Savvy Advisors Inc’s Vanguard Large-Cap ETF VV Stock Holding History

Savvy Advisors Inc’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	$6.18M	Buy	20,667 +9,597	+87%	+$3M	0.16%	103
2025 Q4	$3.48M	Buy	11,070 +743	+7%	+$232K	0.11%	130
2025 Q3	$3.18M	Sell	10,327 -169	-2%	-$50K	0.15%	101
2025 Q2	$2.99M	Buy	10,496 +3,562	+51%	+$939K	0.2%	75
2025 Q1	$1.78M	Buy	6,934 +3,580	+107%	+$970K	0.18%	91
2024 Q4	$905K	Buy	3,354 +1,771	+112%	+$480K	0.11%	155
2024 Q3	$417K	Buy	1,583 +71	+5%	+$18K	0.08%	204
2024 Q2	$377K	Sell	1,512 -258	-15%	-$62K	0.12%	178
2024 Q1	$424K	Buy	+1,770	New	+$405K	0.24%	111

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

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

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

Savvy Advisors Inc's VV Position: Q1 2026 in Review

Savvy Advisors Inc increased its Vanguard Large-Cap ETF (VV) stake by 87% in Q1 2026, buying an estimated $3M and bringing the position to 20,667 shares worth $6.18M. The position accounts for 0.16% of the portfolio, ranked #103.

Savvy Advisors Inc first reported a position in VV in Q1 2024 and has held it in 9 quarters since. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Savvy Advisors Inc held 20,667 shares of Vanguard Large-Cap ETF worth $6.18M as of Q1 2026.
Savvy Advisors Inc bought 9,597 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $3M.
Vanguard Large-Cap ETF made up 0.16% of Savvy Advisors Inc's portfolio in Q1 2026, its #103 holding.
Savvy Advisors Inc first reported a position in Vanguard Large-Cap ETF in Q1 2024 and has held it in 9 quarters since.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.