Lutz Financial Services’s Vanguard Large-Cap ETF VV Stock Holding History

Lutz Financial Services’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	$1.1M	Hold	3,674	–	–	0.07%	61
2025 Q4	$1.16M	Buy	3,674 +49	+1%	+$15.3K	0.08%	61
2025 Q3	$1.12M	Buy	3,625 +11	+0.3%	+$3.26K	0.08%	61
2025 Q2	$1.03M	Buy	3,614 +23	+0.6%	+$6.06K	0.08%	61
2025 Q1	$923K	Hold	3,591	–	–	0.08%	61
2024 Q4	$968K	Sell	3,591 -200	-5%	-$54.2K	0.08%	61
2024 Q3	$998K	Hold	3,791	–	–	0.08%	61
2024 Q2	$946K	Hold	3,791	–	–	0.08%	60
2024 Q1	$909K	Hold	3,791	–	–	0.08%	59
2023 Q4	$827K	Buy	3,791 +2,724	+255%	+$557K	0.08%	60
2023 Q3	$209K	Hold	1,067	–	–	0.02%	80
2023 Q2	$216K	Buy	+1,067	New	+$205K	0.02%	79
2022 Q2	–	Sell	-1,064	Closed	-$222K	–	70
2022 Q1	$222K	Hold	1,064	–	–	0.03%	59
2021 Q4	$235K	Hold	1,064	–	–	0.03%	61
2021 Q3	$214K	Sell	1,064 -24	-2%	-$4.96K	0.03%	62
2021 Q2	$218K	Hold	1,088	–	–	0.03%	60
2021 Q1	$202K	Buy	+1,088	New	+$197K	0.03%	57
2020 Q1	–	Sell	-2,583	Closed	-$382K	–	71
2019 Q4	$382K	Buy	2,583 +1	+0%	+$141	0.07%	59
2019 Q3	$352K	Buy	2,582 +59	+2%	+$8.01K	0.07%	60
2019 Q2	$340K	Buy	2,523 +1	+0%	+$132	0.07%	60
2019 Q1	$327K	Buy	+2,522	New	+$315K	0.07%	56

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

Lutz Financial Services's VV Position: Q1 2026 in Review

Lutz Financial Services held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 3,674 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #61.

Lutz Financial Services first reported a position in VV in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.16M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Lutz Financial Services held 3,674 shares of Vanguard Large-Cap ETF worth $1.1M as of Q1 2026.
Lutz Financial Services left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Large-Cap ETF made up 0.07% of Lutz Financial Services's portfolio in Q1 2026, its #61 holding.
Lutz Financial Services first reported a position in Vanguard Large-Cap ETF in Q1 2019 and has held it in 21 quarters since.
Lutz Financial Services's Vanguard Large-Cap ETF position peaked at $1.16M in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.