Summit Wealth Group (Colorado)’s Vanguard Large-Cap ETF VV Stock Holding History

Summit Wealth Group (Colorado)’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	$1.37M	Hold	4,580	–	–	0.14%	91
2025 Q4	$1.44M	Buy	+4,580	New	+$1.43M	0.19%	74
2025 Q3	–	Sell	-4,580	Closed	-$1.31M	–	456
2025 Q2	$1.31M	Buy	+4,580	New	+$1.21M	0.33%	72

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

Summit Wealth Group (Colorado)'s VV Position: Q1 2026 in Review

Summit Wealth Group (Colorado) held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 4,580 shares worth $1.37M. The position accounts for 0.14% of the portfolio, ranked #91.

Summit Wealth Group (Colorado) first reported a position in VV in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.44M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Summit Wealth Group (Colorado) held 4,580 shares of Vanguard Large-Cap ETF worth $1.37M as of Q1 2026.
Summit Wealth Group (Colorado) left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Large-Cap ETF made up 0.14% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #91 holding.
Summit Wealth Group (Colorado) first reported a position in Vanguard Large-Cap ETF in Q2 2025 and has held it in 3 quarters since.
Summit Wealth Group (Colorado)'s Vanguard Large-Cap ETF position peaked at $1.44M in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.