Lodestone Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Lodestone Wealth Management’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	$1.67M	Buy	4,862 +14	+0.3%	+$4.67K	0.59%	49
2026 Q1	$1.45M	Buy	4,848 +14	+0.3%	+$4.38K	0.57%	55
2025 Q4	$1.52M	Buy	4,834 +26	+0.5%	+$8.12K	0.62%	48
2025 Q3	$1.48M	Buy	4,808 +14	+0.3%	+$4.14K	0.67%	53
2025 Q2	$1.37M	Hold	4,794	–	–	0.67%	52
2025 Q1	$1.23M	Buy	4,794 +17	+0.4%	+$4.61K	0.66%	53
2024 Q4	$1.29M	Buy	4,777 +29	+0.6%	+$7.86K	0.65%	53
2024 Q3	$1.25M	Buy	4,748 +17	+0.4%	+$4.31K	0.63%	57
2024 Q2	$1.18M	Hold	4,731	–	–	0.62%	56
2024 Q1	$1.13M	Buy	4,731 +16	+0.3%	+$3.66K	0.6%	57
2023 Q4	$1.03M	Buy	+4,715	New	+$964K	0.6%	58

Other funds holding VV

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Lodestone Wealth Management's VV Position: Q2 2026 in Review

Lodestone Wealth Management increased its Vanguard Large-Cap ETF (VV) stake by 0.29% in Q2 2026, buying an estimated $4.67K and bringing the position to 4,862 shares worth $1.67M. The position accounts for 0.59% of the portfolio, ranked #49.

Lodestone Wealth Management first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 614 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Lodestone Wealth Management held 4,862 shares of Vanguard Large-Cap ETF worth $1.67M as of Q2 2026.
Lodestone Wealth Management bought 14 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $4.67K.
Vanguard Large-Cap ETF made up 0.59% of Lodestone Wealth Management's portfolio in Q2 2026, its #49 holding.
Lodestone Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
614 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.