Prosperity Consulting Group’s Vanguard Large-Cap ETF VV Stock Holding History

Prosperity Consulting 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	$1.6M	Hold	5,341	–	–	0.07%	182
2025 Q4	$1.68M	Sell	5,341 -443	-8%	-$138K	0.08%	182
2025 Q3	$1.78M	Buy	5,784 +752	+15%	+$223K	0.09%	182
2025 Q2	$1.44M	Hold	5,032	–	–	0.1%	178
2025 Q1	$1.29M	Hold	5,032	–	–	0.1%	189
2024 Q4	$1.36M	Buy	5,032 +360	+8%	+$97.5K	0.1%	192
2024 Q3	$1.23M	Buy	4,672 +39	+0.8%	+$9.89K	0.1%	205
2024 Q2	$1.16M	Buy	+4,633	New	+$1.11M	0.16%	121

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

Prosperity Consulting Group's VV Position: Q1 2026 in Review

Prosperity Consulting Group held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 5,341 shares worth $1.6M. The position accounts for 0.07% of the portfolio, ranked #182.

Prosperity Consulting Group first reported a position in VV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.78M in Q3 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Prosperity Consulting Group held 5,341 shares of Vanguard Large-Cap ETF worth $1.6M as of Q1 2026.
Prosperity Consulting Group left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Large-Cap ETF made up 0.07% of Prosperity Consulting Group's portfolio in Q1 2026, its #182 holding.
Prosperity Consulting Group first reported a position in Vanguard Large-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Prosperity Consulting Group's Vanguard Large-Cap ETF position peaked at $1.78M in Q3 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.