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

Wealthstream 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
2025 Q3	$1.47M	Hold	4,777	–	–	0.22%	37
2025 Q2	$1.36M	Buy	4,777 +162	+4%	+$42.7K	0.23%	35
2025 Q1	$1.19M	Buy	4,615 +16	+0.3%	+$4.33K	0.22%	37
2024 Q4	$1.24M	Buy	4,599 +29	+0.6%	+$7.86K	0.23%	34
2024 Q3	$1.2M	Buy	4,570 +15	+0.3%	+$3.81K	0.22%	36
2024 Q2	$1.14M	Hold	4,555	–	–	0.42%	34
2024 Q1	$1.09M	Buy	4,555 +16	+0.4%	+$3.66K	0.41%	36
2023 Q4	$990K	Buy	4,539 +19	+0.4%	+$3.88K	0.41%	33
2023 Q3	$885K	Buy	4,520 +16	+0.4%	+$3.26K	0.46%	28
2023 Q2	$913K	Buy	4,504 +1,362	+43%	+$261K	0.48%	27
2023 Q1	$587K	Buy	3,142 +12	+0.4%	+$2.19K	0.35%	37
2022 Q4	$545K	Buy	3,130 +15	+0.5%	+$2.63K	0.36%	39
2022 Q3	$509K	Buy	3,115 +13	+0.4%	+$2.36K	0.55%	32
2022 Q2	$535K	Buy	3,102 +12	+0.4%	+$2.25K	0.54%	29
2022 Q1	$644K	Buy	3,090 +10	+0.3%	+$2.05K	0.56%	28
2021 Q4	$681K	Buy	+3,080	New	+$660K	0.58%	28

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthstream Advisors's VV Position: Q3 2025 in Review

Wealthstream Advisors held its Vanguard Large-Cap ETF (VV) position steady in Q3 2025 at 4,777 shares worth $1.47M. The position accounts for 0.22% of the portfolio, ranked #37.

Wealthstream Advisors first reported a position in VV in Q4 2021 and has held it in 16 quarters since. 1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

Wealthstream Advisors held 4,777 shares of Vanguard Large-Cap ETF worth $1.47M as of Q3 2025.
Wealthstream Advisors left its Vanguard Large-Cap ETF share count unchanged in Q3 2025.
Vanguard Large-Cap ETF made up 0.22% of Wealthstream Advisors's portfolio in Q3 2025, its #37 holding.
Wealthstream Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 16 quarters since.
1,265 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.