Westwood Holdings Group’s Vanguard Large-Cap ETF VV Stock Holding History

Westwood Holdings 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
2025 Q1	–	Sell	-2,870	Closed	-$774K	–	508
2024 Q4	$774K	Hold	2,870	–	–	0.01%	388
2024 Q3	$756K	Hold	2,870	–	–	﹤0.01%	375
2024 Q2	$716K	Hold	2,870	–	–	﹤0.01%	363
2024 Q1	$688K	Hold	2,870	–	–	0.01%	377
2023 Q4	$626K	Sell	2,870 -21	-0.7%	-$4.29K	0.01%	378
2023 Q3	$566K	Hold	2,891	–	–	0.01%	376
2023 Q2	$586K	Buy	+2,891	New	+$554K	0.01%	378

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Westwood Holdings Group's VV Position: Q1 2025 in Review

Westwood Holdings Group sold out of Vanguard Large-Cap ETF (VV) in Q1 2025, closing a stake of 2,870 shares — an estimated $774K sold.

Westwood Holdings Group first reported a position in VV in Q2 2023 and held it in 7 quarters. The position peaked at $774K in Q4 2024. 1,183 funds tracked by Wall St. Rank hold VV as of Q1 2025.

Westwood Holdings Group reported no remaining Vanguard Large-Cap ETF position as of Q1 2025 after selling out during the quarter.
Westwood Holdings Group sold 2,870 Vanguard Large-Cap ETF shares in Q1 2025, an estimated $774K.
Westwood Holdings Group first reported a position in Vanguard Large-Cap ETF in Q2 2023 and held it in 7 quarters.
Westwood Holdings Group's Vanguard Large-Cap ETF position peaked at $774K in Q4 2024.
1,183 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2025.

Based on Westwood Holdings Group's 13F filing for Q1 2025, filed 9 May 2025.