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

SoundView 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
2026 Q1	$3.88M	Sell	12,974 -36	-0.3%	-$11.3K	1.38%	11
2025 Q4	$4.09M	Buy	+13,010	New	+$4.06M	1.43%	12
2025 Q3	–	Sell	-12,998	Closed	-$3.71M	–	41
2025 Q2	$3.71M	Buy	12,998 +2,797	+27%	+$737K	1.37%	13
2025 Q1	$2.62M	Buy	10,201 +34	+0.3%	+$9.21K	1.08%	15
2024 Q4	$2.74M	Buy	+10,167	New	+$2.75M	1.13%	15

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

SoundView Advisors's VV Position: Q1 2026 in Review

SoundView Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 0.28% in Q1 2026, selling an estimated $11.3K and leaving 12,974 shares worth $3.88M. The position accounts for 1.38% of the portfolio, ranked #11.

SoundView Advisors first reported a position in VV in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.09M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

SoundView Advisors held 12,974 shares of Vanguard Large-Cap ETF worth $3.88M as of Q1 2026.
SoundView Advisors sold 36 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $11.3K.
Vanguard Large-Cap ETF made up 1.38% of SoundView Advisors's portfolio in Q1 2026, its #11 holding.
SoundView Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 5 quarters since.
SoundView Advisors's Vanguard Large-Cap ETF position peaked at $4.09M in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on SoundView Advisors's 13F filing for Q1 2026, filed 1 May 2026.