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

Everhart 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 		$229K Buy
+666
New +$222K 0.01% 431

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

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

Everhart Financial Group opened a new position in Vanguard Large-Cap ETF (VV) in Q2 2026: 666 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #431 among its holdings.

287 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Everhart Financial Group held 666 shares of Vanguard Large-Cap ETF worth $229K as of Q2 2026.
  • Vanguard Large-Cap ETF was a new Everhart Financial Group position in Q2 2026.
  • Vanguard Large-Cap ETF made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #431 holding.
  • 287 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.