DJYG
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David J. Yvars Group’s Vanguard Large-Cap ETF VV Stock Holding History

David J. Yvars Group’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 		$1.32M Buy
3,844
+42
+1% +$14K 0.62% 24
2026
Q1 		$1.14M Buy
3,802
+1
+0% +$313 0.64% 24
2025
Q4 		$1.2M Sell
3,801
-67
-2% -$20.9K 0.64% 24
2025
Q3 		$1.19M Sell
3,868
-167
-4% -$49.4K 0.64% 25
2025
Q2 		$1.15M Hold
4,035
– – 0.67% 23
2025
Q1 		$1.04M Buy
4,035
+25
+0.6% +$6.77K 0.82% 20
2024
Q4 		$1.08M Sell
4,010
-1
-0% -$271 0.66% 26
2024
Q3 		$1.06M Buy
4,011
+27
+0.7% +$6.85K 0.65% 26
2024
Q2 		$995K Sell
3,984
-23
-0.6% -$5.53K 0.62% 26
2024
Q1 		$961K Sell
4,007
-18
-0.4% -$4.12K 0.65% 27
2023
Q4 		$878K Sell
4,025
-3
-0.1% -$613 0.71% 23
2023
Q3 		$788K Sell
4,028
-78
-2% -$15.9K 0.66% 25
2023
Q2 		$832K Sell
4,106
-118
-3% -$22.6K 0.69% 25
2023
Q1 		$789K Sell
4,224
-68
-2% -$12.4K 0.71% 30
2022
Q4 		$748K Sell
4,292
-62
-1% -$10.9K 0.94% 22
2022
Q3 		$712K Sell
4,354
-13
-0.3% -$2.36K 0.79% 26
2022
Q2 		$761K Sell
4,367
-311
-7% -$58.4K 1.04% 20
2022
Q1 		$975K Buy
4,678
+267
+6% +$54.8K 0.68% 30
2021
Q4 		$975K Sell
4,411
-119
-3% -$25.5K 0.6% 25
2021
Q3 		$921K Sell
4,530
-35
-0.8% -$7.23K 0.54% 31
2021
Q2 		$916K Sell
4,565
-63
-1% -$12.3K 0.51% 31
2021
Q1 		$858K Sell
4,628
-134
-3% -$24.3K 0.55% 32
2020
Q4 		$837K Buy
+4,762
New +$791K 0.57% 27

Other funds holding VV

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
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

David J. Yvars Group's VV Position: Q2 2026 in Review

David J. Yvars Group increased its Vanguard Large-Cap ETF (VV) stake by 1.1% in Q2 2026, buying an estimated $14K and bringing the position to 3,844 shares worth $1.32M. The position accounts for 0.62% of the portfolio, ranked #24.

David J. Yvars Group first reported a position in VV in Q4 2020 and has held it in 23 quarters since. 246 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • David J. Yvars Group held 3,844 shares of Vanguard Large-Cap ETF worth $1.32M as of Q2 2026.
  • David J. Yvars Group bought 42 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $14K.
  • Vanguard Large-Cap ETF made up 0.62% of David J. Yvars Group's portfolio in Q2 2026, its #24 holding.
  • David J. Yvars Group first reported a position in Vanguard Large-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 246 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.