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Union Savings Bank’s Vanguard Large-Cap ETF VV Stock Holding History

Union Savings Bank’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
Q2 		$91.4K Buy
313
+20
+7% +$5.27K 0.04% 185
2025
Q1 		$75.3K Hold
293
– – 0.04% 201
2024
Q4 		$79K Buy
293
+47
+19% +$12.7K 0.04% 197
2024
Q3 		$64.8K Buy
246
+31
+14% +$7.87K 0.03% 206
2024
Q2 		$53.7K Buy
215
+60
+39% +$14.4K 0.03% 214
2024
Q1 		$37.2K Hold
155
– – 0.02% 229
2023
Q4 		$33.8K Hold
155
– – 0.02% 233
2023
Q3 		$30.3K Hold
155
– – 0.02% 236
2023
Q2 		$32.5K Buy
+155
New +$29.7K 0.02% 229

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Union Savings Bank's VV Position: Q2 2025 in Review

Union Savings Bank increased its Vanguard Large-Cap ETF (VV) stake by 6.8% in Q2 2025, buying an estimated $5.27K and bringing the position to 313 shares worth $91.4K. The position accounts for 0.04% of the portfolio, ranked #185.

Union Savings Bank first reported a position in VV in Q2 2023 and has held it in 9 quarters since. 1,226 funds tracked by Wall St. Rank hold VV as of Q2 2025.

  • Union Savings Bank held 313 shares of Vanguard Large-Cap ETF worth $91.4K as of Q2 2025.
  • Union Savings Bank bought 20 Vanguard Large-Cap ETF shares in Q2 2025, an estimated $5.27K.
  • Vanguard Large-Cap ETF made up 0.04% of Union Savings Bank's portfolio in Q2 2025, its #185 holding.
  • Union Savings Bank first reported a position in Vanguard Large-Cap ETF in Q2 2023 and has held it in 9 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2025.

Based on Union Savings Bank's 13F filing for Q2 2025, filed 8 Aug 2025.