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

Yoder 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	$472K	Sell	1,580 -26	-2%	-$8.13K	0.22%	69
2025 Q4	$506K	Hold	1,606	–	–	0.23%	69
2025 Q3	$494K	Sell	1,606 -31	-2%	-$9.18K	0.23%	69
2025 Q2	$467K	Sell	1,637 -33	-2%	-$8.7K	0.24%	67
2025 Q1	$429K	Hold	1,670	–	–	0.24%	67
2024 Q4	$450K	Buy	+1,670	New	+$453K	0.25%	69

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

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

Yoder Wealth Management reduced its Vanguard Large-Cap ETF (VV) stake by 1.6% in Q1 2026, selling an estimated $8.13K and leaving 1,580 shares worth $472K. The position accounts for 0.22% of the portfolio, ranked #69.

Yoder Wealth Management first reported a position in VV in Q4 2024 and has held it in 6 quarters since. The position peaked at $506K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Yoder Wealth Management held 1,580 shares of Vanguard Large-Cap ETF worth $472K as of Q1 2026.
Yoder Wealth Management sold 26 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $8.13K.
Vanguard Large-Cap ETF made up 0.22% of Yoder Wealth Management's portfolio in Q1 2026, its #69 holding.
Yoder Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Yoder Wealth Management's Vanguard Large-Cap ETF position peaked at $506K in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.