Weaver Consulting Group’s Vanguard Large-Cap ETF VV Stock Holding History

Weaver Consulting Group’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	$521K	Buy	1,742 +79	+5%	+$24.7K	0.12%	144
2025 Q4	$524K	Hold	1,663	–	–	0.13%	140
2025 Q3	$512K	Buy	1,663 +9	+0.5%	+$2.67K	0.13%	135
2025 Q2	$472K	Hold	1,654	–	–	0.13%	133
2025 Q1	$425K	Hold	1,654	–	–	0.13%	135
2024 Q4	$446K	Hold	1,654	–	–	0.14%	123
2024 Q3	$435K	Hold	1,654	–	–	0.14%	124
2024 Q2	$413K	Hold	1,654	–	–	0.14%	122
2024 Q1	$397K	Hold	1,654	–	–	0.15%	126
2023 Q4	$361K	Hold	1,654	–	–	0.15%	122
2023 Q3	$324K	Hold	1,654	–	–	0.15%	129
2023 Q2	$335K	Hold	1,654	–	–	0.15%	124
2023 Q1	$309K	Sell	1,654 -290	-15%	-$52.8K	0.14%	136
2022 Q4	$339K	Hold	1,944	–	–	0.17%	117
2022 Q3	$318K	Hold	1,944	–	–	0.18%	110
2022 Q2	$335K	Hold	1,944	–	–	0.19%	108
2022 Q1	$405K	Hold	1,944	–	–	0.2%	102
2021 Q4	$430K	Hold	1,944	–	–	0.21%	89
2021 Q3	$391K	Hold	1,944	–	–	0.21%	93
2021 Q2	$390K	Hold	1,944	–	–	0.22%	93
2021 Q1	$360K	Hold	1,944	–	–	0.22%	86
2020 Q4	$342K	Buy	1,944 +200	+11%	+$33.2K	0.21%	90
2020 Q3	$273K	Hold	1,744	–	–	0.16%	92
2020 Q2	$249K	Hold	1,744	–	–	0.14%	99
2020 Q1	$207K	Hold	1,744	–	–	0.14%	103
2019 Q4	$238K	Hold	1,744	–	–	0.13%	101
2019 Q3	$241K	Hold	1,744	–	–	0.13%	92
2019 Q2	$235K	Sell	1,744 -346	-17%	-$45.8K	0.13%	91
2019 Q1	$277K	Buy	+2,090	New	+$261K	0.08%	177

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

Weaver Consulting Group's VV Position: Q1 2026 in Review

Weaver Consulting Group increased its Vanguard Large-Cap ETF (VV) stake by 4.8% in Q1 2026, buying an estimated $24.7K and bringing the position to 1,742 shares worth $521K. The position accounts for 0.12% of the portfolio, ranked #144.

Weaver Consulting Group first reported a position in VV in Q1 2019 and has held it in 29 quarters since. The position peaked at $524K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Weaver Consulting Group held 1,742 shares of Vanguard Large-Cap ETF worth $521K as of Q1 2026.
Weaver Consulting Group bought 79 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $24.7K.
Vanguard Large-Cap ETF made up 0.12% of Weaver Consulting Group's portfolio in Q1 2026, its #144 holding.
Weaver Consulting Group first reported a position in Vanguard Large-Cap ETF in Q1 2019 and has held it in 29 quarters since.
Weaver Consulting Group's Vanguard Large-Cap ETF position peaked at $524K in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.