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

Modern 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	$24.7M	Sell	81,967 -5,748	-7%	-$1.8M	0.42%	62
2025 Q4	$27.6M	Sell	87,715 -2	-0%	-$625	0.5%	49
2025 Q3	$27M	Sell	87,717 -598	-0.7%	-$177K	0.53%	50
2025 Q2	$25.2M	Sell	88,315 -3,335	-4%	-$879K	0.62%	38
2025 Q1	$23.6M	Buy	+91,650	New	+$24.8M	0.75%	28

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

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

Modern Wealth Management reduced its Vanguard Large-Cap ETF (VV) stake by 6.6% in Q1 2026, selling an estimated $1.8M and leaving 81,967 shares worth $24.7M. The position accounts for 0.42% of the portfolio, ranked #62.

Modern Wealth Management first reported a position in VV in Q1 2025 and has held it in 5 quarters since. The position peaked at $27.6M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Modern Wealth Management held 81,967 shares of Vanguard Large-Cap ETF worth $24.7M as of Q1 2026.
Modern Wealth Management sold 5,748 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $1.8M.
Vanguard Large-Cap ETF made up 0.42% of Modern Wealth Management's portfolio in Q1 2026, its #62 holding.
Modern Wealth Management first reported a position in Vanguard Large-Cap ETF in Q1 2025 and has held it in 5 quarters since.
Modern Wealth Management's Vanguard Large-Cap ETF position peaked at $27.6M in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.