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U.S. Capital Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

U.S. Capital Wealth 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 		$943K Buy
3,155
+881
+39% +$276K 0.02% 531
2025
Q4 		$716K Buy
2,274
+8
+0.4% +$2.5K 0.02% 566
2025
Q3 		$698K Sell
2,266
-1
-0% -$296 0.02% 546
2025
Q2 		$647K Sell
2,267
-19
-0.8% -$5.01K 0.02% 538
2025
Q1 		$588K Buy
2,286
+18
+0.8% +$4.88K 0.02% 549
2024
Q4 		$612K Sell
2,268
-160
-7% -$43.4K 0.02% 520
2024
Q3 		$639K Buy
2,428
+11
+0.5% +$2.79K 0.02% 423
2024
Q2 		$603K Buy
2,417
+17
+0.7% +$4.08K 0.02% 418
2024
Q1 		$575K Buy
2,400
+703
+41% +$161K 0.02% 436
2023
Q4 		$370K Buy
1,697
+6
+0.4% +$1.23K 0.01% 511
2023
Q3 		$331K Buy
1,691
+6
+0.4% +$1.22K 0.01% 502
2023
Q2 		$342K Sell
1,685
-81
-5% -$15.5K 0.02% 508
2023
Q1 		$330K Buy
1,766
+93
+6% +$16.9K 0.02% 516
2022
Q4 		$291K Buy
1,673
+7
+0.4% +$1.23K 0.01% 538
2022
Q3 		$272K Buy
1,666
+7
+0.4% +$1.27K 0.01% 536
2022
Q2 		$286K Sell
1,659
-46
-3% -$8.63K 0.01% 563
2022
Q1 		$355K Buy
1,705
+171
+11% +$35.1K 0.01% 570
2021
Q4 		$339K Hold
1,534
– – 0.01% 577
2021
Q3 		$308K Buy
+1,534
New +$317K 0.01% 605

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

U.S. Capital Wealth Advisors's VV Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Vanguard Large-Cap ETF (VV) stake by 39% in Q1 2026, buying an estimated $276K and bringing the position to 3,155 shares worth $943K. The position accounts for 0.02% of the portfolio, ranked #531.

U.S. Capital Wealth Advisors first reported a position in VV in Q3 2021 and has held it in 19 quarters since. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • U.S. Capital Wealth Advisors held 3,155 shares of Vanguard Large-Cap ETF worth $943K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 881 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $276K.
  • Vanguard Large-Cap ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #531 holding.
  • U.S. Capital Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.