Net Worth Advisory Group’s Vanguard Large-Cap ETF VV Stock Holding History

Net Worth Advisory Group’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	–	Sell	-5,925	Closed	-$1.77M	–	473
2026 Q1	$1.77M	Sell	5,925 -42	-0.7%	-$13.1K	0.37%	60
2025 Q4	$1.88M	Buy	5,967 +2,148	+56%	+$671K	0.38%	57
2025 Q3	$1.18M	Sell	3,819 -2,263	-37%	-$670K	0.34%	54
2025 Q2	$1.74M	Buy	6,082 +4,058	+200%	+$1.07M	0.38%	59
2025 Q1	$520K	Sell	2,024 -2,271	-53%	-$615K	0.16%	151
2024 Q4	$1.16M	Buy	4,295 +24	+0.6%	+$6.5K	0.35%	45
2024 Q3	$1.12M	Buy	+4,271	New	+$1.08M	0.33%	47

Other funds holding VV

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

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

Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return

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

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

Net Worth Advisory Group's VV Position: Q2 2026 in Review

Net Worth Advisory Group sold out of Vanguard Large-Cap ETF (VV) in Q2 2026, closing a stake of 5,925 shares — an estimated $1.77M sold.

Net Worth Advisory Group first reported a position in VV in Q3 2024 and held it in 7 quarters. The position peaked at $1.88M in Q4 2025. 270 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Net Worth Advisory Group reported no remaining Vanguard Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
Net Worth Advisory Group sold 5,925 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $1.77M.
Net Worth Advisory Group first reported a position in Vanguard Large-Cap ETF in Q3 2024 and held it in 7 quarters.
Net Worth Advisory Group's Vanguard Large-Cap ETF position peaked at $1.88M in Q4 2025.
270 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.