Stonegate Investment Group’s Vanguard Large-Cap ETF VV Stock Holding History

Stonegate Investment Group’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	$14.2M	Buy	46,169 +2,244	+5%	+$664K	0.33%	47
2025 Q2	$12.5M	Buy	43,925 +1,021	+2%	+$269K	0.31%	46
2025 Q1	$11M	Buy	42,904 +2,460	+6%	+$666K	0.29%	48
2024 Q4	$10.9M	Buy	40,444 +457	+1%	+$124K	0.29%	49
2024 Q3	$10.5M	Buy	39,987 +12,744	+47%	+$3.23M	0.28%	49
2024 Q2	$6.8M	Buy	27,243 +1,748	+7%	+$420K	0.2%	56
2024 Q1	$6.11M	Buy	25,495 +1,531	+6%	+$350K	0.19%	63
2023 Q4	$5.23M	Buy	23,964 +863	+4%	+$176K	0.17%	61
2023 Q3	$4.52M	Buy	23,101 +393	+2%	+$80K	0.16%	65
2023 Q2	$4.6M	Buy	22,708 +749	+3%	+$144K	0.16%	69
2023 Q1	$4.1M	Buy	21,959 +1,701	+8%	+$310K	0.15%	70
2022 Q4	$3.53M	Sell	20,258 -18,260	-47%	-$3.2M	0.15%	78
2022 Q3	$6.3M	Buy	38,518 +193	+0.5%	+$35.1K	0.29%	58
2022 Q2	$6.61M	Buy	38,325 +33,877	+762%	+$6.36M	0.29%	62
2022 Q1	$927K	Buy	4,448 +1,506	+51%	+$309K	0.03%	135
2021 Q4	$650K	Buy	+2,942	New	+$631K	0.03%	157

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stonegate Investment Group's VV Position: Q3 2025 in Review

Stonegate Investment Group increased its Vanguard Large-Cap ETF (VV) stake by 5.1% in Q3 2025, buying an estimated $664K and bringing the position to 46,169 shares worth $14.2M. The position accounts for 0.33% of the portfolio, ranked #47.

Stonegate Investment Group first reported a position in VV in Q4 2021 and has held it in 16 quarters since. 1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

Stonegate Investment Group held 46,169 shares of Vanguard Large-Cap ETF worth $14.2M as of Q3 2025.
Stonegate Investment Group bought 2,244 Vanguard Large-Cap ETF shares in Q3 2025, an estimated $664K.
Vanguard Large-Cap ETF made up 0.33% of Stonegate Investment Group's portfolio in Q3 2025, its #47 holding.
Stonegate Investment Group first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 16 quarters since.
1,265 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.