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Canvas Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Canvas Wealth Advisors’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 		$1.03M Sell
3,004
-477
-14% -$159K 0.14% 82
2026
Q1 		$1.04M Buy
3,481
+2,687
+338% +$841K 0.18% 76
2025
Q4 		$250K Sell
794
-162
-17% -$50.6K 0.04% 189
2025
Q3 		$296K Sell
956
-103
-10% -$30.5K 0.05% 154
2025
Q2 		$311K Sell
1,059
-350
-25% -$92.2K 0.06% 139
2025
Q1 		$342K Buy
1,409
+4
+0.3% +$1.08K 0.09% 124
2024
Q4 		$379K Hold
1,405
– – 0.1% 111
2024
Q3 		$371K Hold
1,405
– – 0.1% 107
2024
Q2 		$349K Sell
1,405
-24
-2% -$5.76K 0.11% 100
2024
Q1 		$328K Sell
1,429
-76
-5% -$17.4K 0.11% 97
2023
Q4 		$330K Hold
1,505
– – 0.12% 95
2023
Q3 		$290K Sell
1,505
-50
-3% -$10.2K 0.12% 97
2023
Q2 		$323K Sell
1,555
-50
-3% -$9.58K 0.12% 94
2023
Q1 		$302K Hold
1,605
– – 0.13% 108
2022
Q4 		$286K Hold
1,605
– – 0.12% 116
2022
Q3 		$280K Sell
1,605
-45
-3% -$8.18K 0.12% 97
2022
Q2 		$284K Hold
1,650
– – 0.11% 99
2022
Q1 		$315K Hold
1,650
– – 0.11% 114
2021
Q4 		$365K Hold
1,650
– – 0.13% 104
2021
Q3 		$332K Buy
+1,650
New +$341K 0.14% 95

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

Canvas Wealth Advisors's VV Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 14% in Q2 2026, selling an estimated $159K and leaving 3,004 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #82.

Canvas Wealth Advisors first reported a position in VV in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.04M in Q1 2026. 366 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Canvas Wealth Advisors held 3,004 shares of Vanguard Large-Cap ETF worth $1.03M as of Q2 2026.
  • Canvas Wealth Advisors sold 477 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $159K.
  • Vanguard Large-Cap ETF made up 0.14% of Canvas Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Canvas Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • Canvas Wealth Advisors's Vanguard Large-Cap ETF position peaked at $1.04M in Q1 2026.
  • 366 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.