WIM
VV icon

Warwick Investment Management’s Vanguard Large-Cap ETF VV Stock Holding History

Warwick Investment Management’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 		$4.91M Buy
16,438
+35
+0.2% +$11K 0.71% 25
2025
Q4 		$5.16M Sell
16,403
-86
-0.5% -$26.9K 0.8% 21
2025
Q3 		$5.08M Buy
16,489
+447
+3% +$132K 0.88% 22
2025
Q2 		$4.58M Sell
16,042
-123
-0.8% -$32.4K 0.89% 20
2025
Q1 		$4.15M Buy
16,165
+1,926
+14% +$522K 0.86% 22
2024
Q4 		$3.84M Sell
14,239
-48
-0.3% -$13K 0.79% 23
2024
Q3 		$3.76M Buy
14,287
+1
+0% +$254 0.89% 18
2024
Q2 		$3.57M Sell
14,286
-91
-0.6% -$21.9K 0.84% 20
2024
Q1 		$3.45M Sell
14,377
-339
-2% -$77.6K 0.83% 19
2023
Q4 		$3.21M Sell
14,716
-3,401
-19% -$695K 0.94% 19
2023
Q3 		$3.55M Buy
18,117
+334
+2% +$68K 1.33% 16
2023
Q2 		$3.6M Buy
17,783
+1,528
+9% +$293K 1.42% 14
2023
Q1 		$3.04M Buy
16,255
+3,482
+27% +$634K 1.29% 18
2022
Q4 		$2.23M Buy
+12,773
New +$2.24M 0.91% 19
2022
Q3 		– Sell
-2,211
Closed -$381K – 67
2022
Q2 		$381K Buy
2,211
+276
+14% +$51.8K 0.19% 36
2022
Q1 		$403K Buy
+1,935
New +$397K 0.18% 35

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