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

Abound 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
Q2 		$30.1M Buy
87,540
+2,443
+3% +$815K 5.98% 5
2026
Q1 		$25.4M Buy
85,097
+5,647
+7% +$1.77M 5.78% 5
2025
Q4 		$25M Buy
79,450
+608
+0.8% +$190K 5.86% 5
2025
Q3 		$24.3M Buy
78,842
+327
+0.4% +$96.8K 6.08% 5
2025
Q2 		$22.4M Buy
78,515
+64,854
+475% +$17.1M 6.33% 5
2025
Q1 		$3.51M Buy
13,661
+12
+0.1% +$3.25K 1.17% 16
2024
Q4 		$3.68M Buy
13,649
+40
+0.3% +$10.8K 1.18% 15
2024
Q3 		$3.58M Sell
13,609
-870
-6% -$221K 1.19% 15
2024
Q2 		$3.61M Sell
14,479
-19
-0.1% -$4.56K 1.33% 13
2024
Q1 		$3.48M Sell
14,498
-30
-0.2% -$6.86K 1.32% 14
2023
Q4 		$3.17M Sell
14,528
-140
-1% -$28.6K 1.27% 15
2023
Q3 		$2.87M Buy
14,668
+29
+0.2% +$5.91K 1.22% 16
2023
Q2 		$2.97M Sell
14,639
-8
-0.1% -$1.53K 1.24% 16
2023
Q1 		$2.74M Sell
14,647
-65
-0.4% -$11.8K 1.23% 16
2022
Q4 		$2.56M Sell
14,712
-832
-5% -$146K 1.25% 15
2022
Q3 		$2.54M Buy
15,544
+55
+0.4% +$10K 1.37% 16
2022
Q2 		$2.67M Buy
15,489
+50
+0.3% +$9.38K 1.49% 15
2022
Q1 		$3.22M Buy
15,439
+40
+0.3% +$8.22K 2.32% 11
2021
Q4 		$3.4M Buy
+15,399
New +$3.3M 2.67% 10

Other funds holding VV

MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Abound Wealth Management's VV Position: Q2 2026 in Review

Abound Wealth Management increased its Vanguard Large-Cap ETF (VV) stake by 2.9% in Q2 2026, buying an estimated $815K and bringing the position to 87,540 shares worth $30.1M. The position accounts for 5.98% of the portfolio, ranked #5.

Abound Wealth Management first reported a position in VV in Q4 2021 and has held it in 19 quarters since. 291 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Abound Wealth Management held 87,540 shares of Vanguard Large-Cap ETF worth $30.1M as of Q2 2026.
  • Abound Wealth Management bought 2,443 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $815K.
  • Vanguard Large-Cap ETF made up 5.98% of Abound Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Abound Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 291 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.