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CGC Financial Services’s Vanguard Large-Cap ETF VV Stock Holding History

CGC Financial 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 		$939K Hold
2,731
– – 0.21% 23
2026
Q1 		$816K Hold
2,731
– – 0.24% 21
2025
Q4 		$860K Hold
2,731
– – 0.23% 23
2025
Q3 		$841K Hold
2,731
– – 0.23% 24
2025
Q2 		$779K Hold
2,731
– – 0.26% 22
2025
Q1 		$702K Hold
2,731
– – 0.28% 20
2024
Q4 		$737K Sell
2,731
-376
-12% -$102K 0.29% 20
2024
Q3 		$818K Sell
3,107
-100
-3% -$25.4K 0.33% 19
2024
Q2 		$801K Hold
3,207
– – 0.35% 19
2024
Q1 		$769K Sell
3,207
-346
-10% -$79.2K 0.4% 18
2023
Q4 		$775K Hold
3,553
– – 0.36% 26
2023
Q3 		$695K Hold
3,553
– – 0.49% 20
2023
Q2 		$720K Buy
+3,553
New +$681K 0.47% 20

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

CGC Financial Services's VV Position: Q2 2026 in Review

CGC Financial Services held its Vanguard Large-Cap ETF (VV) position steady in Q2 2026 at 2,731 shares worth $939K. The position accounts for 0.21% of the portfolio, ranked #23.

CGC Financial Services first reported a position in VV in Q2 2023 and has held it in 13 quarters since. 403 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • CGC Financial Services held 2,731 shares of Vanguard Large-Cap ETF worth $939K as of Q2 2026.
  • CGC Financial Services left its Vanguard Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Large-Cap ETF made up 0.21% of CGC Financial Services's portfolio in Q2 2026, its #23 holding.
  • CGC Financial Services first reported a position in Vanguard Large-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 403 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.