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Juncture Wealth Strategies’s Vanguard Large-Cap ETF VV Stock Holding History

Juncture Wealth Strategies’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 		$62.5M Sell
181,619
-21,459
-11% -$7.16M 16.25% 1
2026
Q1 		$60.7M Sell
203,078
-32,802
-14% -$10.3M 20.28% 1
2025
Q4 		$74.3M Sell
235,880
-2,095
-0.9% -$654K 24.44% 1
2025
Q3 		$73.3M Sell
237,975
-118
-0% -$34.9K 24.55% 1
2025
Q2 		$67.9M Buy
238,093
+2,538
+1% +$669K 24.13% 1
2025
Q1 		$60.5M Sell
235,555
-20,866
-8% -$5.65M 23.52% 1
2024
Q4 		$69.2M Sell
256,421
-3,101
-1% -$840K 25.77% 1
2024
Q3 		$68.3M Buy
259,522
+3,391
+1% +$860K 26.46% 1
2024
Q2 		$63.9M Buy
256,131
+7,412
+3% +$1.78M 26.79% 1
2024
Q1 		$59.6M Buy
248,719
+57,853
+30% +$13.2M 25.66% 1
2023
Q4 		$41.6M Buy
190,866
+74,763
+64% +$15.3M 18.9% 1
2023
Q3 		$22.7M Buy
116,103
+5,068
+5% +$1.03M 11.11% 1
2023
Q2 		$22.5M Sell
111,035
-2,666
-2% -$511K 10.54% 1
2023
Q1 		$21.2M Buy
+113,701
New +$20.7M 10.47% 1

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 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
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

Juncture Wealth Strategies's VV Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Vanguard Large-Cap ETF (VV) stake by 11% in Q2 2026, selling an estimated $7.16M and leaving 181,619 shares worth $62.5M. The position accounts for 16.25% of the portfolio, ranked #1.

Juncture Wealth Strategies first reported a position in VV in Q1 2023 and has held it in 14 quarters since. The position peaked at $74.3M in Q4 2025. 514 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Juncture Wealth Strategies held 181,619 shares of Vanguard Large-Cap ETF worth $62.5M as of Q2 2026.
  • Juncture Wealth Strategies sold 21,459 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $7.16M.
  • Vanguard Large-Cap ETF made up 16.25% of Juncture Wealth Strategies's portfolio in Q2 2026, its #1 holding.
  • Juncture Wealth Strategies first reported a position in Vanguard Large-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Juncture Wealth Strategies's Vanguard Large-Cap ETF position peaked at $74.3M in Q4 2025.
  • 514 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.