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Phillips Financial Management’s Vanguard Large-Cap ETF VV Stock Holding History

Phillips Financial 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 		$3.8M Sell
12,714
-4,183
-25% -$1.31M 0.28% 54
2025
Q4 		$5.32M Sell
16,897
-304
-2% -$94.9K 0.34% 49
2025
Q3 		$5.3M Sell
17,201
-171
-1% -$50.6K 0.35% 50
2025
Q2 		$4.96M Buy
17,372
+522
+3% +$138K 0.36% 51
2025
Q1 		$4.33M Sell
16,850
-236
-1% -$63.9K 0.33% 54
2024
Q4 		$4.61M Sell
17,086
-1,005
-6% -$272K 0.36% 54
2024
Q3 		$4.76M Sell
18,091
-502
-3% -$127K 0.37% 56
2024
Q2 		$4.64M Buy
18,593
+89
+0.5% +$21.4K 0.38% 55
2024
Q1 		$4.44M Sell
18,504
-192
-1% -$43.9K 0.36% 57
2023
Q4 		$4.08M Buy
18,696
+18
+0.1% +$3.68K 0.35% 55
2023
Q3 		$3.66M Sell
18,678
-2,501
-12% -$509K 0.35% 57
2023
Q2 		$4.29M Sell
21,179
-323
-2% -$61.9K 0.4% 52
2023
Q1 		$4.02M Buy
21,502
+28
+0.1% +$5.1K 0.39% 53
2022
Q4 		$3.74M Sell
21,474
-652
-3% -$114K 0.38% 53
2022
Q3 		$3.62M Sell
22,126
-231
-1% -$42K 0.4% 51
2022
Q2 		$3.85M Sell
22,357
-1,203
-5% -$226K 0.42% 47
2022
Q1 		$4.91M Buy
23,560
+755
+3% +$155K 0.46% 42
2021
Q4 		$5.04M Sell
22,805
-206
-0.9% -$44.2K 0.49% 40
2021
Q3 		$4.62M Sell
23,011
-327
-1% -$67.6K 0.48% 40
2021
Q2 		$4.68M Buy
23,338
+135
+0.6% +$26.3K 0.48% 38
2021
Q1 		$4.3M Sell
23,203
-1,073
-4% -$194K 0.53% 41
2020
Q4 		$4.27M Sell
24,276
-136
-0.6% -$22.6K 0.58% 37
2020
Q3 		$3.82M Buy
24,412
+174
+0.7% +$26.8K 0.6% 36
2020
Q2 		$3.47M Buy
24,238
+1,249
+5% +$169K 0.57% 38
2020
Q1 		$2.6M Buy
22,989
+4,796
+26% +$674K 0.52% 39
2019
Q4 		$2.69M Sell
18,193
-174
-0.9% -$24.6K 0.44% 40
2019
Q3 		$2.5M Sell
18,367
-102
-0.6% -$13.8K 0.44% 39
2019
Q2 		$2.51M Buy
18,469
+37
+0.2% +$4.89K 0.46% 39
2019
Q1 		$2.42M Sell
18,432
-155
-0.8% -$19.4K 0.46% 39
2018
Q4 		$2.13M Sell
18,587
-136
-0.7% -$16.8K 0.46% 42
2018
Q3 		$2.51M Sell
18,723
-649
-3% -$85K 0.52% 36
2018
Q2 		$2.42M Sell
19,372
-24
-0.1% -$2.98K 0.51% 37
2018
Q1 		$2.32M Sell
19,396
-210
-1% -$26.4K 0.5% 36
2017
Q4 		$2.46M Sell
19,606
-209
-1% -$25K 0.52% 36
2017
Q3 		$2.29M Sell
19,815
-161
-0.8% -$18.2K 0.5% 35
2017
Q2 		$2.27M Sell
19,976
-114
-0.6% -$12.5K 0.52% 34
2017
Q1 		$2.14M Sell
20,090
-198
-1% -$21.1K 0.52% 34
2016
Q4 		$2.11M Sell
20,288
-321
-2% -$32.1K 0.53% 34
2016
Q3 		$2.01M Sell
20,609
-188
-0.9% -$18.6K 0.53% 34
2016
Q2 		$2.06M Sell
20,797
-16
-0.1% -$1.52K 0.55% 33
2016
Q1 		$1.97M Sell
20,813
-182
-0.9% -$16.2K 0.55% 33
2015
Q4 		$1.81M Sell
20,995
-79
-0.4% -$7.44K 0.55% 33
2015
Q3 		$1.91M Buy
21,074
+500
+2% +$46.7K 0.56% 33
2015
Q2 		$2.01M Sell
20,574
-459
-2% -$44.4K 0.56% 34
2015
Q1 		$2.03M Sell
21,033
-178
-0.8% -$16.9K 0.56% 34
2014
Q4 		$1.97M Buy
21,211
+34
+0.2% +$3.14K 0.56% 36
2014
Q3 		$1.85M Sell
21,177
-364
-2% -$33.1K 0.56% 37
2014
Q2 		$1.94M Sell
21,541
-643
-3% -$56.2K 0.58% 38
2014
Q1 		$1.9M Sell
22,184
-2,318
-9% -$196K 0.6% 36
2013
Q4 		$2.06M Sell
24,502
-939
-4% -$76.4K 0.68% 33
2013
Q3 		$1.98M Sell
25,441
-850
-3% -$65.4K 0.7% 33
2013
Q2 		$2.02M Buy
+26,291
New +$1.94M 0.74% 33

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

Phillips Financial Management's VV Position: Q1 2026 in Review

Phillips Financial Management reduced its Vanguard Large-Cap ETF (VV) stake by 25% in Q1 2026, selling an estimated $1.31M and leaving 12,714 shares worth $3.8M. The position accounts for 0.28% of the portfolio, ranked #54.

Phillips Financial Management first reported a position in VV in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.32M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Phillips Financial Management held 12,714 shares of Vanguard Large-Cap ETF worth $3.8M as of Q1 2026.
  • Phillips Financial Management sold 4,183 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $1.31M.
  • Vanguard Large-Cap ETF made up 0.28% of Phillips Financial Management's portfolio in Q1 2026, its #54 holding.
  • Phillips Financial Management first reported a position in Vanguard Large-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Phillips Financial Management's Vanguard Large-Cap ETF position peaked at $5.32M in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.