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LifeSteps Financial’s Vanguard Large-Cap ETF VV Stock Holding History

LifeSteps Financial’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 		$23K Buy
+67
New +$22.4K 0.01% 290
2024
Q2 		– Sell
-67
Closed -$16.1K – 413
2024
Q1 		$16.1K Buy
+67
New +$15.3K 0.01% 253

Other funds holding VV

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
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

LifeSteps Financial's VV Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vanguard Large-Cap ETF (VV) in Q2 2026: 67 shares worth $23K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in VV as recently as Q1 2024.

LifeSteps Financial first reported a position in VV in Q1 2024 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • LifeSteps Financial held 67 shares of Vanguard Large-Cap ETF worth $23K as of Q2 2026.
  • Vanguard Large-Cap ETF was a new LifeSteps Financial position in Q2 2026.
  • Vanguard Large-Cap ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #290 holding.
  • LifeSteps Financial first reported a position in Vanguard Large-Cap ETF in Q1 2024 and has held it in 2 quarters since.
  • 290 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.