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

MY 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 		$327K Buy
1,272
+111
+10% +$34.7K 0.32% 21
2025
Q4 		$365K Sell
1,161
-26
-2% -$8.12K 0.32% 27
2025
Q3 		$365K Sell
1,187
-4
-0.3% -$1.18K 0.32% 26
2025
Q2 		$340K Sell
1,191
-81
-6% -$21.3K 0.33% 24
2025
Q1 		$334K Buy
1,272
+39
+3% +$10.6K 0.32% 21
2024
Q4 		$333K Sell
1,233
-7
-0.6% -$1.9K 0.33% 21
2024
Q3 		$326K Hold
1,240
– – 0.33% 21
2024
Q2 		$310K Buy
+1,240
New +$298K 0.35% 23
2024
Q1 		– Sell
-1,978
Closed -$432K – 30
2023
Q4 		$432K Hold
1,978
– – 0.41% 19
2023
Q3 		$387K Sell
1,978
-46
-2% -$9.37K 0.38% 23
2023
Q2 		$410K Sell
2,024
-121
-6% -$23.2K 0.37% 23
2023
Q1 		$401K Sell
2,145
-8
-0.4% -$1.46K 0.4% 23
2022
Q4 		$375K Sell
2,153
-83,125
-97% -$14.6M 0.57% 21
2022
Q3 		$13.9M Sell
85,278
-312
-0.4% -$56.7K 14.96% 1
2022
Q2 		$14.8M Buy
85,590
+137
+0.2% +$25.7K 15.93% 1
2022
Q1 		$17.8M Buy
85,453
+34,997
+69% +$7.19M 16.51% 1
2021
Q4 		$11.2M Buy
+50,456
New +$10.8M 9.8% 2

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

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

MY Wealth Management increased its Vanguard Large-Cap ETF (VV) stake by 9.6% in Q1 2026, buying an estimated $34.7K and bringing the position to 1,272 shares worth $327K. The position accounts for 0.32% of the portfolio, ranked #21.

MY Wealth Management first reported a position in VV in Q4 2021 and has held it in 17 quarters since. The position peaked at $17.8M in Q1 2022. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • MY Wealth Management held 1,272 shares of Vanguard Large-Cap ETF worth $327K as of Q1 2026.
  • MY Wealth Management bought 111 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $34.7K.
  • Vanguard Large-Cap ETF made up 0.32% of MY Wealth Management's portfolio in Q1 2026, its #21 holding.
  • MY Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • MY Wealth Management's Vanguard Large-Cap ETF position peaked at $17.8M in Q1 2022.
  • 1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.