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

LongView 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 		$577K Sell
1,676
-194
-10% -$64.7K 0.15% 121
2026
Q1 		$597K Sell
1,870
-8
-0.4% -$2.5K 0.15% 124
2025
Q4 		$602K Sell
1,878
-8
-0.4% -$2.5K 0.15% 132
2025
Q3 		$580K Sell
1,886
-35
-2% -$10.4K 0.16% 112
2025
Q2 		$548K Sell
1,921
-707
-27% -$186K 0.17% 111
2025
Q1 		$676K Sell
2,628
-536
-17% -$145K 0.2% 95
2024
Q4 		$853K Sell
3,164
-164
-5% -$44.4K 0.26% 81
2024
Q3 		$876K Sell
3,328
-105
-3% -$26.6K 0.28% 74
2024
Q2 		$857K Buy
3,433
+43
+1% +$10.3K 0.32% 68
2024
Q1 		$813K Sell
3,390
-22
-0.6% -$5.03K 0.32% 66
2023
Q4 		$743K Buy
+3,412
New +$697K 0.33% 68

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

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

LongView Wealth Management reduced its Vanguard Large-Cap ETF (VV) stake by 10% in Q2 2026, selling an estimated $64.7K and leaving 1,676 shares worth $577K. The position accounts for 0.15% of the portfolio, ranked #121.

LongView Wealth Management first reported a position in VV in Q4 2023 and has held it in 11 quarters since. The position peaked at $876K in Q3 2024. 246 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • LongView Wealth Management held 1,676 shares of Vanguard Large-Cap ETF worth $577K as of Q2 2026.
  • LongView Wealth Management sold 194 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $64.7K.
  • Vanguard Large-Cap ETF made up 0.15% of LongView Wealth Management's portfolio in Q2 2026, its #121 holding.
  • LongView Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • LongView Wealth Management's Vanguard Large-Cap ETF position peaked at $876K in Q3 2024.
  • 246 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.