My Personal CFO LLC’s Vanguard Large-Cap ETF VV Stock Holding History

My Personal CFO LLC’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	$416K	Hold	1,391	–	–	0.18%	63
2025 Q4	$438K	Buy	+1,391	New	+$434K	0.18%	67
2025 Q3	–	Sell	-1,391	Closed	-$397K	–	152
2025 Q2	$397K	Hold	1,391	–	–	0.18%	68
2025 Q1	$357K	Buy	1,391 +2	+0.1%	+$542	0.18%	67
2024 Q4	$375K	Buy	1,389 +3	+0.2%	+$813	0.19%	68
2024 Q3	$365K	Buy	1,386 +1	+0.1%	+$254	0.2%	67
2024 Q2	$346K	Hold	1,385	–	–	0.18%	76
2024 Q1	$332K	Buy	1,385 +2	+0.1%	+$458	0.19%	75
2023 Q4	$302K	Buy	+1,383	New	+$283K	0.2%	78
2023 Q1	–	Sell	-931	Closed	-$162K	–	812
2022 Q4	$162K	Buy	+931	New	+$163K	0.15%	74
2022 Q1	–	Sell	-931	Closed	-$206K	–	62
2021 Q4	$206K	Buy	+931	New	+$200K	0.18%	60

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

My Personal CFO LLC's VV Position: Q1 2026 in Review

My Personal CFO LLC held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 1,391 shares worth $416K. The position accounts for 0.18% of the portfolio, ranked #63.

My Personal CFO LLC first reported a position in VV in Q4 2021 and has held it in 11 quarters since. The position peaked at $438K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

My Personal CFO LLC held 1,391 shares of Vanguard Large-Cap ETF worth $416K as of Q1 2026.
My Personal CFO LLC left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Large-Cap ETF made up 0.18% of My Personal CFO LLC's portfolio in Q1 2026, its #63 holding.
My Personal CFO LLC first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 11 quarters since.
My Personal CFO LLC's Vanguard Large-Cap ETF position peaked at $438K in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.