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

Financial Management Professionals’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 		$71.9K Sell
209
-8
-4% -$2.67K 0.01% 253
2026
Q1 		$64.8K Sell
217
-78,271
-100% -$24.5M 0.01% 236
2025
Q4 		$24.7M Buy
78,488
+985
+1% +$308K 2.55% 13
2025
Q3 		$23.9M Buy
77,503
+1,996
+3% +$591K 2.49% 13
2025
Q2 		$21.6M Buy
+75,507
New +$19.9M 2.43% 15
2025
Q1 		– Sell
-61,353
Closed -$16.5M – 1046
2024
Q4 		$16.5M Sell
61,353
-396
-0.6% -$107K 2.09% 17
2024
Q3 		$16.3M Buy
61,749
+622
+1% +$158K 2.02% 17
2024
Q2 		$15.3M Buy
61,127
+922
+2% +$221K 2.09% 15
2024
Q1 		$14.4M Buy
60,205
+937
+2% +$214K 2.13% 15
2023
Q4 		$12.9M Buy
59,268
+58,935
+17,698% +$12M 2.11% 14
2023
Q3 		$65K Sell
333
-30,300
-99% -$6.17M 0.01% 223
2023
Q2 		$6.21M Buy
30,633
+30,589
+69,520% +$5.86M 1.04% 23
2023
Q1 		$8K Sell
44
-27,246
-100% -$4.96M ﹤0.01% 613
2022
Q4 		$4.75M Buy
27,290
+27,246
+61,923% +$4.78M 0.97% 25
2022
Q3 		$7K Hold
44
– – ﹤0.01% 557
2022
Q2 		$8K Hold
44
– – ﹤0.01% 547
2022
Q1 		$9K Sell
44
-1,909
-98% -$392K ﹤0.01% 555
2021
Q4 		$432K Sell
1,953
-120,120
-98% -$25.8M 0.09% 65
2021
Q3 		$24.5M Buy
+122,073
New +$25.2M 5.66% 5

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

Financial Management Professionals's VV Position: Q2 2026 in Review

Financial Management Professionals reduced its Vanguard Large-Cap ETF (VV) stake by 3.7% in Q2 2026, selling an estimated $2.67K and leaving 209 shares worth $71.9K. The position accounts for 0.01% of the portfolio, ranked #253.

Financial Management Professionals first reported a position in VV in Q3 2021 and has held it in 19 quarters since. The position peaked at $24.7M in Q4 2025. 287 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Financial Management Professionals held 209 shares of Vanguard Large-Cap ETF worth $71.9K as of Q2 2026.
  • Financial Management Professionals sold 8 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $2.67K.
  • Vanguard Large-Cap ETF made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #253 holding.
  • Financial Management Professionals first reported a position in Vanguard Large-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • Financial Management Professionals's Vanguard Large-Cap ETF position peaked at $24.7M in Q4 2025.
  • 287 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

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