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

Pure Financial 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
2026 Q1	$37.9M	Sell	126,833 -2,498	-2%	-$782K	0.54%	33
2025 Q4	$40.7M	Buy	129,331 +667	+0.5%	+$208K	0.6%	30
2025 Q3	$39.6M	Sell	128,664 -525	-0.4%	-$155K	0.63%	30
2025 Q2	$36.9M	Buy	129,189 +2,552	+2%	+$672K	0.65%	30
2025 Q1	$32.5M	Buy	126,637 +878	+0.7%	+$238K	0.68%	30
2024 Q4	$33.9M	Buy	125,759 +805	+0.6%	+$218K	0.77%	26
2024 Q3	$32.9M	Sell	124,954 -9,095	-7%	-$2.31M	0.79%	26
2024 Q2	$33.5M	Sell	134,049 -4,362	-3%	-$1.05M	0.93%	25
2024 Q1	$33.2M	Sell	138,411 -4,243	-3%	-$971K	1.04%	21
2023 Q4	$31.1M	Sell	142,654 -8,599	-6%	-$1.76M	1.07%	21
2023 Q3	$29.6M	Sell	151,253 -1,299	-0.9%	-$265K	1.21%	21
2023 Q2	$30.9M	Sell	152,552 -13,628	-8%	-$2.61M	1.31%	19
2023 Q1	$31M	Sell	166,180 -296	-0.2%	-$53.9K	1.44%	18
2022 Q4	$29M	Buy	166,476 +3,948	+2%	+$693K	1.5%	18
2022 Q3	$26.6M	Sell	162,528 -2,491	-2%	-$453K	1.55%	17
2022 Q2	$28.4M	Buy	165,019 +3,037	+2%	+$570K	1.76%	14
2022 Q1	$33.8M	Buy	161,982 +158,779	+4,957%	+$32.6M	1.55%	15
2021 Q4	$708K	Sell	3,203 -81	-2%	-$17.4K	0.04%	119
2021 Q3	$660K	Buy	3,284 +28	+0.9%	+$5.79K	0.05%	115
2021 Q2	$654K	Buy	3,256 +53	+2%	+$10.3K	0.05%	114
2021 Q1	$594K	Hold	3,203	–	–	0.06%	115
2020 Q4	$563K	Sell	3,203 -163	-5%	-$27.1K	0.07%	114
2020 Q3	$527K	Buy	+3,366	New	+$519K	0.08%	100

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

Pure Financial Advisors's VV Position: Q1 2026 in Review

Pure Financial Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 1.9% in Q1 2026, selling an estimated $782K and leaving 126,833 shares worth $37.9M. The position accounts for 0.54% of the portfolio, ranked #33.

Pure Financial Advisors first reported a position in VV in Q3 2020 and has held it in 23 quarters since. The position peaked at $40.7M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Pure Financial Advisors held 126,833 shares of Vanguard Large-Cap ETF worth $37.9M as of Q1 2026.
Pure Financial Advisors sold 2,498 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $782K.
Vanguard Large-Cap ETF made up 0.54% of Pure Financial Advisors's portfolio in Q1 2026, its #33 holding.
Pure Financial Advisors first reported a position in Vanguard Large-Cap ETF in Q3 2020 and has held it in 23 quarters since.
Pure Financial Advisors's Vanguard Large-Cap ETF position peaked at $40.7M in Q4 2025.
1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.