FAG
VV icon

Fortitude Advisory Group’s Vanguard Large-Cap ETF VV Stock Holding History

Fortitude Advisory 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 		$3.03M Sell
8,812
-207
-2% -$69.1K 1.16% 16
2026
Q1 		$2.7M Sell
9,019
-31
-0.3% -$9.7K 1.21% 13
2025
Q4 		$2.85M Sell
9,050
-118
-1% -$36.8K 1.21% 13
2025
Q3 		$2.82M Sell
9,168
-260
-3% -$77K 1.52% 12
2025
Q2 		$2.69M Sell
9,428
-45
-0.5% -$11.9K 1.54% 11
2025
Q1 		$2.29M Sell
9,473
-806
-8% -$218K 1.65% 11
2024
Q4 		$2.77M Buy
10,279
+188
+2% +$50.9K 1.67% 12
2024
Q3 		$2.66M Sell
10,091
-638
-6% -$162K 1.68% 10
2024
Q2 		$2.68M Sell
10,729
-91
-0.8% -$21.9K 1.6% 11
2024
Q1 		$2.59M Buy
10,820
+1,019
+10% +$233K 1.47% 11
2023
Q4 		$2.14M Sell
9,801
-427
-4% -$87.3K 1.3% 12
2023
Q3 		$2M Buy
10,228
+300
+3% +$61.1K 1.35% 9
2023
Q2 		$2.01M Buy
9,928
+2,678
+37% +$513K 1.48% 9
2023
Q1 		$1.35M Buy
7,250
+997
+16% +$182K 1.05% 12
2022
Q4 		$1.09M Buy
6,253
+61
+1% +$10.7K 0.93% 16
2022
Q3 		$1.01M Buy
6,192
+27
+0.4% +$4.91K 0.96% 15
2022
Q2 		$1.06M Hold
6,165
– – 0.97% 18
2022
Q1 		$1.28M Buy
6,165
+226
+4% +$46.4K 0.68% 14
2021
Q4 		$1.31M Buy
+5,939
New +$1.27M 0.66% 17

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
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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Fortitude Advisory Group's VV Position: Q2 2026 in Review

Fortitude Advisory Group reduced its Vanguard Large-Cap ETF (VV) stake by 2.3% in Q2 2026, selling an estimated $69.1K and leaving 8,812 shares worth $3.03M. The position accounts for 1.16% of the portfolio, ranked #16.

Fortitude Advisory Group first reported a position in VV in Q4 2021 and has held it in 19 quarters since. 572 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Fortitude Advisory Group held 8,812 shares of Vanguard Large-Cap ETF worth $3.03M as of Q2 2026.
  • Fortitude Advisory Group sold 207 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $69.1K.
  • Vanguard Large-Cap ETF made up 1.16% of Fortitude Advisory Group's portfolio in Q2 2026, its #16 holding.
  • Fortitude Advisory Group first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 572 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.