PGIM Custom Harvest’s Vanguard Large-Cap ETF VV Stock Holding History

PGIM Custom Harvest’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	$403K	Hold	1,350	–	–	0.01%	200
2025 Q4	$425K	Buy	1,350 +81	+6%	+$25.3K	0.01%	186
2025 Q3	$391K	Hold	1,269	–	–	0.01%	181
2025 Q2	$362K	Buy	1,269 +118	+10%	+$31.1K	0.01%	179
2025 Q1	$296K	Hold	1,151	–	–	0.01%	195
2024 Q4	$310K	Hold	1,151	–	–	0.01%	199
2024 Q3	$303K	Hold	1,151	–	–	0.01%	192
2024 Q2	$287K	Buy	+1,151	New	+$276K	0.01%	186
2021 Q3	$227K	Buy	+1,128	New	+$233K	0.03%	179

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

PGIM Custom Harvest's VV Position: Q1 2026 in Review

PGIM Custom Harvest held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 1,350 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #200.

PGIM Custom Harvest first reported a position in VV in Q3 2021 and has held it in 9 quarters since. The position peaked at $425K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

PGIM Custom Harvest held 1,350 shares of Vanguard Large-Cap ETF worth $403K as of Q1 2026.
PGIM Custom Harvest left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Large-Cap ETF made up 0.01% of PGIM Custom Harvest's portfolio in Q1 2026, its #200 holding.
PGIM Custom Harvest first reported a position in Vanguard Large-Cap ETF in Q3 2021 and has held it in 9 quarters since.
PGIM Custom Harvest's Vanguard Large-Cap ETF position peaked at $425K in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on PGIM Custom Harvest's 13F filing for Q1 2026, filed 13 May 2026.