LKBC
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L.K. Benson & Company’s Vanguard Large-Cap ETF VV Stock Holding History

L.K. Benson & Company’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 		$4.33M Buy
12,599
+829
+7% +$277K 1.31% 13
2026
Q1 		$3.52M Buy
11,770
+940
+9% +$294K 1.16% 15
2025
Q4 		$3.41M Buy
10,830
+697
+7% +$218K 1.71% 15
2025
Q3 		$3.12M Buy
10,133
+883
+10% +$261K 1.68% 15
2025
Q2 		$2.64M Buy
9,250
+300
+3% +$79K 1.62% 16
2025
Q1 		$2.3M Buy
8,950
+314
+4% +$85.1K 1.59% 14
2024
Q4 		$2.33M Buy
+8,636
New +$2.34M 1.64% 13

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
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

L.K. Benson & Company's VV Position: Q2 2026 in Review

L.K. Benson & Company increased its Vanguard Large-Cap ETF (VV) stake by 7% in Q2 2026, buying an estimated $277K and bringing the position to 12,599 shares worth $4.33M. The position accounts for 1.31% of the portfolio, ranked #13.

L.K. Benson & Company first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 462 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • L.K. Benson & Company held 12,599 shares of Vanguard Large-Cap ETF worth $4.33M as of Q2 2026.
  • L.K. Benson & Company bought 829 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $277K.
  • Vanguard Large-Cap ETF made up 1.31% of L.K. Benson & Company's portfolio in Q2 2026, its #13 holding.
  • L.K. Benson & Company first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 462 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.