Strategies Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Strategies Wealth Advisors’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	$264K	Sell	883 -68	-7%	-$21.3K	0.03%	154
2025 Q4	$299K	Buy	951 +1	+0.1%	+$312	0.03%	143
2025 Q3	$293K	Sell	950 -2	-0.2%	-$592	0.03%	148
2025 Q2	$272K	Buy	952 +111	+13%	+$29.2K	0.03%	152
2025 Q1	$216K	Sell	841 -113	-12%	-$30.6K	0.03%	163
2024 Q4	$267K	Buy	954 +119	+14%	+$32.2K	0.03%	108
2024 Q3	$220K	Hold	835	–	–	0.03%	88
2024 Q2	$208K	Hold	835	–	–	0.03%	86
2024 Q1	$200K	Buy	+835	New	+$191K	0.03%	95

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

Strategies Wealth Advisors's VV Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 7.2% in Q1 2026, selling an estimated $21.3K and leaving 883 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #154.

Strategies Wealth Advisors first reported a position in VV in Q1 2024 and has held it in 9 quarters since. The position peaked at $299K in Q4 2025. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Strategies Wealth Advisors held 883 shares of Vanguard Large-Cap ETF worth $264K as of Q1 2026.
Strategies Wealth Advisors sold 68 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $21.3K.
Vanguard Large-Cap ETF made up 0.03% of Strategies Wealth Advisors's portfolio in Q1 2026, its #154 holding.
Strategies Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Strategies Wealth Advisors's Vanguard Large-Cap ETF position peaked at $299K in Q4 2025.
1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.