GA
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GoalVest Advisory’s Vanguard Large-Cap ETF VV Stock Holding History

GoalVest Advisory’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 		$170K Buy
495
+98
+25% +$32.7K 0.03% 128
2026
Q1 		$119K Hold
397
– – 0.02% 169
2025
Q4 		$125K Sell
397
-275
-41% -$85.9K 0.02% 169
2025
Q3 		$207K Buy
672
+20
+3% +$5.92K 0.04% 128
2025
Q2 		$186K Hold
652
– – 0.05% 131
2025
Q1 		$168K Sell
652
-33
-5% -$8.94K 0.05% 126
2024
Q4 		$185K Sell
685
-40
-6% -$10.8K 0.05% 118
2024
Q3 		$191K Sell
725
-62
-8% -$15.7K 0.05% 111
2024
Q2 		$196K Sell
787
-42
-5% -$10.1K 0.06% 101
2024
Q1 		$199K Hold
829
– – 0.07% 104
2023
Q4 		$181K Hold
829
– – 0.08% 72
2023
Q3 		$162K Buy
829
+87
+12% +$17.7K 0.08% 79
2023
Q2 		$150K Sell
742
-350
-32% -$67.1K 0.08% 79
2023
Q1 		$204K Sell
1,092
-25
-2% -$4.55K 0.12% 67
2022
Q4 		$195K Buy
1,117
+200
+22% +$35.1K 0.13% 75
2022
Q3 		$150K Sell
917
-992
-52% -$180K 0.11% 84
2022
Q2 		$334K Buy
1,909
+1,031
+117% +$194K 0.21% 103
2022
Q1 		$183K Buy
+878
New +$180K 0.1% 114
2021
Q2 		$263K Buy
+1,308
New +$255K 0.16% 114

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

GoalVest Advisory's VV Position: Q2 2026 in Review

GoalVest Advisory increased its Vanguard Large-Cap ETF (VV) stake by 25% in Q2 2026, buying an estimated $32.7K and bringing the position to 495 shares worth $170K. The position accounts for 0.03% of the portfolio, ranked #128.

GoalVest Advisory first reported a position in VV in Q2 2021 and has held it in 19 quarters since. The position peaked at $334K in Q2 2022. 246 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • GoalVest Advisory held 495 shares of Vanguard Large-Cap ETF worth $170K as of Q2 2026.
  • GoalVest Advisory bought 98 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $32.7K.
  • Vanguard Large-Cap ETF made up 0.03% of GoalVest Advisory's portfolio in Q2 2026, its #128 holding.
  • GoalVest Advisory first reported a position in Vanguard Large-Cap ETF in Q2 2021 and has held it in 19 quarters since.
  • GoalVest Advisory's Vanguard Large-Cap ETF position peaked at $334K in Q2 2022.
  • 246 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.