DF
VV icon

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

Define 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 		$831K Buy
2,415
+6
+0.2% +$2K 0.38% 17
2026
Q1 		$720K Buy
2,409
+7
+0.3% +$2.19K 0.39% 13
2025
Q4 		$756K Buy
2,402
+13
+0.5% +$4.06K 0.43% 13
2025
Q3 		$736K Buy
2,389
+7
+0.3% +$2.07K 0.44% 12
2025
Q2 		$680K Hold
2,382
– – 0.45% 13
2025
Q1 		$585K Buy
2,382
+8
+0.3% +$2.17K 0.45% 13
2024
Q4 		$640K Buy
+2,374
New +$643K 0.48% 11

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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

Define Financial's VV Position: Q2 2026 in Review

Define Financial increased its Vanguard Large-Cap ETF (VV) stake by 0.25% in Q2 2026, buying an estimated $2K and bringing the position to 2,415 shares worth $831K. The position accounts for 0.38% of the portfolio, ranked #17.

Define Financial first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 462 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Define Financial held 2,415 shares of Vanguard Large-Cap ETF worth $831K as of Q2 2026.
  • Define Financial bought 6 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $2K.
  • Vanguard Large-Cap ETF made up 0.38% of Define Financial's portfolio in Q2 2026, its #17 holding.
  • Define Financial first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 462 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Define Financial's 13F filing for Q2 2026, filed 14 Jul 2026.