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

Waverly 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 		$2.37M Sell
7,915
-50
-0.6% -$15.6K 0.02% 608
2025
Q4 		$2.51M Buy
7,965
+824
+12% +$257K 0.02% 543
2025
Q3 		$2.2M Sell
7,141
-533
-7% -$158K 0.02% 494
2025
Q2 		$2.19M Buy
7,674
+4,954
+182% +$1.31M 0.02% 476
2025
Q1 		$699K Buy
2,720
+54
+2% +$14.6K 0.01% 690
2024
Q4 		$719K Sell
2,666
-369
-12% -$100K 0.01% 588
2024
Q3 		$799K Sell
3,035
-92
-3% -$23.3K 0.01% 490
2024
Q2 		$781K Buy
3,127
+1,602
+105% +$385K 0.02% 480
2024
Q1 		$366K Buy
1,525
+301
+25% +$68.9K 0.01% 530
2023
Q4 		$267K Buy
+1,224
New +$250K 0.01% 376
2015
Q1 		– Sell
-106
Closed -$10K – 430
2014
Q4 		$10K Hold
106
– – 0.01% 316
2014
Q3 		$10K Hold
106
– – 0.01% 487
2014
Q2 		$10K Buy
+106
New +$9.26K ﹤0.01% 451
2013
Q4 		– Sell
-847
Closed -$66K – 846
2013
Q3 		$66K Buy
+847
New +$65.1K 0.03% 205

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

Waverly Advisors's VV Position: Q1 2026 in Review

Waverly Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 0.63% in Q1 2026, selling an estimated $15.6K and leaving 7,915 shares worth $2.37M. The position accounts for 0.02% of the portfolio, ranked #608.

Waverly Advisors first reported a position in VV in Q3 2013 and has held it in 14 quarters since. The position peaked at $2.51M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Waverly Advisors held 7,915 shares of Vanguard Large-Cap ETF worth $2.37M as of Q1 2026.
  • Waverly Advisors sold 50 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $15.6K.
  • Vanguard Large-Cap ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #608 holding.
  • Waverly Advisors first reported a position in Vanguard Large-Cap ETF in Q3 2013 and has held it in 14 quarters since.
  • Waverly Advisors's Vanguard Large-Cap ETF position peaked at $2.51M in Q4 2025.
  • 1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.