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Probity Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Probity Advisors’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
2025
Q1 		– Sell
-750
Closed -$202K – 238
2024
Q4 		$202K Sell
750
-381
-34% -$103K 0.04% 230
2024
Q3 		$298K Buy
+1,131
New +$287K 0.06% 196

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Probity Advisors's VV Position: Q1 2025 in Review

Probity Advisors sold out of Vanguard Large-Cap ETF (VV) in Q1 2025, closing a stake of 750 shares — an estimated $202K sold.

Probity Advisors first reported a position in VV in Q3 2024 and held it in 2 quarters. The position peaked at $298K in Q3 2024. 1,183 funds tracked by Wall St. Rank hold VV as of Q1 2025.

  • Probity Advisors reported no remaining Vanguard Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Probity Advisors sold 750 Vanguard Large-Cap ETF shares in Q1 2025, an estimated $202K.
  • Probity Advisors first reported a position in Vanguard Large-Cap ETF in Q3 2024 and held it in 2 quarters.
  • Probity Advisors's Vanguard Large-Cap ETF position peaked at $298K in Q3 2024.
  • 1,183 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2025.

Based on Probity Advisors's 13F filing for Q1 2025, filed 9 May 2025.