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

CGN Advisors’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 		$846K Sell
2,459
-102
-4% -$34K 0.06% 197
2026
Q1 		$765K Sell
2,561
-12
-0.5% -$3.75K 0.06% 197
2025
Q4 		$810K Buy
2,573
+274
+12% +$85.6K 0.06% 194
2025
Q3 		$708K Sell
2,299
-142
-6% -$42K 0.06% 197
2025
Q2 		$696K Sell
2,441
-57
-2% -$15K 0.06% 193
2025
Q1 		$642K Sell
2,498
-112
-4% -$30.3K 0.06% 195
2024
Q4 		$704K Buy
2,610
+52
+2% +$14.1K 0.07% 189
2024
Q3 		$674K Buy
+2,558
New +$649K 0.07% 186
2022
Q3 		– Sell
-1,501
Closed -$259K – 234
2022
Q2 		$259K Buy
1,501
+531
+55% +$99.7K 0.07% 188
2022
Q1 		$202K Buy
970
+14
+1% +$2.88K 0.05% 214
2021
Q4 		$211K Buy
+956
New +$205K 0.05% 208

Other funds holding VV

MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

CGN Advisors's VV Position: Q2 2026 in Review

CGN Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 4% in Q2 2026, selling an estimated $34K and leaving 2,459 shares worth $846K. The position accounts for 0.06% of the portfolio, ranked #197.

CGN Advisors first reported a position in VV in Q4 2021 and has held it in 11 quarters since. 218 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • CGN Advisors held 2,459 shares of Vanguard Large-Cap ETF worth $846K as of Q2 2026.
  • CGN Advisors sold 102 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $34K.
  • Vanguard Large-Cap ETF made up 0.06% of CGN Advisors's portfolio in Q2 2026, its #197 holding.
  • CGN Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 11 quarters since.
  • 218 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.