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Optima Capital’s Vanguard Large-Cap ETF VV Stock Holding History

Optima Capital’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
-95
Closed -$29.9K – 1293
2025
Q4 		$29.9K Buy
+95
New +$29.7K 0.01% 373

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

Optima Capital's VV Position: Q1 2026 in Review

Optima Capital sold out of Vanguard Large-Cap ETF (VV) in Q1 2026, closing a stake of 95 shares — an estimated $29.9K sold.

Optima Capital first reported a position in VV in Q4 2025 and held it in 1 quarter. The position peaked at $29.9K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Optima Capital reported no remaining Vanguard Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 95 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $29.9K.
  • Optima Capital first reported a position in Vanguard Large-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Vanguard Large-Cap ETF position peaked at $29.9K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.