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Next Level Private’s Vanguard Large-Cap ETF VV Stock Holding History

Next Level Private’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 		$355K Sell
1,031
-13
-1% -$4.34K 0.07% 133
2026
Q1 		$312K Buy
1,044
+1
+0.1% +$313 0.07% 140
2025
Q4 		$328K Buy
1,043
+1
+0.1% +$312 0.09% 128
2025
Q3 		$324K Buy
1,042
+5
+0.5% +$1.48K 0.09% 119
2025
Q2 		$296K Sell
1,037
-11
-1% -$2.9K 0.1% 120
2025
Q1 		$269K Buy
1,048
+4
+0.4% +$1.08K 0.1% 118
2024
Q4 		$282K Hold
1,044
– – 0.11% 114
2024
Q3 		$275K Hold
1,044
– – 0.11% 113
2024
Q2 		$261K Hold
1,044
– – 0.12% 109
2024
Q1 		$250K Hold
1,044
– – 0.11% 110
2023
Q4 		$228K Hold
1,044
– – 0.13% 95
2023
Q3 		$204K Hold
1,044
– – 0.14% 95
2023
Q2 		$210K Buy
+1,044
New +$200K 0.14% 98
2022
Q2 		– Sell
-1,044
Closed -$218K – 186
2022
Q1 		$218K Buy
+1,044
New +$214K 0.18% 80

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

Next Level Private's VV Position: Q2 2026 in Review

Next Level Private reduced its Vanguard Large-Cap ETF (VV) stake by 1.2% in Q2 2026, selling an estimated $4.34K and leaving 1,031 shares worth $355K. The position accounts for 0.07% of the portfolio, ranked #133.

Next Level Private first reported a position in VV in Q1 2022 and has held it in 14 quarters since. 246 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Next Level Private held 1,031 shares of Vanguard Large-Cap ETF worth $355K as of Q2 2026.
  • Next Level Private sold 13 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $4.34K.
  • Vanguard Large-Cap ETF made up 0.07% of Next Level Private's portfolio in Q2 2026, its #133 holding.
  • Next Level Private first reported a position in Vanguard Large-Cap ETF in Q1 2022 and has held it in 14 quarters since.
  • 246 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.