Marquette Associates’s Vanguard Large-Cap ETF VV Stock Holding History

Marquette Associates’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 Q4	–	Sell	-4,042	Closed	-$1.24M	–	36
2025 Q3	$1.24M	Sell	4,042 -124	-3%	-$36.7K	1.5%	10
2025 Q2	$1.19M	Buy	4,166 +340	+9%	+$89.6K	1.17%	12
2025 Q1	$983K	Sell	3,826 -41	-1%	-$11.1K	0.98%	12
2024 Q4	$1.04M	Buy	3,867 +1,712	+79%	+$464K	0.87%	17
2024 Q3	$569K	Sell	2,155 -2,806	-57%	-$712K	0.41%	21
2024 Q2	$1.24M	Sell	4,961 -2,526	-34%	-$607K	0.93%	17
2024 Q1	$1.8M	Buy	7,487 +6,691	+841%	+$1.53M	1.27%	18
2023 Q4	$995K	Buy	+796	New	+$163K	1%	15

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Marquette Associates's VV Position: Q4 2025 in Review

Marquette Associates sold out of Vanguard Large-Cap ETF (VV) in Q4 2025, closing a stake of 4,042 shares — an estimated $1.24M sold.

Marquette Associates first reported a position in VV in Q4 2023 and held it in 8 quarters. The position peaked at $1.8M in Q1 2024. 1,329 funds tracked by Wall St. Rank hold VV as of Q4 2025.

Marquette Associates reported no remaining Vanguard Large-Cap ETF position as of Q4 2025 after selling out during the quarter.
Marquette Associates sold 4,042 Vanguard Large-Cap ETF shares in Q4 2025, an estimated $1.24M.
Marquette Associates first reported a position in Vanguard Large-Cap ETF in Q4 2023 and held it in 8 quarters.
Marquette Associates's Vanguard Large-Cap ETF position peaked at $1.8M in Q1 2024.
1,329 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2025.

Based on Marquette Associates's 13F filing for Q4 2025, filed 17 Feb 2026.