Moneywise Inc’s Vanguard Large-Cap ETF VV Stock Holding History

Moneywise Inc’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	$13.6M	Sell	45,537 -2,621	-5%	-$820K	5.94%	4
2025 Q4	$15.2M	Buy	48,158 +9,404	+24%	+$2.94M	6.31%	5
2025 Q3	$11.9M	Sell	38,754 -497	-1%	-$147K	5.4%	6
2025 Q2	$11.2M	Sell	39,251 -15,813	-29%	-$4.17M	5.25%	6
2025 Q1	$14.2M	Buy	55,064 +4,156	+8%	+$1.13M	7.49%	3
2024 Q4	$13.7M	Buy	50,908 +10,040	+25%	+$2.72M	6.88%	4
2024 Q3	$10.8M	Buy	40,868 +17,110	+72%	+$4.34M	5.29%	5
2024 Q2	$5.93M	Buy	23,758 +10,629	+81%	+$2.55M	3.14%	11
2024 Q1	$3.15M	Buy	+13,129	New	+$3M	1.71%	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

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

Moneywise Inc's VV Position: Q1 2026 in Review

Moneywise Inc reduced its Vanguard Large-Cap ETF (VV) stake by 5.4% in Q1 2026, selling an estimated $820K and leaving 45,537 shares worth $13.6M. The position accounts for 5.94% of the portfolio, ranked #4.

Moneywise Inc first reported a position in VV in Q1 2024 and has held it in 9 quarters since. The position peaked at $15.2M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Moneywise Inc held 45,537 shares of Vanguard Large-Cap ETF worth $13.6M as of Q1 2026.
Moneywise Inc sold 2,621 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $820K.
Vanguard Large-Cap ETF made up 5.94% of Moneywise Inc's portfolio in Q1 2026, its #4 holding.
Moneywise Inc first reported a position in Vanguard Large-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Moneywise Inc's Vanguard Large-Cap ETF position peaked at $15.2M in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Moneywise Inc's 13F filing for Q1 2026, filed 27 Apr 2026.