M3 Advisory Group’s Vanguard Large-Cap ETF VV Stock Holding History

M3 Advisory Group’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	$282K	Buy	945 +3	+0.3%	+$939	0.17%	99
2025 Q4	$296K	Buy	942 +5	+0.5%	+$1.56K	0.18%	91
2025 Q3	$288K	Buy	937 +3	+0.3%	+$888	0.18%	98
2025 Q2	$266K	Buy	+934	New	+$246K	0.18%	102

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

M3 Advisory Group's VV Position: Q1 2026 in Review

M3 Advisory Group increased its Vanguard Large-Cap ETF (VV) stake by 0.32% in Q1 2026, buying an estimated $939 and bringing the position to 945 shares worth $282K. The position accounts for 0.17% of the portfolio, ranked #99.

M3 Advisory Group first reported a position in VV in Q2 2025 and has held it in 4 quarters since. The position peaked at $296K in Q4 2025. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

M3 Advisory Group held 945 shares of Vanguard Large-Cap ETF worth $282K as of Q1 2026.
M3 Advisory Group bought 3 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $939.
Vanguard Large-Cap ETF made up 0.17% of M3 Advisory Group's portfolio in Q1 2026, its #99 holding.
M3 Advisory Group first reported a position in Vanguard Large-Cap ETF in Q2 2025 and has held it in 4 quarters since.
M3 Advisory Group's Vanguard Large-Cap ETF position peaked at $296K in Q4 2025.
1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.