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James Reed Financial Services’s Vanguard Large-Cap ETF VV Stock Holding History

James Reed Financial Services’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 		$29.1M Sell
84,597
-1,137
-1% -$379K 22.21% 2
2026
Q1 		$25.6M Sell
85,734
-4,241
-5% -$1.33M 22.18% 2
2025
Q4 		$28.3M Buy
89,975
+4,162
+5% +$1.3M 22.7% 1
2025
Q3 		$26.4M Sell
85,813
-4,847
-5% -$1.44M 23.69% 1
2025
Q2 		$25.9M Buy
90,660
+6,156
+7% +$1.62M 23.47% 2
2025
Q1 		$21.7M Sell
84,504
-939
-1% -$254K 24.21% 2
2024
Q4 		$23M Buy
+85,443
New +$23.2M 24.04% 2
2022
Q3 		$18.8M Sell
115,199
-1,802
-2% -$328K 28.21% 1
2022
Q2 		$20.2M Sell
117,001
-300
-0.3% -$56.3K 27.95% 1
2022
Q1 		$24.5M Sell
117,301
-2,836
-2% -$583K 27.9% 1
2021
Q4 		$26.6M Buy
+120,137
New +$25.8M 25.21% 1

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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
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
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

James Reed Financial Services's VV Position: Q2 2026 in Review

James Reed Financial Services reduced its Vanguard Large-Cap ETF (VV) stake by 1.3% in Q2 2026, selling an estimated $379K and leaving 84,597 shares worth $29.1M. The position accounts for 22.21% of the portfolio, ranked #2.

James Reed Financial Services first reported a position in VV in Q4 2021 and has held it in 11 quarters since. 567 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • James Reed Financial Services held 84,597 shares of Vanguard Large-Cap ETF worth $29.1M as of Q2 2026.
  • James Reed Financial Services sold 1,137 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $379K.
  • Vanguard Large-Cap ETF made up 22.21% of James Reed Financial Services's portfolio in Q2 2026, its #2 holding.
  • James Reed Financial Services first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 11 quarters since.
  • 567 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on James Reed Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.