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M.E. Allison & Co’s Vanguard Large-Cap ETF VV Stock Holding History

M.E. Allison & Co’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 		$542K Hold
1,577
– – 0.31% 87
2026
Q1 		$471K Buy
1,577
+1
+0.1% +$313 0.31% 87
2025
Q4 		$496K Buy
1,576
+1
+0.1% +$312 0.34% 78
2025
Q3 		$485K Hold
1,575
– – 0.34% 76
2025
Q2 		$449K Hold
1,575
– – 0.36% 70
2025
Q1 		$405K Buy
1,575
+1
+0.1% +$271 0.4% 77
2024
Q4 		$425K Buy
+1,574
New +$427K 0.47% 63

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

M.E. Allison & Co's VV Position: Q2 2026 in Review

M.E. Allison & Co held its Vanguard Large-Cap ETF (VV) position steady in Q2 2026 at 1,577 shares worth $542K. The position accounts for 0.31% of the portfolio, ranked #87.

M.E. Allison & Co first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 246 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • M.E. Allison & Co held 1,577 shares of Vanguard Large-Cap ETF worth $542K as of Q2 2026.
  • M.E. Allison & Co left its Vanguard Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Large-Cap ETF made up 0.31% of M.E. Allison & Co's portfolio in Q2 2026, its #87 holding.
  • M.E. Allison & Co first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 246 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.