Western Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Western Wealth Management’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	$883K	Buy	2,956 +43	+1%	+$13.5K	0.03%	483
2025 Q4	$917K	Sell	2,913 -609	-17%	-$190K	0.04%	370
2025 Q3	$1.08M	Buy	3,522 +1,930	+121%	+$571K	0.06%	290
2025 Q2	$454K	Buy	1,592 +122	+8%	+$32.1K	0.03%	435
2025 Q1	$378K	Sell	1,470 -202	-12%	-$54.7K	0.03%	458
2024 Q4	$451K	Sell	1,672 -274	-14%	-$74.2K	0.03%	408
2024 Q3	$512K	Sell	1,946 -82	-4%	-$20.8K	0.03%	459
2024 Q2	$506K	Sell	2,028 -836	-29%	-$201K	0.04%	367
2024 Q1	$687K	Buy	2,864 +70	+3%	+$16K	0.05%	296
2023 Q4	$609K	Buy	+2,794	New	+$571K	0.04%	364

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

Western Wealth Management's VV Position: Q1 2026 in Review

Western Wealth Management increased its Vanguard Large-Cap ETF (VV) stake by 1.5% in Q1 2026, buying an estimated $13.5K and bringing the position to 2,956 shares worth $883K. The position accounts for 0.03% of the portfolio, ranked #483.

Western Wealth Management first reported a position in VV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.08M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Western Wealth Management held 2,956 shares of Vanguard Large-Cap ETF worth $883K as of Q1 2026.
Western Wealth Management bought 43 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $13.5K.
Vanguard Large-Cap ETF made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #483 holding.
Western Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Western Wealth Management's Vanguard Large-Cap ETF position peaked at $1.08M in Q3 2025.
1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.