SBIA
VV icon

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

Sheaff Brock 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
2025
Q1 		$1.36M Sell
5,275
-300
-5% -$81.3K 0.12% 140
2024
Q4 		$1.5M Buy
5,575
+502
+10% +$136K 0.13% 129
2024
Q3 		$1.34M Sell
5,073
-100
-2% -$25.4K 0.12% 145
2024
Q2 		$1.29M Buy
5,173
+65
+1% +$15.6K 0.12% 140
2024
Q1 		$1.22M Buy
5,108
+205
+4% +$46.9K 0.08% 160
2023
Q4 		$1.07M Buy
4,903
+750
+18% +$153K 0.08% 168
2023
Q3 		$813K Buy
4,153
+100
+2% +$20.4K 0.07% 185
2023
Q2 		$822K Hold
4,053
– – 0.07% 190
2023
Q1 		$757K Sell
4,053
-7
-0.2% -$1.27K 0.07% 203
2022
Q4 		$707K Sell
4,060
-93
-2% -$16.3K 0.07% 207
2022
Q3 		$679K Hold
4,153
– – 0.07% 199
2022
Q2 		$716K Buy
4,153
+820
+25% +$154K 0.06% 199
2022
Q1 		$695K Buy
3,333
+670
+25% +$138K 0.05% 226
2021
Q4 		$588K Buy
2,663
+150
+6% +$32.2K 0.04% 247
2021
Q3 		$504K Buy
2,513
+443
+21% +$91.6K 0.04% 264
2021
Q2 		$416K Buy
2,070
+70
+4% +$13.7K 0.03% 300
2021
Q1 		$371K Buy
2,000
+200
+11% +$36.2K 0.03% 307
2020
Q4 		$316K Buy
+1,800
New +$299K 0.03% 319

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sheaff Brock Investment Advisors's VV Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 5.4% in Q1 2025, selling an estimated $81.3K and leaving 5,275 shares worth $1.36M. The position accounts for 0.12% of the portfolio, ranked #140.

Sheaff Brock Investment Advisors first reported a position in VV in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.5M in Q4 2024. 1,183 funds tracked by Wall St. Rank hold VV as of Q1 2025.

  • Sheaff Brock Investment Advisors held 5,275 shares of Vanguard Large-Cap ETF worth $1.36M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 300 Vanguard Large-Cap ETF shares in Q1 2025, an estimated $81.3K.
  • Vanguard Large-Cap ETF made up 0.12% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #140 holding.
  • Sheaff Brock Investment Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2020 and has held it in 18 quarters since.
  • Sheaff Brock Investment Advisors's Vanguard Large-Cap ETF position peaked at $1.5M in Q4 2024.
  • 1,183 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.