Nicolet Advisory Services’s Vanguard Large-Cap ETF VV Stock Holding History

Nicolet Advisory Services’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
2025 Q4	$818K	Buy	2,551 +165	+7%	+$51.5K	0.06%	168
2025 Q3	$738K	Buy	2,386 +587	+33%	+$174K	0.06%	171
2025 Q2	$517K	Buy	1,799 +130	+8%	+$34.3K	0.04%	209
2025 Q1	$403K	Sell	1,669 -236	-12%	-$63.9K	0.04%	225
2024 Q4	$510K	Sell	1,905 -53	-3%	-$14.4K	0.05%	195
2024 Q3	$510K	Buy	1,958 +2	+0.1%	+$507	0.05%	198
2024 Q2	$504K	Hold	1,956	–	–	0.05%	193
2024 Q1	$466K	Hold	1,956	–	–	0.05%	192
2023 Q4	$421K	Hold	1,956	–	–	0.05%	188
2023 Q3	$380K	Hold	1,956	–	–	0.04%	188
2023 Q2	$393K	Sell	1,956 -2	-0.1%	-$383	0.04%	189
2023 Q1	$366K	Buy	1,958 +339	+21%	+$61.7K	0.04%	187
2022 Q4	$292K	Buy	+1,619	New	+$284K	0.04%	183
2020 Q3	–	Sell	-2,332	Closed	-$333K	–	214
2020 Q2	$333K	Sell	2,332 -11,143	-83%	-$1.51M	0.05%	143
2020 Q1	$1.6M	Buy	13,475 +10,680	+382%	+$1.5M	0.28%	58
2019 Q4	$413K	Sell	2,795 -351	-11%	-$49.7K	0.06%	115
2019 Q3	$429K	Sell	3,146 -193	-6%	-$26.2K	0.07%	106
2019 Q2	$450K	Buy	+3,339	New	+$442K	0.07%	93

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Nicolet Advisory Services's VV Position: Q4 2025 in Review

Nicolet Advisory Services increased its Vanguard Large-Cap ETF (VV) stake by 6.9% in Q4 2025, buying an estimated $51.5K and bringing the position to 2,551 shares worth $818K. The position accounts for 0.06% of the portfolio, ranked #168.

Nicolet Advisory Services first reported a position in VV in Q2 2019 and has held it in 18 quarters since. The position peaked at $1.6M in Q1 2020. 1,329 funds tracked by Wall St. Rank hold VV as of Q4 2025.

Nicolet Advisory Services held 2,551 shares of Vanguard Large-Cap ETF worth $818K as of Q4 2025.
Nicolet Advisory Services bought 165 Vanguard Large-Cap ETF shares in Q4 2025, an estimated $51.5K.
Vanguard Large-Cap ETF made up 0.06% of Nicolet Advisory Services's portfolio in Q4 2025, its #168 holding.
Nicolet Advisory Services first reported a position in Vanguard Large-Cap ETF in Q2 2019 and has held it in 18 quarters since.
Nicolet Advisory Services's Vanguard Large-Cap ETF position peaked at $1.6M in Q1 2020.
1,329 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.