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

Embree Financial 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 		$879K Sell
2,556
-16
-0.6% -$5.34K 0.09% 133
2026
Q1 		$769K Hold
2,572
– – 0.09% 133
2025
Q4 		$810K Hold
2,572
– – 0.1% 120
2025
Q3 		$792K Sell
2,572
-50
-2% -$14.8K 0.11% 119
2025
Q2 		$748K Buy
2,622
+72
+3% +$19K 0.11% 112
2025
Q1 		$656K Hold
2,550
– – 0.11% 116
2024
Q4 		$688K Hold
2,550
– – 0.12% 105
2024
Q3 		$671K Sell
2,550
-59
-2% -$15K 0.12% 104
2024
Q2 		$651K Sell
2,609
-92
-3% -$22.1K 0.13% 96
2024
Q1 		$648K Sell
2,701
-804
-23% -$184K 0.13% 98
2023
Q4 		$765K Buy
+3,505
New +$716K 0.16% 84

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

Embree Financial Group's VV Position: Q2 2026 in Review

Embree Financial Group reduced its Vanguard Large-Cap ETF (VV) stake by 0.62% in Q2 2026, selling an estimated $5.34K and leaving 2,556 shares worth $879K. The position accounts for 0.09% of the portfolio, ranked #133.

Embree Financial Group first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 246 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Embree Financial Group held 2,556 shares of Vanguard Large-Cap ETF worth $879K as of Q2 2026.
  • Embree Financial Group sold 16 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $5.34K.
  • Vanguard Large-Cap ETF made up 0.09% of Embree Financial Group's portfolio in Q2 2026, its #133 holding.
  • Embree Financial Group first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 246 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.