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

Summit Financial’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 		$3.23M Buy
10,798
+2,286
+27% +$715K 0.04% 436
2025
Q4 		$2.68M Sell
8,512
-146
-2% -$45.6K 0.04% 415
2025
Q3 		$2.67M Sell
8,658
-11
-0.1% -$3.26K 0.04% 406
2025
Q2 		$2.48M Buy
8,669
+508
+6% +$134K 0.06% 260
2025
Q1 		$2.1M Buy
8,161
+418
+5% +$113K 0.06% 255
2024
Q4 		$2.09M Buy
7,743
+281
+4% +$76.1K 0.07% 204
2024
Q3 		$1.97M Buy
7,462
+2,783
+59% +$706K 0.08% 182
2024
Q2 		$1.17M Buy
4,679
+1,110
+31% +$267K 0.05% 208
2024
Q1 		$856K Buy
3,569
+467
+15% +$107K 0.05% 206
2023
Q4 		$677K Sell
3,102
-997
-24% -$204K 0.04% 216
2023
Q3 		$802K Sell
4,099
-1,062
-21% -$216K 0.06% 185
2023
Q2 		$1.05M Sell
5,161
-710
-12% -$136K 0.08% 149
2023
Q1 		$1.1M Buy
5,871
+24
+0.4% +$4.37K 0.1% 108
2022
Q4 		$1.02M Hold
5,847
– – 0.1% 109
2022
Q3 		$956K Buy
5,847
+67
+1% +$12.2K 0.09% 111
2022
Q2 		$996K Hold
5,780
– – 0.09% 98
2022
Q1 		$1.21M Buy
5,780
+67
+1% +$13.8K 0.09% 101
2021
Q4 		$1.26M Buy
5,713
+2,458
+76% +$527K 0.1% 91
2021
Q3 		$654K Buy
+3,255
New +$673K 0.06% 113

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Summit Financial's VV Position: Q1 2026 in Review

Summit Financial increased its Vanguard Large-Cap ETF (VV) stake by 27% in Q1 2026, buying an estimated $715K and bringing the position to 10,798 shares worth $3.23M. The position accounts for 0.04% of the portfolio, ranked #436.

Summit Financial first reported a position in VV in Q3 2021 and has held it in 19 quarters since. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Summit Financial held 10,798 shares of Vanguard Large-Cap ETF worth $3.23M as of Q1 2026.
  • Summit Financial bought 2,286 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $715K.
  • Vanguard Large-Cap ETF made up 0.04% of Summit Financial's portfolio in Q1 2026, its #436 holding.
  • Summit Financial first reported a position in Vanguard Large-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.