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Wade Financial Advisory’s Vanguard Large-Cap ETF VV Stock Holding History

Wade Financial 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
2025
Q1 		$25.1M Sell
97,688
-984
-1% -$267K 8.6% 2
2024
Q4 		$26.6M Sell
98,672
-225
-0.2% -$61K 9.01% 2
2024
Q3 		$26M Sell
98,897
-358
-0.4% -$90.8K 8.76% 2
2024
Q2 		$24.8M Sell
99,255
-1,402
-1% -$337K 8.92% 2
2024
Q1 		$24.1M Sell
100,657
-945
-0.9% -$216K 8.8% 2
2023
Q4 		$22.2M Sell
101,602
-3,757
-4% -$768K 8.38% 2
2023
Q3 		$20.6M Sell
105,359
-1,377
-1% -$280K 8.83% 2
2023
Q2 		$21.6M Sell
106,736
-680
-0.6% -$130K 8.57% 2
2023
Q1 		$20.1M Sell
107,416
-5
-0% -$910 8.43% 2
2022
Q4 		$18.7M Hold
107,421
– – 8.48% 2
2022
Q3 		$17.6M Sell
107,421
-293
-0.3% -$53.3K 8.8% 2
2022
Q2 		$18.6M Sell
107,714
-1,152
-1% -$216K 8.8% 2
2022
Q1 		$22.7M Buy
108,866
+41,418
+61% +$8.51M 9.73% 2
2021
Q4 		$14.9M Sell
67,448
-26
-0% -$5.58K 7.75% 2
2021
Q3 		$13.6M Sell
67,474
-70
-0.1% -$14.5K 7.65% 2
2021
Q2 		$13.6M Buy
67,544
+2,219
+3% +$433K 7.43% 2
2021
Q1 		$12.1M Sell
65,325
-100
-0.2% -$18.1K 7.65% 2
2020
Q4 		$11.5M Sell
65,425
-60
-0.1% -$9.97K 7.72% 2
2020
Q3 		$10.2M Sell
65,485
-64
-0.1% -$9.87K 8.07% 2
2020
Q2 		$9.37M Hold
65,549
– – 8.1% 2
2020
Q1 		$7.76M Sell
65,549
-102
-0.2% -$14.3K 7.75% 3
2019
Q4 		$9.71M Buy
+65,651
New +$9.29M 8.57% 3

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wade Financial Advisory's VV Position: Q1 2025 in Review

Wade Financial Advisory reduced its Vanguard Large-Cap ETF (VV) stake by 1% in Q1 2025, selling an estimated $267K and leaving 97,688 shares worth $25.1M. The position accounts for 8.6% of the portfolio, ranked #2.

Wade Financial Advisory first reported a position in VV in Q4 2019 and has held it in 22 quarters since. The position peaked at $26.6M in Q4 2024. 1,183 funds tracked by Wall St. Rank hold VV as of Q1 2025.

  • Wade Financial Advisory held 97,688 shares of Vanguard Large-Cap ETF worth $25.1M as of Q1 2025.
  • Wade Financial Advisory sold 984 Vanguard Large-Cap ETF shares in Q1 2025, an estimated $267K.
  • Vanguard Large-Cap ETF made up 8.6% of Wade Financial Advisory's portfolio in Q1 2025, its #2 holding.
  • Wade Financial Advisory first reported a position in Vanguard Large-Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • Wade Financial Advisory's Vanguard Large-Cap ETF position peaked at $26.6M in Q4 2024.
  • 1,183 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.