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

Portside Wealth 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 		$1.84M Buy
+5,336
New +$1.78M 0.21% 108
2025
Q1 		– Sell
-1,311
Closed -$354K – 453
2024
Q4 		$354K Buy
+1,311
New +$355K 0.06% 288
2024
Q1 		– Sell
-3,156
Closed -$688K – 393
2023
Q4 		$688K Buy
+3,156
New +$645K 0.13% 172

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

Portside Wealth Group's VV Position: Q2 2026 in Review

Portside Wealth Group opened a new position in Vanguard Large-Cap ETF (VV) in Q2 2026: 5,336 shares worth $1.84M. The stake represents 0.21% of the portfolio and ranks #108 among its holdings. This is a return to the name: Portside Wealth Group previously reported a position in VV as recently as Q4 2024.

Portside Wealth Group first reported a position in VV in Q4 2023 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Portside Wealth Group held 5,336 shares of Vanguard Large-Cap ETF worth $1.84M as of Q2 2026.
  • Vanguard Large-Cap ETF was a new Portside Wealth Group position in Q2 2026.
  • Vanguard Large-Cap ETF made up 0.21% of Portside Wealth Group's portfolio in Q2 2026, its #108 holding.
  • Portside Wealth Group first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 3 quarters since.
  • 246 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.