LA
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Legacy Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Legacy Advisors’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 		$2.24M Hold
6,503
– – 0.21% 61
2026
Q1 		$1.94M Hold
6,503
– – 0.23% 56
2025
Q4 		$2.05M Hold
6,503
– – 0.22% 56
2025
Q3 		$2.01M Buy
+6,503
New +$1.93M 0.25% 53
2025
Q2 		– Sell
-9,433
Closed -$2.42M – 404
2025
Q1 		$2.42M Hold
9,433
– – 0.25% 77
2024
Q4 		$2.54M Hold
9,433
– – 0.25% 67
2024
Q3 		$2.49M Hold
9,433
– – 0.27% 69
2024
Q2 		$2.36M Buy
9,433
+3,293
+54% +$791K 0.29% 67
2024
Q1 		$1.47M Hold
6,140
– – 0.19% 99
2023
Q4 		$1.34M Hold
6,140
– – 0.17% 103
2023
Q3 		$1.2M Sell
6,140
-1,090
-15% -$222K 0.19% 104
2023
Q2 		$1.47M Sell
7,230
-230
-3% -$44.1K 0.22% 85
2023
Q1 		$1.39M Hold
7,460
– – 0.26% 74
2022
Q4 		$1.3M Hold
7,460
– – 0.24% 74
2022
Q3 		$1.22M Hold
7,460
– – 0.27% 66
2022
Q2 		$1.29M Hold
7,460
– – 0.27% 64
2022
Q1 		$1.55M Buy
+7,460
New +$1.53M 0.3% 57

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

Legacy Advisors's VV Position: Q2 2026 in Review

Legacy Advisors held its Vanguard Large-Cap ETF (VV) position steady in Q2 2026 at 6,503 shares worth $2.24M. The position accounts for 0.21% of the portfolio, ranked #61.

Legacy Advisors first reported a position in VV in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.54M in Q4 2024. 462 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Legacy Advisors held 6,503 shares of Vanguard Large-Cap ETF worth $2.24M as of Q2 2026.
  • Legacy Advisors left its Vanguard Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Large-Cap ETF made up 0.21% of Legacy Advisors's portfolio in Q2 2026, its #61 holding.
  • Legacy Advisors first reported a position in Vanguard Large-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Legacy Advisors's Vanguard Large-Cap ETF position peaked at $2.54M in Q4 2024.
  • 462 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.