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Quadrant Private Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Quadrant Private Wealth Management’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 		$404K Sell
1,352
-247
-15% -$77.3K 0.06% 203
2025
Q4 		$503K Buy
1,599
+95
+6% +$29.7K 0.08% 169
2025
Q3 		$464K Sell
1,504
-71
-5% -$21K 0.08% 165
2025
Q2 		$451K Buy
1,575
+350
+29% +$92.2K 0.09% 159
2025
Q1 		$315K Buy
1,225
+297
+32% +$80.4K 0.08% 178
2024
Q4 		$250K Buy
928
+53
+6% +$14.4K 0.06% 208
2024
Q3 		$231K Buy
+875
New +$222K 0.06% 219

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 $666B 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

Quadrant Private Wealth Management's VV Position: Q1 2026 in Review

Quadrant Private Wealth Management reduced its Vanguard Large-Cap ETF (VV) stake by 15% in Q1 2026, selling an estimated $77.3K and leaving 1,352 shares worth $404K. The position accounts for 0.06% of the portfolio, ranked #203.

Quadrant Private Wealth Management first reported a position in VV in Q3 2024 and has held it in 7 quarters since. The position peaked at $503K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Quadrant Private Wealth Management held 1,352 shares of Vanguard Large-Cap ETF worth $404K as of Q1 2026.
  • Quadrant Private Wealth Management sold 247 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $77.3K.
  • Vanguard Large-Cap ETF made up 0.06% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #203 holding.
  • Quadrant Private Wealth Management first reported a position in Vanguard Large-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • Quadrant Private Wealth Management's Vanguard Large-Cap ETF position peaked at $503K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.