PMG
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Private Management Group’s Vanguard Large-Cap ETF VV Stock Holding History

Private Management Group’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 		$1.62M Hold
5,421
– – 0.05% 189
2025
Q4 		$1.71M Sell
5,421
-300
-5% -$93.7K 0.05% 181
2025
Q3 		$1.76M Hold
5,721
– – 0.05% 174
2025
Q2 		$1.63M Hold
5,721
– – 0.05% 172
2025
Q1 		$1.47M Hold
5,721
– – 0.05% 134
2024
Q4 		$1.54M Sell
5,721
-703
-11% -$190K 0.06% 135
2024
Q3 		$1.69M Hold
6,424
– – 0.06% 131
2024
Q2 		$1.6M Buy
6,424
+408
+7% +$98K 0.06% 133
2024
Q1 		$1.44M Buy
+6,016
New +$1.38M 0.05% 136
2021
Q4 		– Sell
-2,117
Closed -$425K – 163
2021
Q3 		$425K Hold
2,117
– – 0.02% 119
2021
Q2 		$425K Hold
2,117
– – 0.02% 120
2021
Q1 		$392K Hold
2,117
– – 0.02% 116
2020
Q4 		$372K Buy
+2,117
New +$352K 0.02% 116

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 $564B 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