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

Gradient Capital 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	$8.54M	Sell	24,826 -387	-2%	-$129K	1.98%	12
2026 Q1	$7.53M	Sell	25,213 -110	-0.4%	-$34.4K	1.95%	12
2025 Q4	$7.97M	Sell	25,323 -1,675	-6%	-$523K	2.05%	10
2025 Q3	$8.31M	Sell	26,998 -4,560	-14%	-$1.35M	2.23%	8
2025 Q2	$9M	Buy	31,558 +12,145	+63%	+$3.2M	2.66%	8
2025 Q1	$4.99M	Sell	19,413 -51	-0.3%	-$13.8K	1.63%	17
2024 Q4	$5.25M	Hold	19,464	–	–	1.69%	17
2024 Q3	$5.12M	Hold	19,464	–	–	1.7%	17
2024 Q2	$4.86M	Sell	19,464 -317	-2%	-$76.1K	1.74%	17
2024 Q1	$4.74M	Sell	19,781 -333	-2%	-$76.2K	1.74%	15
2023 Q4	$4.39M	Buy	20,114 +141	+0.7%	+$28.8K	1.67%	16
2023 Q3	$3.91M	Sell	19,973 -99	-0.5%	-$20.2K	1.63%	16
2023 Q2	$4.07M	Buy	20,072 +266	+1%	+$51K	1.63%	16
2023 Q1	$3.7M	Buy	19,806 +114	+0.6%	+$20.8K	1.57%	16
2022 Q4	$3.43M	Buy	19,692 +736	+4%	+$129K	1.56%	15
2022 Q3	$3.1M	Buy	18,956 +59	+0.3%	+$10.7K	1.48%	16
2022 Q2	$3.26M	Buy	18,897 +760	+4%	+$143K	1.56%	15
2022 Q1	$3.78M	Hold	18,137	–	–	1.6%	14
2021 Q4	$4.01M	Sell	18,137 -115	-0.6%	-$24.7K	1.67%	12
2021 Q3	$3.67M	Sell	18,252 -455	-2%	-$94K	1.68%	13
2021 Q2	$3.75M	Sell	18,707 -156	-0.8%	-$30.4K	1.76%	12
2021 Q1	$3.5M	Buy	18,863 +313	+2%	+$56.7K	1.85%	12
2020 Q4	$3.26M	Sell	18,550 -835	-4%	-$139K	1.86%	12
2020 Q3	$3.03M	Sell	19,385 -125	-0.6%	-$19.3K	1.89%	12
2020 Q2	$2.79M	Sell	19,510 -536	-3%	-$72.5K	1.89%	12
2020 Q1	$2.37M	Hold	20,046	–	–	1.92%	12
2019 Q4	$2.96M	Hold	20,046	–	–	2.06%	12
2019 Q3	$2.73M	Hold	20,046	–	–	2.04%	12
2019 Q2	$2.7M	Sell	20,046 -20	-0.1%	-$2.65K	2.08%	12
2019 Q1	$2.6M	Hold	20,066	–	–	2.08%	12
2018 Q4	$2.31M	Sell	20,066 -206	-1%	-$25.5K	1.99%	11
2018 Q3	$2.71M	Sell	20,272 -90	-0.4%	-$11.8K	2.28%	9
2018 Q2	$2.54M	Buy	20,362 +13	+0.1%	+$1.61K	2.36%	9
2018 Q1	$2.47M	Buy	20,349 +63	+0.3%	+$7.91K	2.46%	9
2017 Q4	$2.49M	Buy	+20,286	New	+$2.42M	2.55%	9

Other funds holding VV

MAV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

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

Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return

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

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Gradient Capital Advisors's VV Position: Q2 2026 in Review

Gradient Capital Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 1.5% in Q2 2026, selling an estimated $129K and leaving 24,826 shares worth $8.54M. The position accounts for 1.98% of the portfolio, ranked #12.

Gradient Capital Advisors first reported a position in VV in Q4 2017 and has held it in 35 quarters since. The position peaked at $9M in Q2 2025. 272 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Gradient Capital Advisors held 24,826 shares of Vanguard Large-Cap ETF worth $8.54M as of Q2 2026.
Gradient Capital Advisors sold 387 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $129K.
Vanguard Large-Cap ETF made up 1.98% of Gradient Capital Advisors's portfolio in Q2 2026, its #12 holding.
Gradient Capital Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2017 and has held it in 35 quarters since.
Gradient Capital Advisors's Vanguard Large-Cap ETF position peaked at $9M in Q2 2025.
272 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.