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

Regal Investment 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 		$568K Sell
1,901
-34
-2% -$10.6K 0.03% 402
2025
Q4 		$609K Sell
1,935
-14
-0.7% -$4.37K 0.04% 375
2025
Q3 		$600K Buy
1,949
+53
+3% +$15.7K 0.04% 350
2025
Q2 		$541K Buy
1,896
+381
+25% +$100K 0.04% 334
2025
Q1 		$389K Buy
1,515
+4
+0.3% +$1.08K 0.03% 361
2024
Q4 		$408K Buy
1,511
+1
+0.1% +$271 0.03% 362
2024
Q3 		$398K Buy
1,510
+1
+0.1% +$254 0.03% 389
2024
Q2 		$377K Sell
1,509
-1
-0.1% -$240 0.02% 411
2024
Q1 		$362K Hold
1,510
– – 0.02% 420
2023
Q4 		$329K Buy
1,510
+9
+0.6% +$1.84K 0.02% 401
2023
Q3 		$294K Sell
1,501
-20
-1% -$4.07K 0.02% 395
2023
Q2 		$308K Hold
1,521
– – 0.03% 389
2023
Q1 		$284K Buy
1,521
+1
+0.1% +$182 0.03% 410
2022
Q4 		$265K Sell
1,520
-191
-11% -$33.5K 0.03% 407
2022
Q3 		$280K Buy
1,711
+236
+16% +$42.9K 0.03% 380
2022
Q2 		$254K Buy
1,475
+1
+0.1% +$188 0.03% 406
2022
Q1 		$307K Sell
1,474
-135
-8% -$27.7K 0.03% 402
2021
Q4 		$356K Buy
1,609
+1
+0.1% +$214 0.03% 392
2021
Q3 		$323K Buy
1,608
+1
+0.1% +$207 0.03% 402
2021
Q2 		$323K Buy
+1,607
New +$314K 0.03% 396
2021
Q1 		– Sell
-1,531
Closed -$269K – 428
2020
Q4 		$269K Buy
+1,531
New +$254K 0.03% 384
2020
Q3 		– Sell
-1,661
Closed -$238K – 298
2020
Q2 		$238K Buy
+1,661
New +$225K 0.04% 280
2020
Q1 		– Sell
-1,391
Closed -$206K – 309
2019
Q4 		$206K Buy
+1,391
New +$197K 0.04% 317
2018
Q2 		– Sell
-1,785
Closed -$216K – 320
2018
Q1 		$216K Buy
1,785
+1
+0.1% +$126 0.05% 284
2017
Q4 		$219K Buy
+1,784
New +$213K 0.05% 264
2015
Q4 		– Sell
-1,353
Closed -$119K – 875
2015
Q3 		$119K Sell
1,353
-149
-10% -$13.9K 0.03% 320
2015
Q2 		$142K Hold
1,502
– – 0.04% 288
2015
Q1 		$143K Buy
1,502
+3
+0.2% +$285 0.04% 289
2014
Q4 		$141K Sell
1,499
-329
-18% -$30.4K 0.04% 261
2014
Q3 		$165K Buy
1,828
+438
+32% +$39.8K 0.05% 241
2014
Q2 		$125K Hold
1,390
– – 0.04% 252
2014
Q1 		$120K Buy
1,390
+1,310
+1,638% +$111K 0.05% 242
2013
Q4 		$7K Sell
80
-1,310
-94% -$107K ﹤0.01% 643
2013
Q3 		$108K Hold
1,390
– – 0.06% 229
2013
Q2 		$102K Buy
+1,390
New +$102K 0.06% 229

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

Regal Investment Advisors's VV Position: Q1 2026 in Review

Regal Investment Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 1.8% in Q1 2026, selling an estimated $10.6K and leaving 1,901 shares worth $568K. The position accounts for 0.03% of the portfolio, ranked #402.

Regal Investment Advisors first reported a position in VV in Q2 2013 and has held it in 35 quarters since. The position peaked at $609K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Regal Investment Advisors held 1,901 shares of Vanguard Large-Cap ETF worth $568K as of Q1 2026.
  • Regal Investment Advisors sold 34 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $10.6K.
  • Vanguard Large-Cap ETF made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #402 holding.
  • Regal Investment Advisors first reported a position in Vanguard Large-Cap ETF in Q2 2013 and has held it in 35 quarters since.
  • Regal Investment Advisors's Vanguard Large-Cap ETF position peaked at $609K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.