Clune & Associates’s Vanguard Large-Cap ETF VV Stock Holding History

Clune & Associates’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	$430K	Sell	1,250 -832	-40%	-$278K	0.07%	124
2026 Q1	$622K	Sell	2,082 -2,559	-55%	-$801K	0.12%	107
2025 Q4	$1.46M	Buy	4,641 +395	+9%	+$123K	0.32%	73
2025 Q3	$1.31M	Sell	4,246 -440	-9%	-$130K	0.33%	70
2025 Q2	$1.34M	Buy	4,686 +590	+14%	+$155K	0.37%	66
2025 Q1	$1.05M	Buy	4,096 +41	+1%	+$11.1K	0.32%	75
2024 Q4	$1.09M	Buy	+4,055	New	+$1.1M	0.36%	69

Other funds holding VV

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

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

Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return

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

Clune & Associates's VV Position: Q2 2026 in Review

Clune & Associates reduced its Vanguard Large-Cap ETF (VV) stake by 40% in Q2 2026, selling an estimated $278K and leaving 1,250 shares worth $430K. The position accounts for 0.07% of the portfolio, ranked #124.

Clune & Associates first reported a position in VV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q4 2025. 318 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Clune & Associates held 1,250 shares of Vanguard Large-Cap ETF worth $430K as of Q2 2026.
Clune & Associates sold 832 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $278K.
Vanguard Large-Cap ETF made up 0.07% of Clune & Associates's portfolio in Q2 2026, its #124 holding.
Clune & Associates first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's Vanguard Large-Cap ETF position peaked at $1.46M in Q4 2025.
318 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.