Wealthspan Partners’s Vanguard Large-Cap ETF VV Stock Holding History

Wealthspan Partners’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	$274K	Hold	916	–	–	0.1%	106
2025 Q4	$288K	Buy	916 +13	+1%	+$4.06K	0.1%	104
2025 Q3	$278K	Hold	903	–	–	0.11%	105
2025 Q2	$258K	Hold	903	–	–	0.11%	101
2025 Q1	$232K	Hold	903	–	–	0.11%	100
2024 Q4	$244K	Hold	903	–	–	0.12%	96
2024 Q3	$238K	Hold	903	–	–	0.12%	98
2024 Q2	$225K	Hold	903	–	–	0.12%	94
2024 Q1	$217K	Buy	+903	New	+$207K	0.13%	92

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealthspan Partners's VV Position: Q1 2026 in Review

Wealthspan Partners held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 916 shares worth $274K. The position accounts for 0.1% of the portfolio, ranked #106.

Wealthspan Partners first reported a position in VV in Q1 2024 and has held it in 9 quarters since. The position peaked at $288K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Wealthspan Partners held 916 shares of Vanguard Large-Cap ETF worth $274K as of Q1 2026.
Wealthspan Partners left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Large-Cap ETF made up 0.1% of Wealthspan Partners's portfolio in Q1 2026, its #106 holding.
Wealthspan Partners first reported a position in Vanguard Large-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Wealthspan Partners's Vanguard Large-Cap ETF position peaked at $288K in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.