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

Safeguard Financial’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	$547K	Sell	2,127 -230	-10%	-$62.3K	0.12%	63
2024 Q4	$636K	Hold	2,357	–	–	0.14%	56
2024 Q3	$621K	Hold	2,357	–	–	0.15%	56
2024 Q2	$588K	Buy	2,357 +15	+0.6%	+$3.6K	0.16%	55
2024 Q1	$562K	Hold	2,342	–	–	0.18%	45
2023 Q4	$511K	Buy	+2,342	New	+$479K	0.19%	44
2023 Q3	–	Sell	-99	Closed	-$20K	–	548
2023 Q2	$20K	Buy	+99	New	+$19K	0.01%	268

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

Safeguard Financial's VV Position: Q1 2025 in Review

Safeguard Financial reduced its Vanguard Large-Cap ETF (VV) stake by 9.8% in Q1 2025, selling an estimated $62.3K and leaving 2,127 shares worth $547K. The position accounts for 0.12% of the portfolio, ranked #63.

Safeguard Financial first reported a position in VV in Q2 2023 and has held it in 7 quarters since. The position peaked at $636K in Q4 2024. 1,183 funds tracked by Wall St. Rank hold VV as of Q1 2025.

Safeguard Financial held 2,127 shares of Vanguard Large-Cap ETF worth $547K as of Q1 2025.
Safeguard Financial sold 230 Vanguard Large-Cap ETF shares in Q1 2025, an estimated $62.3K.
Vanguard Large-Cap ETF made up 0.12% of Safeguard Financial's portfolio in Q1 2025, its #63 holding.
Safeguard Financial first reported a position in Vanguard Large-Cap ETF in Q2 2023 and has held it in 7 quarters since.
Safeguard Financial's Vanguard Large-Cap ETF position peaked at $636K in Q4 2024.
1,183 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.