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Intergy Private Wealth’s Vanguard Large-Cap ETF VV Stock Holding History

Intergy Private 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 		$16.5M Buy
48,026
+2,012
+4% +$671K 3.81% 7
2026
Q1 		$13.8M Buy
46,014
+1,109
+2% +$347K 4.03% 6
2025
Q4 		$14.1M Sell
44,905
-548
-1% -$171K 4.26% 5
2025
Q3 		$14M Buy
45,453
+1,243
+3% +$368K 4.38% 5
2025
Q2 		$12.6M Buy
44,210
+2,866
+7% +$755K 4.3% 5
2025
Q1 		$10.6M Buy
41,344
+2,650
+7% +$718K 4.04% 5
2024
Q4 		$10.4M Buy
38,694
+842
+2% +$228K 3.89% 5
2024
Q3 		$9.97M Buy
37,852
+661
+2% +$168K 3.8% 5
2024
Q2 		$9.28M Sell
37,191
-596
-2% -$143K 3.83% 5
2024
Q1 		$9.06M Buy
37,787
+552
+1% +$126K 3.73% 5
2023
Q4 		$8.12M Buy
37,235
+1,125
+3% +$230K 3.51% 6
2023
Q3 		$7.07M Buy
36,110
+172
+0.5% +$35K 3.53% 6
2023
Q2 		$7.29M Buy
35,938
+1,571
+5% +$301K 3.57% 6
2023
Q1 		$6.42M Buy
34,367
+2,204
+7% +$401K 3.59% 6
2022
Q4 		$5.6M Buy
32,163
+2,873
+10% +$504K 3.5% 6
2022
Q3 		$4.79M Buy
29,290
+4,157
+17% +$756K 3.4% 7
2022
Q2 		$4.33M Buy
25,133
+4,566
+22% +$857K 3.42% 8
2022
Q1 		$4.29M Buy
20,567
+9,213
+81% +$1.89M 2.99% 9
2021
Q4 		$2.51M Buy
+11,354
New +$2.43M 1.96% 15

Other funds holding VV

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
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

Intergy Private Wealth's VV Position: Q2 2026 in Review

Intergy Private Wealth increased its Vanguard Large-Cap ETF (VV) stake by 4.4% in Q2 2026, buying an estimated $671K and bringing the position to 48,026 shares worth $16.5M. The position accounts for 3.81% of the portfolio, ranked #7.

Intergy Private Wealth first reported a position in VV in Q4 2021 and has held it in 19 quarters since. 320 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Intergy Private Wealth held 48,026 shares of Vanguard Large-Cap ETF worth $16.5M as of Q2 2026.
  • Intergy Private Wealth bought 2,012 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $671K.
  • Vanguard Large-Cap ETF made up 3.81% of Intergy Private Wealth's portfolio in Q2 2026, its #7 holding.
  • Intergy Private Wealth first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 320 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.