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Addis & Hill’s Vanguard Large-Cap ETF VV Stock Holding History

Addis & Hill’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 		$64.4M Sell
187,371
-23,864
-11% -$7.96M 35.51% 1
2026
Q1 		$63.1M Buy
211,235
+3,533
+2% +$1.11M 38.39% 1
2025
Q4 		$65.4M Sell
207,702
-950
-0.5% -$297K 39.61% 1
2025
Q3 		$64.5M Buy
208,652
+2,473
+1% +$732K 39.32% 1
2025
Q2 		$58.8M Sell
206,179
-392
-0.2% -$103K 38.41% 1
2025
Q1 		$53.1M Buy
206,571
+12,999
+7% +$3.52M 37.07% 1
2024
Q4 		$52.2M Buy
193,572
+16,893
+10% +$4.58M 38.59% 1
2024
Q3 		$46.5M Sell
176,679
-928
-0.5% -$235K 35.63% 1
2024
Q2 		$44.8M Buy
177,607
+872
+0.5% +$209K 37.33% 1
2024
Q1 		$42.1M Sell
176,735
-2,224
-1% -$509K 35.95% 1
2023
Q4 		$42.3M Buy
+178,959
New +$36.6M 37.57% 1

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Addis & Hill's VV Position: Q2 2026 in Review

Addis & Hill reduced its Vanguard Large-Cap ETF (VV) stake by 11% in Q2 2026, selling an estimated $7.96M and leaving 187,371 shares worth $64.4M. The position accounts for 35.51% of the portfolio, ranked #1.

Addis & Hill first reported a position in VV in Q4 2023 and has held it in 11 quarters since. The position peaked at $65.4M in Q4 2025. 246 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Addis & Hill held 187,371 shares of Vanguard Large-Cap ETF worth $64.4M as of Q2 2026.
  • Addis & Hill sold 23,864 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $7.96M.
  • Vanguard Large-Cap ETF made up 35.51% of Addis & Hill's portfolio in Q2 2026, its #1 holding.
  • Addis & Hill first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Addis & Hill's Vanguard Large-Cap ETF position peaked at $65.4M in Q4 2025.
  • 246 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Addis & Hill's 13F filing for Q2 2026, filed 7 Jul 2026.