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

Atticus 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 		$4.03M Sell
11,729
-45
-0.4% -$15K 0.96% 17
2026
Q1 		$3.52M Sell
11,774
-100
-0.8% -$31.3K 0.95% 18
2025
Q4 		$3.74M Sell
11,874
-42
-0.4% -$13.1K 0.92% 18
2025
Q3 		$3.67M Sell
11,916
-352
-3% -$104K 0.93% 19
2025
Q2 		$3.5M Sell
12,268
-95
-0.8% -$25K 0.95% 19
2025
Q1 		$3.18M Sell
12,363
-717
-5% -$194K 1.04% 20
2024
Q4 		$3.53M Sell
13,080
-568
-4% -$154K 1.1% 19
2024
Q3 		$3.59M Sell
13,648
-87
-0.6% -$22.1K 1.15% 17
2024
Q2 		$3.43M Sell
13,735
-37
-0.3% -$8.89K 1.12% 17
2024
Q1 		$3.3M Sell
13,772
-291
-2% -$66.6K 1.08% 17
2023
Q4 		$3.07M Sell
14,063
-2,084
-13% -$426K 1.08% 17
2023
Q3 		$3.16M Sell
16,147
-954
-6% -$194K 1.21% 16
2023
Q2 		$3.47M Sell
17,101
-144
-0.8% -$27.6K 1.28% 16
2023
Q1 		$3.22M Sell
17,245
-1,002
-5% -$182K 1.23% 16
2022
Q4 		$3.18M Buy
18,247
+38
+0.2% +$6.67K 1.31% 15
2022
Q3 		$3.14M Hold
18,209
– – 1.52% 14
2022
Q2 		$3.14M Buy
18,209
+13
+0.1% +$2.44K 1.3% 17
2022
Q1 		$3.79M Buy
18,196
+763
+4% +$157K 1.39% 18
2021
Q4 		$3.85M Buy
17,433
+902
+5% +$193K 1.5% 17
2021
Q3 		$3.32M Buy
16,531
+721
+5% +$149K 1.46% 16
2021
Q2 		$3.17M Buy
15,810
+220
+1% +$42.9K 1.38% 20
2021
Q1 		$2.89M Sell
15,590
-693
-4% -$126K 1.38% 21
2020
Q4 		$2.86M Buy
16,283
+595
+4% +$98.8K 1.44% 18
2020
Q3 		$2.45M Sell
15,688
-5,089
-24% -$785K 1.46% 19
2020
Q2 		$2.97M Buy
20,777
+678
+3% +$91.7K 1.96% 12
2020
Q1 		$2.38M Sell
20,099
-1,500
-7% -$211K 1.92% 15
2019
Q4 		$3.19M Buy
+21,599
New +$3.06M 2.04% 15

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

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

Atticus Wealth Management reduced its Vanguard Large-Cap ETF (VV) stake by 0.38% in Q2 2026, selling an estimated $15K and leaving 11,729 shares worth $4.03M. The position accounts for 0.96% of the portfolio, ranked #17.

Atticus Wealth Management first reported a position in VV in Q4 2019 and has held it in 27 quarters since. 567 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Atticus Wealth Management held 11,729 shares of Vanguard Large-Cap ETF worth $4.03M as of Q2 2026.
  • Atticus Wealth Management sold 45 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $15K.
  • Vanguard Large-Cap ETF made up 0.96% of Atticus Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Atticus Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 567 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.