Stephens Consulting’s Vanguard Large-Cap ETF VV Stock Holding History

Stephens Consulting’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 Q4	$477K	Sell	1,516 -349	-19%	-$109K	0.15%	36
2025 Q3	$574K	Sell	1,865 -48	-3%	-$14.2K	0.2%	33
2025 Q2	$546K	Buy	1,913 +1,364	+248%	+$359K	0.13%	60
2025 Q1	$141K	Hold	549	–	–	0.04%	115
2024 Q4	$148K	Hold	549	–	–	0.04%	114
2024 Q3	$145K	Hold	549	–	–	0.04%	116
2024 Q2	$137K	Hold	549	–	–	0.04%	110
2024 Q1	$132K	Hold	549	–	–	0.04%	105
2023 Q4	$120K	Hold	549	–	–	0.04%	110
2023 Q3	$107K	Hold	549	–	–	0.04%	108
2023 Q2	$111K	Sell	549 -6	-1%	-$1.15K	0.04%	100
2023 Q1	$104K	Sell	555 -110	-17%	-$20K	0.06%	109
2022 Q4	$116K	Sell	665 -272	-29%	-$47.7K	0.08%	94
2022 Q3	$153K	Buy	937 +601	+179%	+$109K	0.14%	79
2022 Q2	$57.9K	Hold	336	–	–	0.05%	161
2022 Q1	$70.1K	Hold	336	–	–	0.06%	158
2021 Q4	$74.3K	Buy	+336	New	+$72.1K	0.06%	170

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stephens Consulting's VV Position: Q4 2025 in Review

Stephens Consulting reduced its Vanguard Large-Cap ETF (VV) stake by 19% in Q4 2025, selling an estimated $109K and leaving 1,516 shares worth $477K. The position accounts for 0.15% of the portfolio, ranked #36.

Stephens Consulting first reported a position in VV in Q4 2021 and has held it in 17 quarters since. The position peaked at $574K in Q3 2025. 1,329 funds tracked by Wall St. Rank hold VV as of Q4 2025.

Stephens Consulting held 1,516 shares of Vanguard Large-Cap ETF worth $477K as of Q4 2025.
Stephens Consulting sold 349 Vanguard Large-Cap ETF shares in Q4 2025, an estimated $109K.
Vanguard Large-Cap ETF made up 0.15% of Stephens Consulting's portfolio in Q4 2025, its #36 holding.
Stephens Consulting first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Vanguard Large-Cap ETF position peaked at $574K in Q3 2025.
1,329 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.