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Nova R Wealth’s Vanguard Large-Cap ETF VV Stock Holding History

Nova R Wealth’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 		– Sell
-1,035
Closed -$326K – 92
2025
Q4 		$326K Hold
1,035
– – 0.12% 69
2025
Q3 		$319K Buy
+1,035
New +$306K 0.14% 65

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

Nova R Wealth's VV Position: Q1 2026 in Review

Nova R Wealth sold out of Vanguard Large-Cap ETF (VV) in Q1 2026, closing a stake of 1,035 shares — an estimated $326K sold.

Nova R Wealth first reported a position in VV in Q3 2025 and held it in 2 quarters. The position peaked at $326K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Nova R Wealth reported no remaining Vanguard Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Nova R Wealth sold 1,035 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $326K.
  • Nova R Wealth first reported a position in Vanguard Large-Cap ETF in Q3 2025 and held it in 2 quarters.
  • Nova R Wealth's Vanguard Large-Cap ETF position peaked at $326K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Nova R Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.