 0.21% 45
2025
Q2 		$736K Hold
2,578
– – 0.21% 43
2025
Q1 		$663K Hold
2,578
– – 0.21% 45
2024
Q4 		$695K Hold
2,578
– – 0.22% 43
2024
Q3 		$671K Hold
2,578
– – 0.22% 45
2024
Q2 		$656K Hold
2,578
– – 0.23% 45
2024
Q1 		$608K Hold
2,578
– – 0.22% 43
2023
Q4 		$554K Hold
2,578
– – 0.22% 44
2023
Q3 		$505K Hold
2,578
– – 0.23% 40
2023
Q2 		$524K Hold
2,578
– – 0.23% 40
2023
Q1 		$482K Hold
2,578
– – 0.23% 38
2022
Q4 		$458K Hold
2,578
– – 0.25% 38
2022
Q3 		$422K Hold
2,578
– – 0.25% 38
2022
Q2 		$459K Hold
2,578
– – 0.26% 37
2022
Q1 		$532K Hold
2,578
– – 0.26% 38
2021
Q4 		$570K Hold
2,578
– – 0.3% 34
2021
Q3 		$524K Hold
2,578
– – 0.31% 35
2021
Q2 		$526K Sell
2,578
-5
-0.2% -$976 0.32% 36
2021
Q1 		$484K Hold
2,583
– – 0.33% 34
2020
Q4 		$454K Sell
2,583
-100
-4% -$16.6K 0.34% 34
2020
Q3 		$423K Hold
2,683
– – 0.34% 34
2020
Q2 		$384K Hold
2,683
– – 0.35% 30
2020
Q1 		$318K Hold
2,683
– – 0.35% 31
2019
Q4 		$397K Buy
+2,683
New +$380K 0.37% 28

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

LPWM LLC's VV Position: Q1 2026 in Review

LPWM LLC reduced its Vanguard Large-Cap ETF (VV) stake by 2.5% in Q1 2026, selling an estimated $20.3K and leaving 2,526 shares worth $755K. The position accounts for 0.19% of the portfolio, ranked #52.

LPWM LLC first reported a position in VV in Q4 2019 and has held it in 26 quarters since. The position peaked at $816K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • LPWM LLC held 2,526 shares of Vanguard Large-Cap ETF worth $755K as of Q1 2026.
  • LPWM LLC sold 65 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $20.3K.
  • Vanguard Large-Cap ETF made up 0.19% of LPWM LLC's portfolio in Q1 2026, its #52 holding.
  • LPWM LLC first reported a position in Vanguard Large-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • LPWM LLC's Vanguard Large-Cap ETF position peaked at $816K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.