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Dynamic Advisor Solutions’s Vanguard Large-Cap ETF VV Stock Holding History

Dynamic Advisor Solutions’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 		$959K Sell
2,789
-646
-19% -$216K 0.03% 501
2026
Q1 		$1.03M Sell
3,435
-44
-1% -$13.8K 0.03% 458
2025
Q4 		$1.1M Buy
3,479
+55
+2% +$17.2K 0.04% 435
2025
Q3 		$1.05M Sell
3,424
-140
-4% -$41.5K 0.03% 454
2025
Q2 		$1.02M Sell
3,564
-2
-0.1% -$527 0.03% 453
2025
Q1 		$917K Buy
+3,566
New +$966K 0.03% 443
2024
Q4 		– Sell
-3,828
Closed -$1.01M – 911
2024
Q3 		$1.01M Sell
3,828
-136
-3% -$34.5K 0.03% 446
2024
Q2 		$989K Buy
3,964
+437
+12% +$105K 0.03% 461
2024
Q1 		$846K Buy
3,527
+102
+3% +$23.3K 0.03% 478
2023
Q4 		$736K Sell
3,425
-124
-3% -$25.3K 0.03% 487
2023
Q3 		$694K Sell
3,549
-655
-16% -$133K 0.03% 443
2023
Q2 		$852K Buy
4,204
+1,029
+32% +$197K 0.04% 378
2023
Q1 		$593K Sell
3,175
-73
-2% -$13.3K 0.03% 433
2022
Q4 		$566K Sell
3,248
-322
-9% -$56.5K 0.04% 409
2022
Q3 		$584K Sell
3,570
-668
-16% -$121K 0.04% 361
2022
Q2 		$731K Buy
4,238
+173
+4% +$32.5K 0.06% 306
2022
Q1 		$848K Buy
4,065
+367
+10% +$75.4K 0.06% 304
2021
Q4 		$817K Sell
3,698
-46
-1% -$9.87K 0.06% 318
2021
Q3 		$752K Sell
3,744
-210
-5% -$43.4K 0.06% 347
2021
Q2 		$794K Buy
3,954
+241
+6% +$47K 0.06% 319
2021
Q1 		$688K Buy
3,713
+1,482
+66% +$269K 0.06% 310
2020
Q4 		$392K Buy
2,231
+724
+48% +$120K 0.04% 428
2020
Q3 		$236K Buy
+1,507
New +$232K 0.03% 489

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

Dynamic Advisor Solutions's VV Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard Large-Cap ETF (VV) stake by 19% in Q2 2026, selling an estimated $216K and leaving 2,789 shares worth $959K. The position accounts for 0.03% of the portfolio, ranked #501.

Dynamic Advisor Solutions first reported a position in VV in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.1M in Q4 2025. 246 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Dynamic Advisor Solutions held 2,789 shares of Vanguard Large-Cap ETF worth $959K as of Q2 2026.
  • Dynamic Advisor Solutions sold 646 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $216K.
  • Vanguard Large-Cap ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #501 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Large-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • Dynamic Advisor Solutions's Vanguard Large-Cap ETF position peaked at $1.1M in Q4 2025.
  • 246 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.