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Soundwatch Capital’s Vanguard Large-Cap ETF VV Stock Holding History

Soundwatch Capital’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 		$7.52M Buy
25,175
+156
+0.6% +$48.8K 0.95% 5
2025
Q4 		$7.88M Hold
25,019
– – 1.22% 5
2025
Q3 		$7.7M Buy
25,019
+4,093
+20% +$1.21M 1.24% 5
2025
Q2 		$5.58M Buy
20,926
+1,066
+5% +$281K 0.95% 19
2025
Q1 		$5.1M Sell
19,860
-5,766
-23% -$1.56M 2.32% 5
2024
Q4 		$6.91M Buy
25,626
+213
+0.8% +$57.7K 0.73% 5
2024
Q3 		$6.69M Buy
+25,413
New +$6.45M 1.06% 5
2024
Q2 		– Sell
-25,413
Closed -$6.09M – 18
2024
Q1 		$6.09M Buy
25,413
+5,770
+29% +$1.32M 1.19% 4
2023
Q4 		$4.28M Sell
19,643
-9,463
-33% -$1.93M 2.06% 5
2023
Q3 		$5.7M Buy
29,106
+5,764
+25% +$1.17M 1.23% 6
2023
Q2 		$5.77M Sell
23,342
-5,764
-20% -$1.1M 1.47% 6
2023
Q1 		$5.44M Buy
29,106
+21,434
+279% +$3.9M 1.25% 6
2022
Q4 		$1.34M Sell
7,672
-3,966
-34% -$696K 1.35% 5
2022
Q3 		$1.9M Buy
11,638
+7,820
+205% +$1.42M 1.85% 4
2022
Q2 		$658K Sell
3,818
-3,320
-47% -$623K 0.63% 5
2022
Q1 		$1.49M Sell
7,138
-15,468
-68% -$3.18M 1.34% 3
2021
Q4 		$5M Sell
22,606
-6,500
-22% -$1.39M 1.07% 6
2021
Q3 		$5.85M Buy
+29,106
New +$6.02M 0.59% 6
2021
Q2 		– Sell
-23,330
Closed -$4.32M – 24
2021
Q1 		$4.32M Hold
23,330
– – 1.58% 4
2020
Q4 		$4.1M Buy
23,330
+256
+1% +$42.5K 2.78% 3
2020
Q3 		$3.61M Sell
23,074
-13,395
-37% -$2.07M 1.17% 6
2020
Q2 		$4.89M Buy
36,469
+23,074
+172% +$3.12M 2.94% 5
2020
Q1 		$1.59M Buy
+13,395
New +$1.88M 1.12% 4

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

Soundwatch Capital's VV Position: Q1 2026 in Review

Soundwatch Capital increased its Vanguard Large-Cap ETF (VV) stake by 0.62% in Q1 2026, buying an estimated $48.8K and bringing the position to 25,175 shares worth $7.52M. The position accounts for 0.95% of the portfolio, ranked #5.

Soundwatch Capital first reported a position in VV in Q1 2020 and has held it in 23 quarters since. The position peaked at $7.88M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Soundwatch Capital held 25,175 shares of Vanguard Large-Cap ETF worth $7.52M as of Q1 2026.
  • Soundwatch Capital bought 156 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $48.8K.
  • Vanguard Large-Cap ETF made up 0.95% of Soundwatch Capital's portfolio in Q1 2026, its #5 holding.
  • Soundwatch Capital first reported a position in Vanguard Large-Cap ETF in Q1 2020 and has held it in 23 quarters since.
  • Soundwatch Capital's Vanguard Large-Cap ETF position peaked at $7.88M in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Soundwatch Capital's 13F filing for Q1 2026, filed 5 May 2026.