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Traphagen Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Traphagen Investment 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 		$864K Buy
2,890
+117
+4% +$36.6K 0.07% 86
2025
Q4 		$873K Buy
2,773
+1
+0% +$312 0.07% 85
2025
Q3 		$853K Buy
2,772
+350
+14% +$104K 0.07% 85
2025
Q2 		$691K Hold
2,422
– – 0.07% 92
2025
Q1 		$623K Hold
2,422
– – 0.07% 97
2024
Q4 		$653K Hold
2,422
– – 0.07% 95
2024
Q3 		$638K Hold
2,422
– – 0.06% 94
2024
Q2 		$605K Hold
2,422
– – 0.07% 86
2024
Q1 		$581K Sell
2,422
-19
-0.8% -$4.35K 0.06% 91
2023
Q4 		$533K Buy
2,441
+52
+2% +$10.6K 0.06% 93
2023
Q3 		$468K Buy
+2,389
New +$487K 0.06% 88

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