Marcum Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Marcum Wealth’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 Q1	$470K	Hold	1,830	–	–	0.04%	198
2024 Q4	$494K	Hold	1,830	–	–	0.04%	197
2024 Q3	$482K	Sell	1,830 -50	-3%	-$12.7K	0.04%	206
2024 Q2	$469K	Hold	1,880	–	–	0.05%	202
2024 Q1	$451K	Buy	1,880 +12	+0.6%	+$2.75K	0.05%	206
2023 Q4	$408K	Hold	1,868	–	–	0.04%	206
2023 Q3	$366K	Buy	1,868 +751	+67%	+$153K	0.04%	211
2023 Q2	$226K	Hold	1,117	–	–	0.03%	308
2023 Q1	$209K	Sell	1,117 -437	-28%	-$79.6K	0.03%	317
2022 Q4	$271K	Buy	1,554 +3	+0.2%	+$526	0.04%	259
2022 Q3	$254K	Sell	1,551 -1,713	-52%	-$311K	0.04%	261
2022 Q2	$563K	Buy	3,264 +1,786	+121%	+$335K	0.08%	142
2022 Q1	$308K	Sell	1,478 -381	-20%	-$78.3K	0.04%	240
2021 Q4	$411K	Sell	1,859 -463	-20%	-$99.3K	0.06%	196
2021 Q3	$466K	Buy	2,322 +847	+57%	+$175K	0.07%	163
2021 Q2	$296K	Buy	1,475 +1	+0.1%	+$195	0.05%	221
2021 Q1	$273K	Buy	1,474 +1	+0.1%	+$181	0.05%	234
2020 Q4	$259K	Buy	+1,473	New	+$245K	0.06%	111

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Marcum Wealth's VV Position: Q1 2025 in Review

Marcum Wealth held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q1 2025 at 1,830 shares worth $470K. The position accounts for 0.04% of the portfolio, ranked #198.

Marcum Wealth first reported a position in VV in Q4 2020 and has held it in 18 quarters since. The position peaked at $563K in Q2 2022. 1,183 funds tracked by Wall St. Rank hold VV as of Q1 2025.

Marcum Wealth held 1,830 shares of Vanguard Morningstar Large-Cap ETF worth $470K as of Q1 2025.
Marcum Wealth left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q1 2025.
Vanguard Morningstar Large-Cap ETF made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #198 holding.
Marcum Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 18 quarters since.
Marcum Wealth's Vanguard Morningstar Large-Cap ETF position peaked at $563K in Q2 2022.
1,183 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.