VV β€” Vanguard Large-Cap ETF

Ownership history in Johnson Financial Group, LLC  Β·  33 quarters on record

AI Ownership Summary

Johnson Financial Group, LLC reported Vanguard Large-Cap ETF (VV) in 33 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 48.94% in 2025 Q4. The latest visible filing shows VV at 48.94% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Johnson Financial Group, LLC's position in Vanguard Large-Cap ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VV was reported at 48.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
48.94% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Johnson Financial Group, LLC held VV β€” position size vs. price
% of Fund (quarterly)    VV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,511,871 +908,240 +56.6% 48.94% $790.7M 2026-02-14 (Est.) $313.21
2025 Q3 REDUCED 1,603,631 -7,153 -0.4% 45.14% $493.7M 2025-10-30 $313.36
2025 Q2 ADDED 1,610,784 +173,152 +12.0% 43.56% $459.6M 2025-08-11 $292.12
2025 Q1 REDUCED 1,437,632 -13,742 -0.9% 38.99% $369.5M 2025-05-12 $266.30
2024 Q4 ADDED 1,451,374 +1,809 +0.1% 45.84% $391.4M 2025-02-04 $274.62
2024 Q3 ADDED 1,449,565 +28,328 +2.0% 46.39% $381.7M 2024-10-30 $262.33
2024 Q2 ADDED 1,421,237 +17,315 +1.2% 46.39% $354.8M 2024-08-01 $244.55
2024 Q1 ADDED 1,403,922 +60,770 +4.5% 42.48% $336.6M 2024-05-10 $233.95
2023 Q4 REDUCED 1,343,152 -8,133 -0.6% 37.50% $293.0M 2024-02-06 $221.51
2023 Q3 ADDED 1,351,285 +19,762 +1.5% 37.77% $264.4M 2023-11-07 $194.57
23 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Johnson Financial Group, LLC and VV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Johnson Financial Group, LLC reported owning VV?

Johnson Financial Group, LLC reported VV across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VV position in Johnson Financial Group, LLC's portfolio?

The largest reported portfolio weight for VV was 48.94% in 2025 Q4.

What is the latest reported VV position on this page?

The most recent filing on this page is 2025 Q4, when Johnson Financial Group, LLC reported 2,511,871 shares, equal to 48.94% of portfolio, with an estimated market value of $790.7M.

What does the chart on this VV ownership page compare?

The chart compares Johnson Financial Group, LLC's quarterly VV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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