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MASECO Private Wealth’s Vanguard Large-Cap ETF VV Stock Holding History

MASECO Private 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
2026
Q1 		$1.75M Buy
5,869
+139
+2% +$43.5K 0.06% 50
2025
Q4 		$1.8M Buy
+5,730
New +$1.79M 0.08% 43
2025
Q3 		– Sell
-4,889
Closed -$1.39M – 519
2025
Q2 		$1.39M Buy
+4,889
New +$1.29M 0.05% 55

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MASECO Private Wealth's VV Position: Q1 2026 in Review

MASECO Private Wealth increased its Vanguard Large-Cap ETF (VV) stake by 2.4% in Q1 2026, buying an estimated $43.5K and bringing the position to 5,869 shares worth $1.75M. The position accounts for 0.06% of the portfolio, ranked #50.

MASECO Private Wealth first reported a position in VV in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.8M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • MASECO Private Wealth held 5,869 shares of Vanguard Large-Cap ETF worth $1.75M as of Q1 2026.
  • MASECO Private Wealth bought 139 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $43.5K.
  • Vanguard Large-Cap ETF made up 0.06% of MASECO Private Wealth's portfolio in Q1 2026, its #50 holding.
  • MASECO Private Wealth first reported a position in Vanguard Large-Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • MASECO Private Wealth's Vanguard Large-Cap ETF position peaked at $1.8M in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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