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Olistico Wealth’s Vanguard Large-Cap ETF VV Stock Holding History

Olistico Wealth’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 		$1.84M Buy
5,348
+2
+0% +$667 0.79% 29
2026
Q1 		$1.6M Sell
5,346
-47
-0.9% -$14.7K 0.79% 30
2025
Q4 		$1.7M Sell
5,393
-83
-2% -$25.9K 0.83% 24
2025
Q3 		$1.69M Buy
5,476
+2
+0% +$592 0.89% 23
2025
Q2 		$1.56M Sell
5,474
-4
-0.1% -$1.05K 0.87% 24
2025
Q1 		$1.41M Buy
5,478
+2
+0% +$542 0.87% 24
2024
Q4 		$1.48M Buy
5,476
+4
+0.1% +$1.08K 0.86% 25
2024
Q3 		$1.44M Buy
5,472
+2
+0% +$507 0.88% 25
2024
Q2 		$1.37M Hold
5,470
– – 0.87% 27
2024
Q1 		$1.31M Buy
5,470
+266
+5% +$60.9K 0.95% 29
2023
Q4 		$1.14M Buy
5,204
+3
+0.1% +$613 0.89% 30
2023
Q3 		$1.02M Sell
5,201
-24
-0.5% -$4.89K 0.91% 28
2023
Q2 		$1.06M Sell
5,225
-10
-0.2% -$1.92K 0.91% 29
2023
Q1 		$978K Hold
5,235
– – 0.94% 25
2022
Q4 		$912K Buy
+5,235
New +$918K 0.99% 26

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

Olistico Wealth's VV Position: Q2 2026 in Review

Olistico Wealth increased its Vanguard Large-Cap ETF (VV) stake by 0.04% in Q2 2026, buying an estimated $667 and bringing the position to 5,348 shares worth $1.84M. The position accounts for 0.79% of the portfolio, ranked #29.

Olistico Wealth first reported a position in VV in Q4 2022 and has held it in 15 quarters since. 246 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Olistico Wealth held 5,348 shares of Vanguard Large-Cap ETF worth $1.84M as of Q2 2026.
  • Olistico Wealth bought 2 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $667.
  • Vanguard Large-Cap ETF made up 0.79% of Olistico Wealth's portfolio in Q2 2026, its #29 holding.
  • Olistico Wealth first reported a position in Vanguard Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 246 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.