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

Capital Advisors Ltd’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 		$15.9M Buy
46,353
+1,606
+4% +$536K 1.61% 15
2026
Q1 		$13.4M Buy
44,747
+319
+0.7% +$99.8K 1.52% 15
2025
Q4 		$14M Sell
44,428
-5,177
-10% -$1.62M 1.58% 16
2025
Q3 		$15.3M Buy
49,605
+544
+1% +$161K 1.72% 16
2025
Q2 		$14M Buy
49,061
+114
+0.2% +$30K 1.73% 16
2025
Q1 		$12.6M Sell
48,947
-440
-0.9% -$119K 1.66% 17
2024
Q4 		$13.3M Buy
49,387
+189
+0.4% +$51.2K 1.68% 17
2024
Q3 		$13M Buy
49,198
+1,639
+3% +$416K 1.61% 17
2024
Q2 		$11.9M Buy
47,559
+316
+0.7% +$75.9K 1.54% 17
2024
Q1 		$11.3M Buy
47,243
+1,077
+2% +$246K 1.48% 17
2023
Q4 		$10.1M Buy
46,166
+1,174
+3% +$240K 1.41% 16
2023
Q3 		$8.8M Buy
44,992
+544
+1% +$111K 1.35% 18
2023
Q2 		$9.01M Buy
44,448
+490
+1% +$93.9K 1.35% 18
2023
Q1 		$8.21M Buy
43,958
+244
+0.6% +$44.4K 1.35% 18
2022
Q4 		$7.62M Buy
43,714
+2,986
+7% +$524K 1.32% 19
2022
Q3 		$6.66M Buy
40,728
+8,976
+28% +$1.63M 1.3% 20
2022
Q2 		$5.47M Hold
31,752
– – 1.02% 24
2022
Q1 		$6.62M Hold
31,752
– – 1.1% 23
2021
Q4 		$7.02M Hold
31,752
– – 1.13% 22
2021
Q3 		$6.38M Hold
31,752
– – 1.14% 21
2021
Q2 		$6.37M Hold
31,752
– – 1.14% 21
2021
Q1 		$5.88M Sell
31,752
-334
-1% -$60.5K 1.08% 21
2020
Q4 		$5.64M Hold
32,086
– – 1.24% 20
2020
Q3 		$5.02M Sell
32,086
-1,238
-4% -$191K 1.25% 21
2020
Q2 		$4.76M Hold
33,324
– – 1.26% 19
2020
Q1 		$3.95M Buy
33,324
+1,631
+5% +$229K 1.24% 22
2019
Q4 		$4.69M Hold
31,693
– – 1.19% 21
2019
Q3 		$4.32M Hold
31,693
– – 1.2% 21
2019
Q2 		$4.27M Buy
31,693
+33
+0.1% +$4.37K 1.21% 20
2019
Q1 		$4.11M Hold
31,660
– – 1.11% 23
2018
Q4 		$3.64M Buy
31,660
+1,231
+4% +$152K 1.07% 23
2018
Q3 		$4.06M Hold
30,429
– – 1.15% 23
2018
Q2 		$3.8M Hold
30,429
– – 1.19% 22
2018
Q1 		$3.69M Buy
30,429
+625
+2% +$78.5K 1.19% 22
2017
Q4 		$3.65M Hold
29,804
– – 1.21% 21
2017
Q3 		$3.44M Hold
29,804
– – 1.21% 20
2017
Q2 		$3.31M Hold
29,804
– – 1.22% 21
2017
Q1 		$3.22M Hold
29,804
– – 1.24% 22
2016
Q4 		$3.05M Hold
29,804
– – 1.26% 20
2016
Q3 		$2.96M Hold
29,804
– – 1.3% 19
2016
Q2 		$2.86M Sell
29,804
-557
-2% -$52.9K 1.34% 19
2016
Q1 		$2.85M Hold
30,361
– – 1.42% 19
2015
Q4 		$2.84M Hold
30,361
– – 1.48% 18
2015
Q3 		$2.67M Buy
30,361
+81
+0.3% +$7.56K 1.47% 16
2015
Q2 		$2.87M Hold
30,280
– – 1.49% 16
2015
Q1 		$2.88M Buy
30,280
+209
+0.7% +$19.8K 1.5% 16
2014
Q4 		$2.84M Hold
30,071
– – 1.55% 15
2014
Q3 		$2.72M Sell
30,071
-189
-0.6% -$17.2K 1.55% 15
2014
Q2 		$2.72M Hold
30,260
– – 1.53% 15
2014
Q1 		$2.6M Hold
30,260
– – 1.53% 15
2013
Q4 		$2.57M Buy
+30,260
New +$2.46M 1.7% 14

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

Capital Advisors Ltd's VV Position: Q2 2026 in Review

Capital Advisors Ltd increased its Vanguard Large-Cap ETF (VV) stake by 3.6% in Q2 2026, buying an estimated $536K and bringing the position to 46,353 shares worth $15.9M. The position accounts for 1.61% of the portfolio, ranked #15.

Capital Advisors Ltd first reported a position in VV in Q4 2013 and has held it in 51 quarters since. 246 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Capital Advisors Ltd held 46,353 shares of Vanguard Large-Cap ETF worth $15.9M as of Q2 2026.
  • Capital Advisors Ltd bought 1,606 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $536K.
  • Vanguard Large-Cap ETF made up 1.61% of Capital Advisors Ltd's portfolio in Q2 2026, its #15 holding.
  • Capital Advisors Ltd first reported a position in Vanguard Large-Cap ETF in Q4 2013 and has held it in 51 quarters since.
  • 246 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.