WLIM
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White Lighthouse Investment Management’s Vanguard Large-Cap ETF VV Stock Holding History

White Lighthouse Investment 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 		$533K Buy
1,784
+1
+0.1% +$313 0.07% 101
2025
Q4 		$561K Buy
1,783
+25
+1% +$7.81K 0.08% 97
2025
Q3 		$541K Hold
1,758
– – 0.08% 93
2025
Q2 		$502K Sell
1,758
-197
-10% -$51.9K 0.08% 94
2025
Q1 		$507K Hold
1,955
– – 0.09% 88
2024
Q4 		$527K Sell
1,955
-103
-5% -$27.9K 0.09% 88
2024
Q3 		$542K Buy
2,058
+92
+5% +$23.3K 0.1% 81
2024
Q2 		$491K Sell
1,966
-367
-16% -$88.2K 0.09% 84
2024
Q1 		$559K Hold
2,333
– – 0.11% 80
2023
Q4 		$509K Hold
2,333
– – 0.11% 82
2023
Q3 		$457K Hold
2,333
– – 0.11% 83
2023
Q2 		$473K Hold
2,333
– – 0.11% 82
2023
Q1 		$436K Buy
2,333
+34
+1% +$6.19K 0.11% 83
2022
Q4 		$400K Sell
2,299
-80
-3% -$14K 0.11% 86
2022
Q3 		$389K Sell
2,379
-40
-2% -$7.27K 0.11% 82
2022
Q2 		$417K Sell
2,419
-137
-5% -$25.7K 0.12% 81
2022
Q1 		$533K Buy
+2,556
New +$525K 0.14% 75

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

White Lighthouse Investment Management's VV Position: Q1 2026 in Review

White Lighthouse Investment Management increased its Vanguard Large-Cap ETF (VV) stake by 0.06% in Q1 2026, buying an estimated $313 and bringing the position to 1,784 shares worth $533K. The position accounts for 0.07% of the portfolio, ranked #101.

White Lighthouse Investment Management first reported a position in VV in Q1 2022 and has held it in 17 quarters since. The position peaked at $561K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • White Lighthouse Investment Management held 1,784 shares of Vanguard Large-Cap ETF worth $533K as of Q1 2026.
  • White Lighthouse Investment Management bought 1 Vanguard Large-Cap ETF share in Q1 2026, an estimated $313.
  • Vanguard Large-Cap ETF made up 0.07% of White Lighthouse Investment Management's portfolio in Q1 2026, its #101 holding.
  • White Lighthouse Investment Management first reported a position in Vanguard Large-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • White Lighthouse Investment Management's Vanguard Large-Cap ETF position peaked at $561K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.