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Everpar Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Everpar Advisors’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 		$902K Buy
2,623
+173
+7% +$57.7K 0.26% 82
2026
Q1 		$732K Hold
2,450
– – 0.25% 84
2025
Q4 		$771K Hold
2,450
– – 0.29% 70
2025
Q3 		$754K Hold
2,450
– – 0.3% 75
2025
Q2 		$699K Hold
2,450
– – 0.32% 68
2025
Q1 		$630K Hold
2,450
– – 0.33% 71
2024
Q4 		$661K Hold
2,450
– – 0.33% 71
2024
Q3 		$645K Hold
2,450
– – 0.33% 77
2024
Q2 		$612K Buy
2,450
+600
+32% +$144K 0.31% 91
2024
Q1 		$444K Sell
1,850
-470
-20% -$108K 0.27% 124
2023
Q4 		$506K Buy
+2,320
New +$474K 0.24% 151

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

Everpar Advisors's VV Position: Q2 2026 in Review

Everpar Advisors increased its Vanguard Large-Cap ETF (VV) stake by 7.1% in Q2 2026, buying an estimated $57.7K and bringing the position to 2,623 shares worth $902K. The position accounts for 0.26% of the portfolio, ranked #82.

Everpar Advisors 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.

  • Everpar Advisors held 2,623 shares of Vanguard Large-Cap ETF worth $902K as of Q2 2026.
  • Everpar Advisors bought 173 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $57.7K.
  • Vanguard Large-Cap ETF made up 0.26% of Everpar Advisors's portfolio in Q2 2026, its #82 holding.
  • Everpar Advisors 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 Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.