Opes Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Opes Wealth Management’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	$327K	Hold	1,093	–	–	0.05%	112
2025 Q4	$344K	Hold	1,093	–	–	0.06%	117
2025 Q3	$336K	Hold	1,093	–	–	0.06%	111
2025 Q2	$312K	Sell	1,093 -75	-6%	-$19.8K	0.06%	118
2025 Q1	$300K	Buy	+1,168	New	+$316K	0.06%	117
2024 Q2	–	Sell	-1,214	Closed	-$291K	–	139
2024 Q1	$291K	Buy	+1,214	New	+$278K	0.07%	108

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

Opes Wealth Management's VV Position: Q1 2026 in Review

Opes Wealth Management held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 1,093 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #112.

Opes Wealth Management first reported a position in VV in Q1 2024 and has held it in 6 quarters since. The position peaked at $344K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Opes Wealth Management held 1,093 shares of Vanguard Large-Cap ETF worth $327K as of Q1 2026.
Opes Wealth Management left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Large-Cap ETF made up 0.05% of Opes Wealth Management's portfolio in Q1 2026, its #112 holding.
Opes Wealth Management first reported a position in Vanguard Large-Cap ETF in Q1 2024 and has held it in 6 quarters since.
Opes Wealth Management's Vanguard Large-Cap ETF position peaked at $344K in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.