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

Obermeyer Wealth 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	$3.13M	Sell	10,489 -46	-0.4%	-$14.4K	0.14%	57
2025 Q4	$3.32M	Buy	10,535 +46	+0.4%	+$14.4K	0.15%	58
2025 Q3	$3.23M	Hold	10,489	–	–	0.15%	56
2025 Q2	$2.99M	Hold	10,489	–	–	0.15%	58
2025 Q1	$2.7M	Sell	10,489 -15	-0.1%	-$4.06K	0.14%	59
2024 Q4	$2.83M	Hold	10,504	–	–	0.15%	57
2024 Q3	$2.77M	Hold	10,504	–	–	0.15%	58
2024 Q2	$2.62M	Hold	10,504	–	–	0.15%	58
2024 Q1	$2.52M	Hold	10,504	–	–	0.15%	57
2023 Q4	$2.29M	Hold	10,504	–	–	0.16%	45
2023 Q3	$2.06M	Hold	10,504	–	–	0.15%	42
2023 Q2	$2.13M	Hold	10,504	–	–	0.15%	46
2023 Q1	$1.96M	Buy	10,504 +8,893	+552%	+$1.62M	0.15%	52
2022 Q4	$281K	Buy	1,611 +344	+27%	+$60.4K	0.02%	170
2022 Q3	$207K	Buy	+1,267	New	+$230K	0.02%	194

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

Obermeyer Wealth Partners's VV Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its Vanguard Large-Cap ETF (VV) stake by 0.44% in Q1 2026, selling an estimated $14.4K and leaving 10,489 shares worth $3.13M. The position accounts for 0.14% of the portfolio, ranked #57.

Obermeyer Wealth Partners first reported a position in VV in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.32M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Obermeyer Wealth Partners held 10,489 shares of Vanguard Large-Cap ETF worth $3.13M as of Q1 2026.
Obermeyer Wealth Partners sold 46 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $14.4K.
Vanguard Large-Cap ETF made up 0.14% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #57 holding.
Obermeyer Wealth Partners first reported a position in Vanguard Large-Cap ETF in Q3 2022 and has held it in 15 quarters since.
Obermeyer Wealth Partners's Vanguard Large-Cap ETF position peaked at $3.32M in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.