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Byrne Asset Management’s Vanguard Large-Cap ETF VV Stock Holding History

Byrne Asset 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 		$239K Sell
694
-14
-2% -$4.67K 0.13% 129
2026
Q1 		$212K Sell
708
-25
-3% -$7.82K 0.12% 129
2025
Q4 		$231K Buy
733
+21
+3% +$6.56K 0.13% 125
2025
Q3 		$219K Hold
712
– – 0.13% 112
2025
Q2 		$203K Buy
+712
New +$188K 0.13% 112
2025
Q1 		– Sell
-433
Closed -$117K – 141
2024
Q4 		$117K Buy
433
+4
+0.9% +$1.08K 0.08% 138
2024
Q3 		$113K Buy
429
+11
+3% +$2.79K 0.08% 150
2024
Q2 		$105K Sell
418
-72
-15% -$17.3K 0.08% 152
2024
Q1 		$117K Buy
490
+58
+13% +$13.3K 0.08% 145
2023
Q4 		$94.6K Buy
432
+68
+19% +$13.9K 0.07% 149
2023
Q3 		$71K Buy
364
+15
+4% +$3.06K 0.06% 171
2023
Q2 		$71K Sell
349
-17
-5% -$3.26K 0.05% 224
2023
Q1 		$68K Buy
366
+4
+1% +$728 0.05% 204
2022
Q4 		$63.1K Buy
362
+44
+14% +$7.72K 0.05% 204
2022
Q3 		$52K Sell
318
-2
-0.6% -$364 0.04% 197
2022
Q2 		$55K Sell
320
-71
-18% -$13.3K 0.04% 183
2022
Q1 		$82K Buy
391
+153
+64% +$31.4K 0.05% 181
2021
Q4 		$53K Buy
+238
New +$51K 0.03% 214

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

Byrne Asset Management's VV Position: Q2 2026 in Review

Byrne Asset Management reduced its Vanguard Large-Cap ETF (VV) stake by 2% in Q2 2026, selling an estimated $4.67K and leaving 694 shares worth $239K. The position accounts for 0.13% of the portfolio, ranked #129.

Byrne Asset Management first reported a position in VV in Q4 2021 and has held it in 18 quarters since. 246 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Byrne Asset Management held 694 shares of Vanguard Large-Cap ETF worth $239K as of Q2 2026.
  • Byrne Asset Management sold 14 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $4.67K.
  • Vanguard Large-Cap ETF made up 0.13% of Byrne Asset Management's portfolio in Q2 2026, its #129 holding.
  • Byrne Asset Management first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 246 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.