Hoertkorn Richard Charles’s Vanguard Large-Cap ETF VV Stock Holding History

Hoertkorn Richard Charles’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	$49.9K	Hold	145	–	–	0.03%	45
2026 Q1	$43.3K	Hold	145	–	–	0.04%	50
2025 Q4	$45.6K	Sell	145 -289	-67%	-$90.2K	0.02%	55
2025 Q3	$189K	Buy	434 +289	+199%	+$85.6K	0.07%	44
2025 Q2	$41.4K	Hold	145	–	–	0.02%	55
2025 Q1	$37.3K	Hold	145	–	–	0.02%	57
2024 Q4	$39.1K	Hold	145	–	–	0.02%	59
2024 Q3	$38.2K	Hold	145	–	–	0.02%	62
2024 Q2	$36.2K	Hold	145	–	–	0.02%	61
2024 Q1	$34.8K	Hold	145	–	–	0.01%	61
2023 Q4	$31.6K	Hold	145	–	–	0.01%	61
2023 Q3	$28.4K	Hold	145	–	–	0.01%	62
2023 Q2	$29.4K	Hold	145	–	–	0.01%	61
2023 Q1	$27.1K	Hold	145	–	–	0.01%	63
2022 Q4	$25.3K	Hold	145	–	–	0.01%	62
2022 Q3	$24K	Hold	145	–	–	0.01%	61
2022 Q2	$25K	Hold	145	–	–	0.01%	62
2022 Q1	$30K	Hold	145	–	–	0.01%	64
2021 Q4	$32K	Sell	145 -5	-3%	-$1.07K	0.01%	66
2021 Q3	$30K	Hold	150	–	–	0.01%	67
2021 Q2	$30K	Hold	150	–	–	0.01%	66
2021 Q1	$28K	Hold	150	–	–	0.01%	66
2020 Q4	$26K	Hold	150	–	–	0.01%	66
2020 Q3	$24K	Hold	150	–	–	0.02%	66
2020 Q2	$21K	Hold	150	–	–	0.01%	66
2020 Q1	$18K	Hold	150	–	–	0.01%	66
2019 Q4	$22K	Hold	150	–	–	0.01%	68
2019 Q3	$20K	Buy	+150	New	+$20.4K	0.01%	68

Other funds holding VV

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 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

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

Hoertkorn Richard Charles's VV Position: Q2 2026 in Review

Hoertkorn Richard Charles held its Vanguard Large-Cap ETF (VV) position steady in Q2 2026 at 145 shares worth $49.9K. The position accounts for 0.03% of the portfolio, ranked #45.

Hoertkorn Richard Charles first reported a position in VV in Q3 2019 and has held it in 28 quarters since. The position peaked at $189K in Q3 2025. 414 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Hoertkorn Richard Charles held 145 shares of Vanguard Large-Cap ETF worth $49.9K as of Q2 2026.
Hoertkorn Richard Charles left its Vanguard Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Large-Cap ETF made up 0.03% of Hoertkorn Richard Charles's portfolio in Q2 2026, its #45 holding.
Hoertkorn Richard Charles first reported a position in Vanguard Large-Cap ETF in Q3 2019 and has held it in 28 quarters since.
Hoertkorn Richard Charles's Vanguard Large-Cap ETF position peaked at $189K in Q3 2025.
414 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.