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Beacon Financial Strategies’s Vanguard Large-Cap ETF VV Stock Holding History

Beacon Financial Strategies’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 		$787K Sell
2,289
-17
-0.7% -$5.67K 0.39% 13
2026
Q1 		$689K Hold
2,306
– – 0.39% 13
2025
Q4 		$726K Hold
2,306
– – 0.41% 14
2025
Q3 		$710K Hold
2,306
– – 0.42% 12
2025
Q2 		$658K Sell
2,306
-21
-0.9% -$5.53K 0.41% 12
2025
Q1 		$598K Hold
2,327
– – 0.4% 14
2024
Q4 		$628K Hold
2,327
– – 0.42% 14
2024
Q3 		$613K Hold
2,327
– – 0.42% 13
2024
Q2 		$581K Sell
2,327
-13
-0.6% -$3.12K 0.42% 13
2024
Q1 		$561K Hold
2,340
– – 0.4% 14
2023
Q4 		$510K Hold
2,340
– – 0.4% 16
2023
Q3 		$458K Sell
2,340
-28
-1% -$5.7K 0.4% 16
2023
Q2 		$480K Hold
2,368
– – 0.39% 19
2023
Q1 		$442K Hold
2,368
– – 0.38% 18
2022
Q4 		$413K Hold
2,368
– – 0.37% 18
2022
Q3 		$387K Hold
2,368
– – 0.37% 18
2022
Q2 		$408K Sell
2,368
-358
-13% -$67.2K 0.38% 19
2022
Q1 		$568K Buy
2,726
+332
+14% +$68.2K 0.49% 14
2021
Q4 		$529K Buy
2,394
+201
+9% +$43.1K 0.45% 17
2021
Q3 		$441K Hold
2,193
– – 0.4% 16
2021
Q2 		$440K Buy
+2,193
New +$428K 0.38% 18

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 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
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

Beacon Financial Strategies's VV Position: Q2 2026 in Review

Beacon Financial Strategies reduced its Vanguard Large-Cap ETF (VV) stake by 0.74% in Q2 2026, selling an estimated $5.67K and leaving 2,289 shares worth $787K. The position accounts for 0.39% of the portfolio, ranked #13.

Beacon Financial Strategies first reported a position in VV in Q2 2021 and has held it in 21 quarters since. 462 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Beacon Financial Strategies held 2,289 shares of Vanguard Large-Cap ETF worth $787K as of Q2 2026.
  • Beacon Financial Strategies sold 17 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $5.67K.
  • Vanguard Large-Cap ETF made up 0.39% of Beacon Financial Strategies's portfolio in Q2 2026, its #13 holding.
  • Beacon Financial Strategies first reported a position in Vanguard Large-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 462 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.