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SkyOak Wealth’s Vanguard Large-Cap ETF VV Stock Holding History

SkyOak Wealth’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 		$360K Hold
1,203
– – 0.07% 158
2025
Q4 		$379K Hold
1,203
– – 0.07% 155
2025
Q3 		$370K Sell
1,203
-114
-9% -$33.8K 0.07% 158
2025
Q2 		$376K Hold
1,317
– – 0.08% 147
2025
Q1 		$339K Buy
1,317
+128
+11% +$34.7K 0.07% 154
2024
Q4 		$321K Buy
1,189
+325
+38% +$88.1K 0.07% 168
2024
Q3 		$227K Hold
864
– – 0.05% 212
2024
Q2 		$216K Hold
864
– – 0.05% 220
2024
Q1 		$207K Buy
+864
New +$198K 0.05% 226

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

SkyOak Wealth's VV Position: Q1 2026 in Review

SkyOak Wealth held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 1,203 shares worth $360K. The position accounts for 0.07% of the portfolio, ranked #158.

SkyOak Wealth first reported a position in VV in Q1 2024 and has held it in 9 quarters since. The position peaked at $379K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • SkyOak Wealth held 1,203 shares of Vanguard Large-Cap ETF worth $360K as of Q1 2026.
  • SkyOak Wealth left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Large-Cap ETF made up 0.07% of SkyOak Wealth's portfolio in Q1 2026, its #158 holding.
  • SkyOak Wealth first reported a position in Vanguard Large-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • SkyOak Wealth's Vanguard Large-Cap ETF position peaked at $379K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.