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Astoria Strategic Wealth’s Vanguard Large-Cap ETF VV Stock Holding History

Astoria Strategic Wealth’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 		$1.02M Hold
2,967
– – 0.23% 24
2026
Q1 		$887K Buy
2,967
+2
+0.1% +$626 0.23% 24
2025
Q4 		$933K Hold
2,965
– – 0.23% 24
2025
Q3 		$913K Sell
2,965
-4
-0.1% -$1.18K 0.23% 24
2025
Q2 		$847K Buy
+2,969
New +$782K 0.23% 24
2020
Q1 		– Sell
-6,238
Closed -$928K – 37
2019
Q4 		$928K Buy
+6,238
New +$882K 0.66% 18

Other funds holding VV

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
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

Astoria Strategic Wealth's VV Position: Q2 2026 in Review

Astoria Strategic Wealth held its Vanguard Large-Cap ETF (VV) position steady in Q2 2026 at 2,967 shares worth $1.02M. The position accounts for 0.23% of the portfolio, ranked #24.

Astoria Strategic Wealth first reported a position in VV in Q4 2019 and has held it in 6 quarters since. 345 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Astoria Strategic Wealth held 2,967 shares of Vanguard Large-Cap ETF worth $1.02M as of Q2 2026.
  • Astoria Strategic Wealth left its Vanguard Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Large-Cap ETF made up 0.23% of Astoria Strategic Wealth's portfolio in Q2 2026, its #24 holding.
  • Astoria Strategic Wealth first reported a position in Vanguard Large-Cap ETF in Q4 2019 and has held it in 6 quarters since.
  • 345 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Astoria Strategic Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.