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Roundview Capital’s Vanguard Large-Cap ETF VV Stock Holding History

Roundview Capital’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 		$3.68M Buy
12,319
+16
+0.1% +$5.01K 0.23% 99
2025
Q4 		$3.87M Buy
12,303
+675
+6% +$211K 0.24% 95
2025
Q3 		$3.58M Sell
11,628
-320
-3% -$94.8K 0.23% 103
2025
Q2 		$3.41M Sell
11,948
-658
-5% -$173K 0.23% 101
2025
Q1 		$3.24M Buy
12,606
+9
+0.1% +$2.44K 0.23% 100
2024
Q4 		$3.4M Buy
12,597
+223
+2% +$60.4K 0.24% 98
2024
Q3 		$3.26M Buy
12,374
+186
+2% +$47.2K 0.24% 94
2024
Q2 		$3.04M Buy
12,188
+1,762
+17% +$423K 0.24% 96
2024
Q1 		$2.5M Buy
10,426
+3,614
+53% +$827K 0.2% 113
2023
Q4 		$1.49M Buy
6,812
+329
+5% +$67.3K 0.14% 147
2023
Q3 		$1.27M Buy
6,483
+306
+5% +$62.3K 0.13% 159
2023
Q2 		$1.25M Buy
6,177
+717
+13% +$137K 0.12% 167
2023
Q1 		$1.02M Buy
5,460
+289
+6% +$52.6K 0.11% 183
2022
Q4 		$901K Buy
5,171
+162
+3% +$28.4K 0.1% 193
2022
Q3 		$819K Buy
5,009
+134
+3% +$24.4K 0.1% 180
2022
Q2 		$840K Hold
4,875
– – 0.1% 181
2022
Q1 		$1.02M Sell
4,875
-30
-0.6% -$6.16K 0.1% 177
2021
Q4 		$1.08M Hold
4,905
– – 0.11% 182
2021
Q3 		$986K Hold
4,905
– – 0.11% 183
2021
Q2 		$985K Hold
4,905
– – 0.11% 184
2021
Q1 		$909K Hold
4,905
– – 0.11% 177
2020
Q4 		$862K Hold
4,905
– – 0.12% 168
2020
Q3 		$767K Hold
4,905
– – 0.12% 158
2020
Q2 		$701K Buy
4,905
+502
+11% +$67.9K 0.12% 168
2020
Q1 		$521K Buy
+4,403
New +$619K 0.11% 171

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

Roundview Capital's VV Position: Q1 2026 in Review

Roundview Capital increased its Vanguard Large-Cap ETF (VV) stake by 0.13% in Q1 2026, buying an estimated $5.01K and bringing the position to 12,319 shares worth $3.68M. The position accounts for 0.23% of the portfolio, ranked #99.

Roundview Capital first reported a position in VV in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.87M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Roundview Capital held 12,319 shares of Vanguard Large-Cap ETF worth $3.68M as of Q1 2026.
  • Roundview Capital bought 16 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $5.01K.
  • Vanguard Large-Cap ETF made up 0.23% of Roundview Capital's portfolio in Q1 2026, its #99 holding.
  • Roundview Capital first reported a position in Vanguard Large-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • Roundview Capital's Vanguard Large-Cap ETF position peaked at $3.87M in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.