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SPC Financial Inc’s Vanguard Large-Cap ETF VV Stock Holding History

SPC Financial 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
2025
Q3 		$20.5M Sell
66,485
-1,350
-2% -$400K 1.6% 22
2025
Q2 		$19.4M Buy
67,835
+59,221
+687% +$15.6M 1.62% 22
2025
Q1 		$2.21M Sell
8,614
-745
-8% -$202K 0.19% 76
2024
Q4 		$2.52M Sell
9,359
-67,126
-88% -$18.2M 0.22% 74
2024
Q3 		$20.1M Sell
76,485
-626
-0.8% -$159K 1.77% 17
2024
Q2 		$19.2M Sell
77,111
-2,027
-3% -$487K 1.78% 21
2024
Q1 		$19M Sell
79,138
-1,998
-2% -$457K 1.78% 22
2023
Q4 		$17.7M Sell
81,136
-4,544
-5% -$929K 1.8% 23
2023
Q3 		$16.8M Sell
85,680
-283
-0.3% -$57.6K 1.88% 18
2023
Q2 		$17.4M Sell
85,963
-950
-1% -$182K 1.89% 18
2023
Q1 		$16.2M Buy
86,913
+20,484
+31% +$3.73M 1.85% 21
2022
Q4 		$11.6M Sell
66,429
-21,121
-24% -$3.71M 1.37% 25
2022
Q3 		$14.3M Buy
87,550
+862
+1% +$157K 1.78% 18
2022
Q2 		$14.9M Buy
86,688
+1,748
+2% +$328K 1.84% 19
2022
Q1 		$17.7M Buy
84,940
+2,982
+4% +$612K 2.06% 17
2021
Q4 		$18.1M Buy
81,958
+1,359
+2% +$291K 2.02% 20
2021
Q3 		$16.2M Buy
80,599
+78,234
+3,308% +$16.2M 2.01% 20
2021
Q2 		$475K Sell
2,365
-150
-6% -$29.3K 0.06% 115
2021
Q1 		$466K Hold
2,515
– – 0.06% 112
2020
Q4 		$442K Sell
2,515
-315
-11% -$52.3K 0.06% 110
2020
Q3 		$443K Buy
2,830
+120
+4% +$18.5K 0.08% 99
2020
Q2 		$388K Sell
2,710
-76,831
-97% -$10.4M 0.08% 95
2020
Q1 		$9.42M Buy
79,541
+3,450
+5% +$485K 2.4% 19
2019
Q4 		$11.2M Buy
76,091
+6,586
+9% +$932K 2.06% 17
2019
Q3 		$9.48M Buy
+69,505
New +$9.43M 2% 17
2016
Q4 		– Sell
-66,807
Closed -$6.63M – 132
2016
Q3 		$6.63M Sell
66,807
-373
-0.6% -$36.9K 2.13% 18
2016
Q2 		$6.44M Buy
67,180
+615
+0.9% +$58.4K 2.33% 17
2016
Q1 		$6.26M Buy
+66,565
New +$5.93M 2.38% 17
2013
Q3 		– Sell
-36,042
Closed -$2.65M – 105
2013
Q2 		$2.65M Buy
+36,042
New +$2.66M 1.02% 32

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SPC Financial Inc's VV Position: Q3 2025 in Review

SPC Financial Inc reduced its Vanguard Large-Cap ETF (VV) stake by 2% in Q3 2025, selling an estimated $400K and leaving 66,485 shares worth $20.5M. The position accounts for 1.6% of the portfolio, ranked #22.

SPC Financial Inc first reported a position in VV in Q2 2013 and has held it in 29 quarters since. 1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

  • SPC Financial Inc held 66,485 shares of Vanguard Large-Cap ETF worth $20.5M as of Q3 2025.
  • SPC Financial Inc sold 1,350 Vanguard Large-Cap ETF shares in Q3 2025, an estimated $400K.
  • Vanguard Large-Cap ETF made up 1.6% of SPC Financial Inc's portfolio in Q3 2025, its #22 holding.
  • SPC Financial Inc first reported a position in Vanguard Large-Cap ETF in Q2 2013 and has held it in 29 quarters since.
  • 1,265 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.