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Watts Gwilliam & Co’s Vanguard Large-Cap ETF VV Stock Holding History

Watts Gwilliam & Co’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
Q3 		$480K Hold
1,559
– – 0.08% 143
2025
Q2 		$477K Hold
1,559
– – 0.08% 139
2025
Q1 		$401K Hold
1,559
– – 0.09% 146
2024
Q4 		$423K Hold
1,559
– – 0.09% 137
2024
Q3 		$410K Buy
+1,559
New +$396K 0.09% 137

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Watts Gwilliam & Co's VV Position: Q3 2025 in Review

Watts Gwilliam & Co held its Vanguard Large-Cap ETF (VV) position steady in Q3 2025 at 1,559 shares worth $480K. The position accounts for 0.08% of the portfolio, ranked #143.

Watts Gwilliam & Co first reported a position in VV in Q3 2024 and has held it in 5 quarters since. 1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

  • Watts Gwilliam & Co held 1,559 shares of Vanguard Large-Cap ETF worth $480K as of Q3 2025.
  • Watts Gwilliam & Co left its Vanguard Large-Cap ETF share count unchanged in Q3 2025.
  • Vanguard Large-Cap ETF made up 0.08% of Watts Gwilliam & Co's portfolio in Q3 2025, its #143 holding.
  • Watts Gwilliam & Co first reported a position in Vanguard Large-Cap ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,265 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.