TPA
VV icon

Trivium Point Advisory’s Vanguard Large-Cap ETF VV Stock Holding History

Trivium Point Advisory’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 		– Sell
-3,356
Closed -$1.06M – 349
2025
Q4 		$1.06M Sell
3,356
-29
-0.9% -$9.06K 0.11% 172
2025
Q3 		$1.04M Buy
3,385
+1
+0% +$296 0.11% 177
2025
Q2 		$966K Sell
3,384
-166
-5% -$43.7K 0.1% 174
2025
Q1 		$913K Buy
3,550
+2
+0.1% +$542 0.11% 175
2024
Q4 		$957K Buy
3,548
+1
+0% +$271 0.12% 172
2024
Q3 		$975K Buy
3,547
+2
+0.1% +$507 0.14% 168
2024
Q2 		$885K Buy
+3,545
New +$852K 0.13% 166

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 $564B 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