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SVB Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

SVB 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
2025
Q1 		– Sell
-3,255
Closed -$878K – 1805
2024
Q4 		$878K Buy
+3,255
New +$882K 0.02% 347
2024
Q3 		– Sell
-6,412
Closed -$1.6M – 615
2024
Q2 		$1.6M Sell
6,412
-8,297
-56% -$1.99M 0.04% 256
2024
Q1 		$3.53M Sell
14,709
-115
-0.8% -$26.3K 0.08% 194
2023
Q4 		$3.23M Buy
14,824
+5,014
+51% +$1.02M 0.08% 192
2023
Q3 		$1.92M Sell
9,810
-585
-6% -$119K 0.04% 232
2023
Q2 		$2.11M Sell
10,395
-863
-8% -$165K 0.04% 232
2023
Q1 		$2.1M Buy
11,258
+217
+2% +$39.5K 0.03% 261
2022
Q4 		$1.92M Sell
11,041
-22
-0.2% -$3.86K 0.03% 277
2022
Q3 		$1.81M Buy
11,063
+6,412
+138% +$1.17M 0.03% 268
2022
Q2 		$802K Buy
4,651
+442
+11% +$83K 0.01% 362
2022
Q1 		$877K Sell
4,209
-94
-2% -$19.3K 0.01% 344
2021
Q4 		$950K Buy
4,303
+609
+16% +$131K 0.02% 316
2021
Q3 		$742K Sell
3,694
-843
-19% -$174K 0.01% 478
2021
Q2 		$910K Sell
4,537
-28
-0.6% -$5.46K 0.01% 407
2021
Q1 		$846K Buy
4,565
+1,009
+28% +$183K 0.01% 384
2020
Q4 		$624K Buy
3,556
+4
+0.1% +$665 0.01% 417
2020
Q3 		$555K Hold
3,552
– – 0.01% 375
2020
Q2 		$508K Buy
3,552
+2,896
+441% +$392K 0.01% 361
2020
Q1 		$77K Sell
656
-2,560
-80% -$360K ﹤0.01% 505
2019
Q4 		$475K Buy
3,216
+656
+26% +$92.8K 0.01% 420
2019
Q3 		$349K Hold
2,560
– – 0.01% 421
2019
Q2 		$345K Buy
+2,560
New +$339K 0.01% 427

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SVB Wealth's VV Position: Q1 2025 in Review

SVB Wealth sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2025, closing a stake of 3,255 shares — an estimated $878K sold.

SVB Wealth first reported a position in VV in Q2 2019 and held it in 22 quarters. The position peaked at $3.53M in Q1 2024. 1,185 funds tracked by Wall St. Rank hold VV as of Q1 2025.

  • SVB Wealth reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 3,255 Vanguard Morningstar Large-Cap ETF shares in Q1 2025, an estimated $878K.
  • SVB Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2019 and held it in 22 quarters.
  • SVB Wealth's Vanguard Morningstar Large-Cap ETF position peaked at $3.53M in Q1 2024.
  • 1,185 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.