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O'Shaughnessy Asset Management’s Vanguard Large-Cap ETF VV Stock Holding History

O'Shaughnessy Asset 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 		$13.4M Buy
44,677
+26,541
+146% +$8.3M 0.07% 317
2025
Q4 		$5.71M Buy
18,136
+84
+0.5% +$26.2K 0.03% 482
2025
Q3 		$5.56M Buy
18,052
+2,312
+15% +$685K 0.03% 481
2025
Q2 		$4.49M Buy
15,740
+2,169
+16% +$571K 0.03% 502
2025
Q1 		$3.49M Sell
13,571
-1,004
-7% -$272K 0.03% 523
2024
Q4 		$3.93M Sell
14,575
-166
-1% -$45K 0.03% 467
2024
Q3 		$3.96M Buy
14,741
+2,546
+21% +$646K 0.04% 454
2024
Q2 		$3.04M Buy
12,195
+4,869
+66% +$1.17M 0.03% 491
2024
Q1 		$1.76M Buy
7,326
+956
+15% +$219K 0.02% 623
2023
Q4 		$1.39M Buy
6,370
+5,251
+469% +$1.07M 0.02% 640
2023
Q3 		$219K Buy
1,119
+205
+22% +$41.7K ﹤0.01% 1244
2023
Q2 		$185K Buy
914
+64
+8% +$12.3K ﹤0.01% 1218
2023
Q1 		$159K Buy
850
+88
+12% +$16K ﹤0.01% 1228
2022
Q4 		$133K Buy
762
+668
+711% +$117K ﹤0.01% 1166
2022
Q3 		$15K Buy
94
+86
+1,075% +$15.6K ﹤0.01% 1282
2022
Q2 		$1K Hold
8
– – ﹤0.01% 1243
2022
Q1 		$2K Buy
+8
New +$1.64K ﹤0.01% 1259
2018
Q4 		– Sell
-171
Closed -$23K – 1026
2018
Q3 		$23K Buy
+171
New +$22.4K ﹤0.01% 756

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

O'Shaughnessy Asset Management's VV Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its Vanguard Large-Cap ETF (VV) stake by 146% in Q1 2026, buying an estimated $8.3M and bringing the position to 44,677 shares worth $13.4M. The position accounts for 0.07% of the portfolio, ranked #317.

O'Shaughnessy Asset Management first reported a position in VV in Q3 2018 and has held it in 18 quarters since. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • O'Shaughnessy Asset Management held 44,677 shares of Vanguard Large-Cap ETF worth $13.4M as of Q1 2026.
  • O'Shaughnessy Asset Management bought 26,541 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $8.3M.
  • Vanguard Large-Cap ETF made up 0.07% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #317 holding.
  • O'Shaughnessy Asset Management first reported a position in Vanguard Large-Cap ETF in Q3 2018 and has held it in 18 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.