McClarren Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

McClarren Financial Advisors’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	$2.69M	Buy	9,003 +5,817	+183%	+$1.82M	1.59%	16
2025 Q4	$2.83M	Sell	3,186 -5,904	-65%	-$1.84M	1.69%	16
2025 Q3	$2.85M	Sell	9,090 -235	-3%	-$69.6K	1.74%	16
2025 Q2	$2.66M	Sell	9,325 -48	-0.5%	-$12.6K	1.73%	15
2025 Q1	$2.5M	Buy	+9,373	New	+$2.54M	1.65%	15
2024 Q4	–	Sell	-9,329	Closed	-$5.54K	–	320
2024 Q3	$5.54K	Buy	9,329 +6,584	+240%	+$1.67M	0.7%	17
2024 Q2	$2.4M	Sell	2,745 -7,180	-72%	-$1.72M	1.68%	14
2024 Q1	$2.38M	Buy	9,925 +29	+0.3%	+$6.63K	1.71%	14
2023 Q4	$2.16M	Buy	9,896 +1,697	+21%	+$347K	1.64%	14
2023 Q3	$1.6M	Sell	8,199 -29	-0.4%	-$5.91K	1.4%	14
2023 Q2	$1.67M	Buy	8,228 +35	+0.4%	+$6.71K	1.38%	14
2023 Q1	$1.53M	Buy	8,193 +711	+10%	+$129K	1.39%	14
2022 Q4	$1.3M	Buy	7,482 +125	+2%	+$21.9K	1.24%	17
2022 Q3	$1.2M	Buy	7,357 +2,979	+68%	+$542K	1.2%	15
2022 Q2	$754K	Sell	4,378 -2,919	-40%	-$548K	2.41%	13
2022 Q1	$1.52M	Buy	7,297 +17	+0.2%	+$3.49K	1.1%	16
2021 Q4	$1.61M	Sell	7,280 -105	-1%	-$22.5K	1.1%	16
2021 Q3	$1.48M	Buy	7,385 +23	+0.3%	+$4.75K	1.16%	16
2021 Q2	$1.48M	Sell	7,362 -1,900	-21%	-$371K	1.2%	15
2021 Q1	$1.72M	Buy	9,262 +31	+0.3%	+$5.62K	1.53%	13
2020 Q4	$1.62M	Buy	+9,231	New	+$1.53M	1.56%	13

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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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