Maridea Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Maridea Wealth Management’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	$1.19M	Sell	3,978 -316	-7%	-$98.9K	0.17%	140
2025 Q4	$1.35M	Sell	4,294 -300	-7%	-$93.7K	0.2%	124
2025 Q3	$1.43M	Buy	4,594 +99	+2%	+$29.3K	0.22%	109
2025 Q2	$1.28M	Buy	4,495 +1,076	+31%	+$284K	0.33%	64
2025 Q1	$879K	Sell	3,419 -330	-9%	-$89.4K	0.29%	66
2024 Q4	$1.01M	Buy	+3,749	New	+$1.02M	0.33%	53

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

Maridea Wealth Management's VV Position: Q1 2026 in Review

Maridea Wealth Management reduced its Vanguard Large-Cap ETF (VV) stake by 7.4% in Q1 2026, selling an estimated $98.9K and leaving 3,978 shares worth $1.19M. The position accounts for 0.17% of the portfolio, ranked #140.

Maridea Wealth Management first reported a position in VV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.43M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Maridea Wealth Management held 3,978 shares of Vanguard Large-Cap ETF worth $1.19M as of Q1 2026.
Maridea Wealth Management sold 316 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $98.9K.
Vanguard Large-Cap ETF made up 0.17% of Maridea Wealth Management's portfolio in Q1 2026, its #140 holding.
Maridea Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Maridea Wealth Management's Vanguard Large-Cap ETF position peaked at $1.43M in Q3 2025.
1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.