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Verus Capital Partners’s Vanguard Large-Cap ETF VV Stock Holding History

Verus Capital Partners’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 		$470K Sell
1,571
-4
-0.3% -$1.25K 0.03% 275
2025
Q4 		$496K Sell
1,575
-73
-4% -$22.8K 0.03% 271
2025
Q3 		$507K Buy
1,648
+4
+0.2% +$1.18K 0.04% 234
2025
Q2 		$469K Sell
1,644
-62
-4% -$16.3K 0.04% 222
2025
Q1 		$439K Sell
1,706
-41
-2% -$11.1K 0.04% 225
2024
Q4 		$471K Buy
1,747
+32
+2% +$8.67K 0.04% 208
2024
Q3 		$451K Sell
1,715
-687
-29% -$174K 0.04% 211
2024
Q2 		$600K Hold
2,402
– – 0.06% 171
2024
Q1 		$576K Sell
2,402
-502
-17% -$115K 0.06% 179
2023
Q4 		$634K Sell
2,904
-1,767
-38% -$361K 0.08% 144
2023
Q3 		$914K Buy
4,671
+85
+2% +$17.3K 0.13% 105
2023
Q2 		$930K Sell
4,586
-117
-2% -$22.4K 0.13% 105
2023
Q1 		$878K Sell
4,703
-310
-6% -$56.4K 0.14% 101
2022
Q4 		$873K Sell
5,013
-163
-3% -$28.6K 0.16% 94
2022
Q3 		$847K Sell
5,176
-500
-9% -$90.9K 0.16% 96
2022
Q2 		$982K Sell
5,676
-79
-1% -$14.8K 0.19% 94
2022
Q1 		$1.1M Buy
+5,755
New +$1.18M 0.17% 96
2020
Q1 		$730K Buy
6,165
+3,476
+129% +$488K 0.23% 62
2019
Q4 		$398K Buy
+2,689
New +$380K 0.13% 128

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

Verus Capital Partners's VV Position: Q1 2026 in Review

Verus Capital Partners reduced its Vanguard Large-Cap ETF (VV) stake by 0.25% in Q1 2026, selling an estimated $1.25K and leaving 1,571 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #275.

Verus Capital Partners first reported a position in VV in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.1M in Q1 2022. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Verus Capital Partners held 1,571 shares of Vanguard Large-Cap ETF worth $470K as of Q1 2026.
  • Verus Capital Partners sold 4 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $1.25K.
  • Vanguard Large-Cap ETF made up 0.03% of Verus Capital Partners's portfolio in Q1 2026, its #275 holding.
  • Verus Capital Partners first reported a position in Vanguard Large-Cap ETF in Q4 2019 and has held it in 19 quarters since.
  • Verus Capital Partners's Vanguard Large-Cap ETF position peaked at $1.1M in Q1 2022.
  • 1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.