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Graves Light Lenhart Wealth’s Vanguard Large-Cap ETF VV Stock Holding History

Graves Light Lenhart Wealth’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 		$480K Hold
1,394
– – 0.04% 127
2026
Q1 		$417K Hold
1,394
– – 0.04% 125
2025
Q4 		$439K Sell
1,394
-931
-40% -$291K 0.05% 121
2025
Q3 		$716K Buy
2,325
+637
+38% +$189K 0.08% 100
2025
Q2 		$482K Hold
1,688
– – 0.06% 114
2025
Q1 		$434K Hold
1,688
– – 0.05% 119
2024
Q4 		$455K Hold
1,688
– – 0.06% 119
2024
Q3 		$444K Hold
1,688
– – 0.05% 116
2024
Q2 		$423K Sell
1,688
-408
-19% -$98K 0.05% 116
2024
Q1 		$503K Hold
2,096
– – 0.06% 108
2023
Q4 		$457K Hold
2,096
– – 0.06% 114
2023
Q3 		$413K Sell
2,096
-5
-0.2% -$1.02K 0.06% 114
2023
Q2 		$426K Buy
2,101
+129
+7% +$24.7K 0.06% 118
2023
Q1 		$368K Sell
1,972
-180
-8% -$32.8K 0.06% 115
2022
Q4 		$375K Hold
2,152
– – 0.06% 118
2022
Q3 		$352K Hold
2,152
– – 0.06% 124
2022
Q2 		$371K Hold
2,152
– – 0.06% 124
2022
Q1 		$449K Hold
2,152
– – 0.06% 119
2021
Q4 		$476K Hold
2,152
– – 0.07% 119
2021
Q3 		$432K Hold
2,152
– – 0.07% 116
2021
Q2 		$432K Hold
2,152
– – 0.07% 116
2021
Q1 		$399K Hold
2,152
– – 0.07% 120
2020
Q4 		$378K Sell
2,152
-7
-0.3% -$1.16K 0.07% 112
2020
Q3 		$338K Sell
2,159
-11
-0.5% -$1.7K 0.07% 108
2020
Q2 		$310K Hold
2,170
– – 0.07% 114
2020
Q1 		$257K Hold
2,170
– – 0.07% 123
2019
Q4 		$321K Hold
2,170
– – 0.07% 125
2019
Q3 		$302K Buy
2,170
+360
+20% +$48.9K 0.07% 128
2019
Q2 		$244K Hold
1,810
– – 0.06% 139
2019
Q1 		$235K Buy
+1,810
New +$226K 0.06% 134

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

Graves Light Lenhart Wealth's VV Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its Vanguard Large-Cap ETF (VV) position steady in Q2 2026 at 1,394 shares worth $480K. The position accounts for 0.04% of the portfolio, ranked #127.

Graves Light Lenhart Wealth first reported a position in VV in Q1 2019 and has held it in 30 quarters since. The position peaked at $716K in Q3 2025. 246 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Graves Light Lenhart Wealth held 1,394 shares of Vanguard Large-Cap ETF worth $480K as of Q2 2026.
  • Graves Light Lenhart Wealth left its Vanguard Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Large-Cap ETF made up 0.04% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #127 holding.
  • Graves Light Lenhart Wealth first reported a position in Vanguard Large-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Graves Light Lenhart Wealth's Vanguard Large-Cap ETF position peaked at $716K in Q3 2025.
  • 246 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.