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

Envision 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 		$689K Buy
2,002
+2
+0.1% +$667 0.32% 33
2026
Q1 		$598K Buy
2,000
+4
+0.2% +$1.25K 0.32% 34
2025
Q4 		$628K Buy
1,996
+7
+0.4% +$2.19K 0.33% 35
2025
Q3 		$612K Buy
1,989
+3
+0.2% +$888 0.35% 35
2025
Q2 		$566K Hold
1,986
– – 0.38% 35
2025
Q1 		$510K Buy
1,986
+5
+0.3% +$1.35K 0.38% 34
2024
Q4 		$534K Buy
+1,981
New +$537K 0.43% 32

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

Envision Financial's VV Position: Q2 2026 in Review

Envision Financial increased its Vanguard Large-Cap ETF (VV) stake by 0.1% in Q2 2026, buying an estimated $667 and bringing the position to 2,002 shares worth $689K. The position accounts for 0.32% of the portfolio, ranked #33.

Envision Financial first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 246 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Envision Financial held 2,002 shares of Vanguard Large-Cap ETF worth $689K as of Q2 2026.
  • Envision Financial bought 2 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $667.
  • Vanguard Large-Cap ETF made up 0.32% of Envision Financial's portfolio in Q2 2026, its #33 holding.
  • Envision Financial first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 246 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.