PWS
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Physician Wealth Solutions’s Vanguard Large-Cap ETF VV Stock Holding History

Physician Wealth Solutions’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 		$349K Hold
1,015
– – 0.13% 38
2026
Q1 		$303K Hold
1,015
– – 0.13% 38
2025
Q4 		$320K Hold
1,015
– – 0.14% 39
2025
Q3 		$312K Hold
1,015
– – 0.14% 41
2025
Q2 		$290K Hold
1,015
– – 0.13% 40
2025
Q1 		$261K Hold
1,015
– – 0.13% 37
2024
Q4 		$274K Hold
1,015
– – 0.14% 37
2024
Q3 		$270K Hold
1,015
– – 0.13% 36
2024
Q2 		$253K Hold
1,015
– – 0.18% 35
2024
Q1 		$243K Hold
1,015
– – 0.2% 35
2023
Q4 		$221K Buy
+1,015
New +$207K 0.22% 35

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

Physician Wealth Solutions's VV Position: Q2 2026 in Review

Physician Wealth Solutions held its Vanguard Large-Cap ETF (VV) position steady in Q2 2026 at 1,015 shares worth $349K. The position accounts for 0.13% of the portfolio, ranked #38.

Physician Wealth Solutions first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 246 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Physician Wealth Solutions held 1,015 shares of Vanguard Large-Cap ETF worth $349K as of Q2 2026.
  • Physician Wealth Solutions left its Vanguard Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Large-Cap ETF made up 0.13% of Physician Wealth Solutions's portfolio in Q2 2026, its #38 holding.
  • Physician Wealth Solutions first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 246 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

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