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

Stone Summit 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	$2.3M	Sell	7,704 -3	-0%	-$939	0.64%	48
2025 Q4	$2.43M	Sell	7,707 -350	-4%	-$109K	0.66%	47
2025 Q3	$2.48M	Sell	8,057 -45	-0.6%	-$13.3K	0.7%	48
2025 Q2	$2.31M	Sell	8,102 -93	-1%	-$24.5K	0.72%	51
2025 Q1	$2.11M	Hold	8,195	–	–	0.71%	50
2024 Q4	$2.21M	Hold	8,195	–	–	0.74%	47
2024 Q3	$2.16M	Sell	8,195 -5	-0.1%	-$1.27K	0.7%	48
2024 Q2	$2.05M	Buy	8,200 +3	+0%	+$721	0.73%	43
2024 Q1	$1.97M	Buy	8,197 +20	+0.2%	+$4.58K	0.68%	51
2023 Q4	$1.78M	Sell	8,177 -17	-0.2%	-$3.48K	0.68%	49
2023 Q3	$1.6M	Sell	8,194 -55	-0.7%	-$11.2K	0.69%	52
2023 Q2	$1.67M	Sell	8,249 -57	-0.7%	-$10.9K	0.69%	51
2023 Q1	$1.55M	Hold	8,306	–	–	0.69%	51
2022 Q4	$1.45M	Hold	8,306	–	–	0.71%	48
2022 Q3	$1.36M	Hold	8,306	–	–	0.84%	43
2022 Q2	$1.43M	Sell	8,306 -163	-2%	-$30.6K	0.85%	42
2022 Q1	$1.77M	Hold	8,469	–	–	0.99%	33
2021 Q4	$1.87M	Buy	+8,469	New	+$1.82M	1.52%	22

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

Stone Summit Wealth's VV Position: Q1 2026 in Review

Stone Summit Wealth reduced its Vanguard Large-Cap ETF (VV) stake by 0.04% in Q1 2026, selling an estimated $939 and leaving 7,704 shares worth $2.3M. The position accounts for 0.64% of the portfolio, ranked #48.

Stone Summit Wealth first reported a position in VV in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.48M in Q3 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Stone Summit Wealth held 7,704 shares of Vanguard Large-Cap ETF worth $2.3M as of Q1 2026.
Stone Summit Wealth sold 3 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $939.
Vanguard Large-Cap ETF made up 0.64% of Stone Summit Wealth's portfolio in Q1 2026, its #48 holding.
Stone Summit Wealth first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Stone Summit Wealth's Vanguard Large-Cap ETF position peaked at $2.48M in Q3 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.