EWM
VV icon

Empirical Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Empirical Wealth Management’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 		$19M Sell
55,237
-57
-0.1% -$19K 0.28% 72
2026
Q1 		$16.5M Buy
55,294
+2,048
+4% +$641K 0.29% 62
2025
Q4 		$16.8M Sell
53,246
-1,132
-2% -$353K 0.3% 60
2025
Q3 		$16.7M Buy
54,378
+910
+2% +$269K 0.33% 58
2025
Q2 		$15.3M Buy
53,468
+22
+0% +$5.8K 0.34% 58
2025
Q1 		$13.7M Sell
53,446
-737
-1% -$200K 0.35% 56
2024
Q4 		$14.6M Sell
54,183
-273
-0.5% -$74K 0.4% 51
2024
Q3 		$14.3M Sell
54,456
-12
-0% -$3.04K 0.4% 53
2024
Q2 		$13.6M Sell
54,468
-3,287
-6% -$790K 0.4% 52
2024
Q1 		$13.8M Sell
57,755
-2,820
-5% -$645K 0.42% 45
2023
Q4 		$13.2M Sell
60,575
-913
-1% -$187K 0.44% 43
2023
Q3 		$12M Buy
61,488
+174
+0.3% +$35.4K 0.47% 46
2023
Q2 		$12.4M Sell
61,314
-2,086
-3% -$400K 0.5% 39
2023
Q1 		$11.8M Sell
63,400
-1,264
-2% -$230K 0.51% 37
2022
Q4 		$11.3M Sell
64,664
-3,750
-5% -$658K 0.53% 37
2022
Q3 		$11.2M Buy
68,414
+427
+0.6% +$77.6K 0.59% 36
2022
Q2 		$11.7M Sell
67,987
-45
-0.1% -$8.45K 0.61% 36
2022
Q1 		$14.2M Buy
68,032
+929
+1% +$191K 0.71% 30
2021
Q4 		$14.8M Sell
67,103
-2,069
-3% -$444K 0.74% 31
2021
Q3 		$13.9M Buy
69,172
+117
+0.2% +$24.2K 0.79% 27
2021
Q2 		$13.9M Buy
69,055
+10,578
+18% +$2.06M 0.84% 26
2021
Q1 		$10.8M Sell
58,477
-13,658
-19% -$2.48M 0.87% 22
2020
Q4 		$12.7M Sell
72,135
-1,369
-2% -$227K 0.97% 21
2020
Q3 		$11.5M Sell
73,504
-4,103
-5% -$633K 0.98% 21
2020
Q2 		$11.1M Sell
77,607
-945
-1% -$128K 1.04% 19
2020
Q1 		$9.3M Buy
78,552
+11,956
+18% +$1.68M 1.02% 17
2019
Q4 		$9.85M Sell
66,596
-4,548
-6% -$643K 1.08% 15
2019
Q3 		$9.7M Sell
71,144
-4,994
-7% -$678K 1.17% 15
2019
Q2 		$10.3M Sell
76,138
-1,994
-3% -$264K 1.34% 12
2019
Q1 		$10.1M Sell
78,132
-1,500
-2% -$188K 1.48% 11
2018
Q4 		$9.15M Sell
79,632
-2,412
-3% -$299K 1.55% 11
2018
Q3 		$11M Buy
82,044
+1,323
+2% +$173K 1.94% 8
2018
Q2 		$10.1M Sell
80,721
-1,269
-2% -$158K 1.89% 11
2018
Q1 		$9.94M Sell
81,990
-2,525
-3% -$317K 1.96% 8
2017
Q4 		$10.4M Sell
84,515
-1,015
-1% -$121K 2.22% 8
2017
Q3 		$9.87M Sell
85,530
-1,572
-2% -$178K 2.28% 8
2017
Q2 		$9.67M Sell
87,102
-3,121
-3% -$343K 2.35% 8
2017
Q1 		$9.75M Sell
90,223
-4,996
-5% -$533K 2.43% 8
2016
Q4 		$9.75M Buy
95,219
+51
+0.1% +$5.11K 2.39% 9
2016
Q3 		$9.44M Sell
95,168
-3,412
-3% -$338K 2.46% 9
2016
Q2 		$9.45M Sell
98,580
-10,715
-10% -$1.02M 2.48% 9
2016
Q1 		$10.3M Buy
109,295
+1,226
+1% +$109K 2.49% 10
2015
Q4 		$10.1M Sell
108,069
-4,766
-4% -$449K 2.46% 10
2015
Q3 		$9.94M Sell
112,835
-691
-0.6% -$64.5K 2.35% 11
2015
Q2 		$10.8M Sell
113,526
-3,539
-3% -$343K 2.5% 11
2015
Q1 		$11.1M Sell
117,065
-2,123
-2% -$202K 2.67% 10
2014
Q4 		$11.3M Sell
119,188
-6,701
-5% -$618K 2.75% 9
2014
Q3 		$11.4M Sell
125,889
-1,762
-1% -$160K 2.75% 11
2014
Q2 		$11.5M Sell
127,651
-8,609
-6% -$752K 2.85% 10
2014
Q1 		$11.7M Sell
136,260
-7,990
-6% -$675K 3.09% 9
2013
Q4 		$12.2M Sell
144,250
-10,499
-7% -$854K 3.46% 9
2013
Q3 		$12M Sell
154,749
-2,291
-1% -$176K 3.74% 7
2013
Q2 		$11.5M Buy
+157,040
New +$11.6M 3.84% 7

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Empirical Wealth Management's VV Position: Q2 2026 in Review

Empirical Wealth Management reduced its Vanguard Large-Cap ETF (VV) stake by 0.1% in Q2 2026, selling an estimated $19K and leaving 55,237 shares worth $19M. The position accounts for 0.28% of the portfolio, ranked #72.

Empirical Wealth Management first reported a position in VV in Q2 2013 and has held it in 53 quarters since. 614 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Empirical Wealth Management held 55,237 shares of Vanguard Large-Cap ETF worth $19M as of Q2 2026.
  • Empirical Wealth Management sold 57 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $19K.
  • Vanguard Large-Cap ETF made up 0.28% of Empirical Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Empirical Wealth Management first reported a position in Vanguard Large-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 614 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.