NOI
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Newton One Investments’s Vanguard Large-Cap ETF VV Stock Holding History

Newton One Investments’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 		$412K Sell
1,199
-89
-7% -$29.7K 0.1% 32
2026
Q1 		$385K Sell
1,288
-36
-3% -$11.3K 0.1% 31
2025
Q4 		$417K Sell
1,324
-76
-5% -$23.7K 0.12% 30
2025
Q3 		$431K Sell
1,400
-38
-3% -$11.3K 0.13% 30
2025
Q2 		$410K Hold
1,438
– – 0.13% 29
2025
Q1 		$370K Hold
1,438
– – 0.13% 28
2024
Q4 		$388K Hold
1,438
– – 0.15% 28
2024
Q3 		$379K Hold
1,438
– – 0.15% 29
2024
Q2 		$359K Hold
1,438
– – 0.15% 28
2024
Q1 		$345K Hold
1,438
– – 0.15% 29
2023
Q4 		$314K Sell
1,438
-2,198
-60% -$449K 0.14% 31
2023
Q3 		$712K Buy
3,636
+13
+0.4% +$2.65K 0.42% 22
2023
Q2 		$734K Buy
3,623
+14
+0.4% +$2.68K 0.42% 22
2023
Q1 		$674K Buy
3,609
+14
+0.4% +$2.55K 0.41% 22
2022
Q4 		$626K Hold
3,595
– – 0.4% 22
2022
Q3 		$588K Hold
3,595
– – 0.42% 21
2022
Q2 		$620K Hold
3,595
– – 0.46% 20
2022
Q1 		$750K Hold
3,595
– – 0.55% 19
2021
Q4 		$795K Buy
3,595
+12
+0.3% +$2.57K 0.56% 19
2021
Q3 		$720K Sell
3,583
-16
-0.4% -$3.31K 0.54% 19
2021
Q2 		$722K Sell
3,599
-149
-4% -$29.1K 0.57% 19
2021
Q1 		$694K Buy
3,748
+13
+0.3% +$2.36K 0.62% 19
2020
Q4 		$656K Buy
+3,735
New +$621K 0.64% 19

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 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
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

Newton One Investments's VV Position: Q2 2026 in Review

Newton One Investments reduced its Vanguard Large-Cap ETF (VV) stake by 6.9% in Q2 2026, selling an estimated $29.7K and leaving 1,199 shares worth $412K. The position accounts for 0.1% of the portfolio, ranked #32.

Newton One Investments first reported a position in VV in Q4 2020 and has held it in 23 quarters since. The position peaked at $795K in Q4 2021. 414 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Newton One Investments held 1,199 shares of Vanguard Large-Cap ETF worth $412K as of Q2 2026.
  • Newton One Investments sold 89 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $29.7K.
  • Vanguard Large-Cap ETF made up 0.1% of Newton One Investments's portfolio in Q2 2026, its #32 holding.
  • Newton One Investments first reported a position in Vanguard Large-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Newton One Investments's Vanguard Large-Cap ETF position peaked at $795K in Q4 2021.
  • 414 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.