Prospect Financial Group’s Vanguard Large-Cap ETF VV Stock Holding History

Prospect Financial 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	$308K	Sell	1,029 -80	-7%	-$25K	0.28%	46
2025 Q4	$349K	Hold	1,109	–	–	0.32%	43
2025 Q3	$342K	Hold	1,109	–	–	0.33%	43
2025 Q2	$317K	Hold	1,109	–	–	0.33%	43
2025 Q1	$285K	Hold	1,109	–	–	0.36%	45
2024 Q4	$299K	Buy	+1,109	New	+$301K	0.37%	42

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

Prospect Financial Group's VV Position: Q1 2026 in Review

Prospect Financial Group reduced its Vanguard Large-Cap ETF (VV) stake by 7.2% in Q1 2026, selling an estimated $25K and leaving 1,029 shares worth $308K. The position accounts for 0.28% of the portfolio, ranked #46.

Prospect Financial Group first reported a position in VV in Q4 2024 and has held it in 6 quarters since. The position peaked at $349K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Prospect Financial Group held 1,029 shares of Vanguard Large-Cap ETF worth $308K as of Q1 2026.
Prospect Financial Group sold 80 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $25K.
Vanguard Large-Cap ETF made up 0.28% of Prospect Financial Group's portfolio in Q1 2026, its #46 holding.
Prospect Financial Group first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Prospect Financial Group's Vanguard Large-Cap ETF position peaked at $349K in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Prospect Financial Group's 13F filing for Q1 2026, filed 6 May 2026.