CIAS
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Capital Investment Advisory Services’s Vanguard Large-Cap ETF VV Stock Holding History

Capital Investment Advisory Services’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 		$163K Hold
473
– – 0.01% 740
2026
Q1 		$141K Sell
473
-103
-18% -$32.2K 0.01% 681
2025
Q4 		$181K Buy
576
+174
+43% +$54.3K 0.01% 621
2025
Q3 		$124K Hold
402
– – 0.01% 649
2025
Q2 		$115K Hold
402
– – 0.01% 632
2025
Q1 		$103K Buy
402
+168
+72% +$45.5K 0.01% 607
2024
Q4 		$63.1K Sell
234
-183
-44% -$49.6K 0.01% 625
2024
Q3 		$110K Sell
417
-50
-11% -$12.7K 0.01% 580
2024
Q2 		$117K Sell
467
-293
-39% -$70.4K 0.01% 547
2024
Q1 		$182K Sell
760
-6,946
-90% -$1.59M 0.02% 499
2023
Q4 		$1.68M Sell
7,706
-281
-4% -$57.4K 0.16% 120
2023
Q3 		$1.56M Buy
7,987
+64
+0.8% +$13K 0.15% 116
2023
Q2 		$1.61M Sell
7,923
-52
-0.7% -$9.97K 0.16% 112
2023
Q1 		$1.49M Sell
7,975
-55
-0.7% -$10K 0.18% 111
2022
Q4 		$1.4M Sell
8,030
-483
-6% -$84.7K 0.17% 120
2022
Q3 		$1.39M Hold
8,513
– – 0.18% 105
2022
Q2 		$1.47M Buy
8,513
+104
+1% +$19.5K 0.18% 117
2022
Q1 		$1.75M Hold
8,409
– – 0.19% 106
2021
Q4 		$1.86M Sell
8,409
-4
-0% -$858 0.22% 101
2021
Q3 		$1.69M Sell
8,413
-20
-0.2% -$4.13K 0.21% 99
2021
Q2 		$1.69M Sell
8,433
-50
-0.6% -$9.76K 0.21% 97
2021
Q1 		$1.57M Sell
8,483
-226
-3% -$41K 0.22% 99
2020
Q4 		$1.53M Sell
8,709
-1,092
-11% -$181K 0.23% 97
2020
Q3 		$1.53M Buy
+9,801
New +$1.51M 0.29% 83

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

Capital Investment Advisory Services's VV Position: Q2 2026 in Review

Capital Investment Advisory Services held its Vanguard Large-Cap ETF (VV) position steady in Q2 2026 at 473 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #740.

Capital Investment Advisory Services first reported a position in VV in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.86M in Q4 2021. 462 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Capital Investment Advisory Services held 473 shares of Vanguard Large-Cap ETF worth $163K as of Q2 2026.
  • Capital Investment Advisory Services left its Vanguard Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Large-Cap ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #740 holding.
  • Capital Investment Advisory Services first reported a position in Vanguard Large-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • Capital Investment Advisory Services's Vanguard Large-Cap ETF position peaked at $1.86M in Q4 2021.
  • 462 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.