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

World Investment 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
2026
Q1 		$3.37M Sell
11,270
-14,838
-57% -$4.64M 0.05% 354
2025
Q4 		$8.22M Buy
26,108
+1,063
+4% +$332K 0.13% 177
2025
Q3 		$7.71M Sell
25,045
-732
-3% -$217K 0.16% 152
2025
Q2 		$7.35M Buy
25,777
+599
+2% +$158K 0.17% 141
2025
Q1 		$6.47M Buy
25,178
+584
+2% +$158K 0.17% 147
2024
Q4 		$6.63M Sell
24,594
-1,371
-5% -$371K 0.18% 130
2024
Q3 		$6.84M Buy
25,965
+837
+3% +$212K 0.21% 114
2024
Q2 		$6.27M Buy
25,128
+23,066
+1,119% +$5.54M 0.39% 56
2024
Q1 		$494K Buy
2,062
+395
+24% +$90.4K 0.07% 221
2023
Q4 		$364K Buy
1,667
+5
+0.3% +$1.02K 0.05% 274
2023
Q3 		$325K Sell
1,662
-3
-0.2% -$611 0.06% 189
2023
Q2 		$338K Buy
1,665
+1
+0.1% +$192 0.07% 183
2023
Q1 		$311K Sell
1,664
-340
-17% -$61.9K 0.06% 178
2022
Q4 		$349K Sell
2,004
-5,749
-74% -$1.01M 0.08% 161
2022
Q3 		$1.27M Buy
7,753
+78
+1% +$14.2K 0.3% 53
2022
Q2 		$1.46M Sell
7,675
-189
-2% -$35.5K 0.31% 51
2022
Q1 		$1.64M Buy
7,864
+11
+0.1% +$2.26K 0.34% 53
2021
Q4 		$1.63M Sell
7,853
-600
-7% -$129K 0.34% 53
2021
Q3 		$1.7M Sell
8,453
-2,721
-24% -$562K 0.38% 46
2021
Q2 		$2.24M Buy
11,174
+92
+0.8% +$18K 0.51% 38
2021
Q1 		$2.12M Sell
11,082
-615
-5% -$111K 0.51% 38
2020
Q4 		$2.17M Buy
11,697
+10,194
+678% +$1.69M 0.55% 36
2020
Q3 		$235K Buy
+1,503
New +$232K 0.08% 144

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

World Investment Advisors's VV Position: Q1 2026 in Review

World Investment Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 57% in Q1 2026, selling an estimated $4.64M and leaving 11,270 shares worth $3.37M. The position accounts for 0.05% of the portfolio, ranked #354.

World Investment Advisors first reported a position in VV in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.22M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • World Investment Advisors held 11,270 shares of Vanguard Large-Cap ETF worth $3.37M as of Q1 2026.
  • World Investment Advisors sold 14,838 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $4.64M.
  • Vanguard Large-Cap ETF made up 0.05% of World Investment Advisors's portfolio in Q1 2026, its #354 holding.
  • World Investment Advisors first reported a position in Vanguard Large-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • World Investment Advisors's Vanguard Large-Cap ETF position peaked at $8.22M in Q4 2025.
  • 1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.