Richard W. Paul & Associates’s Vanguard Large-Cap ETF VV Stock Holding History

Richard W. Paul & Associates’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
2025 Q1	–	Sell	-1,098	Closed	-$296K	–	509
2024 Q4	$296K	Hold	1,098	–	–	0.11%	149
2024 Q3	$289K	Hold	1,098	–	–	0.1%	152
2024 Q2	$274K	Hold	1,098	–	–	0.11%	151
2024 Q1	$263K	Buy	+1,098	New	+$251K	0.11%	159
2023 Q4	–	Sell	-1,098	Closed	-$215K	–	539
2023 Q3	$215K	Hold	1,098	–	–	0.1%	154
2023 Q2	$223K	Hold	1,098	–	–	0.1%	165
2023 Q1	$205K	Hold	1,098	–	–	0.09%	164
2022 Q4	$191K	Buy	+1,098	New	+$193K	0.1%	172

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Richard W. Paul & Associates's VV Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Vanguard Large-Cap ETF (VV) in Q1 2025, closing a stake of 1,098 shares — an estimated $296K sold.

Richard W. Paul & Associates first reported a position in VV in Q4 2022 and held it in 8 quarters. The position peaked at $296K in Q4 2024. 1,183 funds tracked by Wall St. Rank hold VV as of Q1 2025.

Richard W. Paul & Associates reported no remaining Vanguard Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 1,098 Vanguard Large-Cap ETF shares in Q1 2025, an estimated $296K.
Richard W. Paul & Associates first reported a position in Vanguard Large-Cap ETF in Q4 2022 and held it in 8 quarters.
Richard W. Paul & Associates's Vanguard Large-Cap ETF position peaked at $296K in Q4 2024.
1,183 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.