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NorthRock Partners’s Vanguard Large-Cap ETF VV Stock Holding History

NorthRock Partners’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 		$1.1M Buy
3,676
+602
+20% +$188K 0.02% 280
2025
Q4 		$968K Buy
3,074
+974
+46% +$304K 0.02% 281
2025
Q3 		$646K Buy
2,100
+426
+25% +$126K 0.01% 459
2025
Q2 		$479K Sell
1,674
-24
-1% -$6.32K 0.01% 409
2025
Q1 		$436K Sell
1,698
-427
-20% -$116K 0.01% 378
2024
Q4 		$573K Buy
2,125
+135
+7% +$36.6K 0.02% 321
2024
Q3 		$526K Buy
1,990
+1,759
+761% +$446K 0.02% 359
2024
Q2 		$57.9K Buy
+231
New +$55.5K ﹤0.01% 655
2020
Q4 		– Sell
-1,773
Closed -$277K – 254
2020
Q3 		$277K Buy
1,773
+11
+0.6% +$1.7K 0.03% 173
2020
Q2 		$252K Sell
1,762
-1,704
-49% -$230K 0.03% 174
2020
Q1 		$410K Buy
3,466
+10
+0.3% +$1.41K 0.06% 122
2019
Q4 		$511K Buy
3,456
+1,746
+102% +$247K 0.05% 149
2019
Q3 		$233K Buy
+1,710
New +$232K 0.03% 187

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

NorthRock Partners's VV Position: Q1 2026 in Review

NorthRock Partners increased its Vanguard Large-Cap ETF (VV) stake by 20% in Q1 2026, buying an estimated $188K and bringing the position to 3,676 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #280.

NorthRock Partners first reported a position in VV in Q3 2019 and has held it in 13 quarters since. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • NorthRock Partners held 3,676 shares of Vanguard Large-Cap ETF worth $1.1M as of Q1 2026.
  • NorthRock Partners bought 602 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $188K.
  • Vanguard Large-Cap ETF made up 0.02% of NorthRock Partners's portfolio in Q1 2026, its #280 holding.
  • NorthRock Partners first reported a position in Vanguard Large-Cap ETF in Q3 2019 and has held it in 13 quarters since.
  • 1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.