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Walkner Condon Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Walkner Condon Financial 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 		$888K Sell
2,970
-78
-3% -$24.4K 0.12% 124
2025
Q4 		$960K Sell
3,048
-2
-0.1% -$625 0.13% 115
2025
Q3 		$939K Buy
3,050
+68
+2% +$20.1K 0.15% 113
2025
Q2 		$851K Sell
2,982
-1
-0% -$263 0.16% 106
2025
Q1 		$767K Sell
2,983
-10
-0.3% -$2.71K 0.16% 110
2024
Q4 		$807K Buy
2,993
+1,517
+103% +$411K 0.16% 111
2024
Q3 		$389K Sell
1,476
-56
-4% -$14.2K 0.08% 180
2024
Q2 		$382K Buy
1,532
+3
+0.2% +$721 0.08% 172
2024
Q1 		$367K Hold
1,529
– – 0.08% 190
2023
Q4 		$334K Sell
1,529
-4
-0.3% -$818 0.08% 200
2023
Q3 		$300K Sell
1,533
-72
-4% -$14.7K 0.08% 191
2023
Q2 		$325K Hold
1,605
– – 0.09% 173
2023
Q1 		$300K Sell
1,605
-8
-0.5% -$1.46K 0.08% 175
2022
Q4 		$281K Sell
1,613
-10
-0.6% -$1.75K 0.08% 176
2022
Q3 		$265K Sell
1,623
-120
-7% -$21.8K 0.09% 176
2022
Q2 		$300K Buy
1,743
+94
+6% +$17.6K 0.09% 170
2022
Q1 		$344K Buy
+1,649
New +$339K 0.1% 165
2021
Q4 		– Sell
-1,674
Closed -$336K – 172
2021
Q3 		$336K Sell
1,674
-82
-5% -$16.9K 0.17% 107
2021
Q2 		$352K Hold
1,756
– – 0.13% 121
2021
Q1 		$325K Hold
1,756
– – 0.13% 129
2020
Q4 		$309K Buy
+1,756
New +$292K 0.13% 104

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

Walkner Condon Financial Advisors's VV Position: Q1 2026 in Review

Walkner Condon Financial Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 2.6% in Q1 2026, selling an estimated $24.4K and leaving 2,970 shares worth $888K. The position accounts for 0.12% of the portfolio, ranked #124.

Walkner Condon Financial Advisors first reported a position in VV in Q4 2020 and has held it in 21 quarters since. The position peaked at $960K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Walkner Condon Financial Advisors held 2,970 shares of Vanguard Large-Cap ETF worth $888K as of Q1 2026.
  • Walkner Condon Financial Advisors sold 78 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $24.4K.
  • Vanguard Large-Cap ETF made up 0.12% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #124 holding.
  • Walkner Condon Financial Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • Walkner Condon Financial Advisors's Vanguard Large-Cap ETF position peaked at $960K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.