Novak & Powell Financial Services’s Vanguard Large-Cap ETF VV Stock Holding History

Novak & Powell Financial 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
2026 Q1	$8.56M	Sell	28,637 -4	-0%	-$1.25K	4.61%	4
2025 Q4	$9.02M	Sell	28,641 -560	-2%	-$175K	4.7%	4
2025 Q3	$8.99M	Buy	29,201 +532	+2%	+$158K	4.73%	4
2025 Q2	$8.18M	Sell	28,669 -1,233	-4%	-$325K	5.67%	3
2025 Q1	$7.69M	Buy	29,902 +432	+1%	+$117K	4.78%	4
2024 Q4	$8.34M	Buy	29,470 +498	+2%	+$135K	4.96%	4
2024 Q3	$7.63M	Sell	28,972 -1,858	-6%	-$471K	4.42%	4
2024 Q2	$7.7M	Buy	30,830 +299	+1%	+$71.8K	4.78%	3
2024 Q1	$7.1M	Sell	30,531 -733	-2%	-$168K	5.31%	2
2023 Q4	$6.82M	Buy	+31,264	New	+$6.39M	4.55%	4

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

Novak & Powell Financial Services's VV Position: Q1 2026 in Review

Novak & Powell Financial Services reduced its Vanguard Large-Cap ETF (VV) stake by 0.01% in Q1 2026, selling an estimated $1.25K and leaving 28,637 shares worth $8.56M. The position accounts for 4.61% of the portfolio, ranked #4.

Novak & Powell Financial Services first reported a position in VV in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.02M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Novak & Powell Financial Services held 28,637 shares of Vanguard Large-Cap ETF worth $8.56M as of Q1 2026.
Novak & Powell Financial Services sold 4 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $1.25K.
Vanguard Large-Cap ETF made up 4.61% of Novak & Powell Financial Services's portfolio in Q1 2026, its #4 holding.
Novak & Powell Financial Services first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's Vanguard Large-Cap ETF position peaked at $9.02M in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.