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

Capital Squared Financial’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 		$4.1M Sell
11,929
-48
-0.4% -$16K 2.68% 7
2026
Q1 		$3.58M Buy
11,977
+241
+2% +$75.4K 2.73% 7
2025
Q4 		$3.69M Sell
11,736
-187
-2% -$58.4K 2.88% 7
2025
Q3 		$3.67M Buy
11,923
+664
+6% +$197K 3.18% 6
2025
Q2 		$3.21M Buy
+11,259
New +$2.97M 3.75% 5

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 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
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Capital Squared Financial's VV Position: Q2 2026 in Review

Capital Squared Financial reduced its Vanguard Large-Cap ETF (VV) stake by 0.4% in Q2 2026, selling an estimated $16K and leaving 11,929 shares worth $4.1M. The position accounts for 2.68% of the portfolio, ranked #7.

Capital Squared Financial first reported a position in VV in Q2 2025 and has held it in 5 quarters since. 422 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Capital Squared Financial held 11,929 shares of Vanguard Large-Cap ETF worth $4.1M as of Q2 2026.
  • Capital Squared Financial sold 48 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $16K.
  • Vanguard Large-Cap ETF made up 2.68% of Capital Squared Financial's portfolio in Q2 2026, its #7 holding.
  • Capital Squared Financial first reported a position in Vanguard Large-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 422 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.