Visionary Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Visionary 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	$234K	Sell	784 -46	-6%	-$14.4K	0.01%	570
2025 Q4	$261K	Buy	830 +14	+2%	+$4.37K	0.01%	528
2025 Q3	$251K	Buy	816 +5	+0.6%	+$1.48K	0.01%	531
2025 Q2	$231K	Buy	811 +18	+2%	+$4.74K	0.01%	519
2025 Q1	$204K	Sell	793 -92	-10%	-$24.9K	0.01%	518
2024 Q4	$239K	Buy	885 +89	+11%	+$24.1K	0.01%	486
2024 Q3	$210K	Buy	+796	New	+$202K	0.01%	508
2022 Q2	–	Sell	-1,406	Closed	-$293K	–	476
2022 Q1	$293K	Buy	+1,406	New	+$289K	0.02%	327

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Visionary Wealth Advisors's VV Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 5.5% in Q1 2026, selling an estimated $14.4K and leaving 784 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #570.

Visionary Wealth Advisors first reported a position in VV in Q1 2022 and has held it in 8 quarters since. The position peaked at $293K in Q1 2022. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Visionary Wealth Advisors held 784 shares of Vanguard Large-Cap ETF worth $234K as of Q1 2026.
Visionary Wealth Advisors sold 46 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $14.4K.
Vanguard Large-Cap ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #570 holding.
Visionary Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q1 2022 and has held it in 8 quarters since.
Visionary Wealth Advisors's Vanguard Large-Cap ETF position peaked at $293K in Q1 2022.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.