Capital Advantage’s Vanguard Large-Cap ETF VV Stock Holding History

Capital Advantage’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	–	Sell	-1,022	Closed	-$305K	–	160
2026 Q1	$305K	Hold	1,022	–	–	0.04%	122
2025 Q4	$322K	Hold	1,022	–	–	0.04%	119
2025 Q3	$315K	Hold	1,022	–	–	0.05%	113
2025 Q2	$292K	Sell	1,022 -15	-1%	-$3.95K	0.05%	117
2025 Q1	$280K	Hold	1,037	–	–	0.05%	114
2024 Q4	$280K	Buy	+1,037	New	+$281K	0.05%	114

Other funds holding VV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return