SWA
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Sax Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Sax Wealth Advisors’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 		$4.58M Buy
15,315
+344
+2% +$115K 0.19% 90
2026
Q1 		$4.71M Hold
14,971
– – 0.23% 74
2025
Q4 		$4.71M Buy
14,971
+916
+7% +$286K 0.22% 76
2025
Q3 		$4.33M Sell
14,055
-1,957
-12% -$579K 0.23% 67
2025
Q2 		$4.57M Sell
16,012
-184
-1% -$48.5K 0.28% 59
2025
Q1 		$4.16M Buy
16,196
+12,958
+400% +$3.51M 0.3% 53
2024
Q4 		$873K Sell
3,238
-311
-9% -$84.3K 0.07% 131
2024
Q3 		$934K Buy
3,549
+1,278
+56% +$324K 0.08% 99
2024
Q2 		$567K Buy
2,271
+345
+18% +$82.9K 0.05% 133
2024
Q1 		$462K Buy
1,926
+33
+2% +$7.55K 0.05% 124
2023
Q4 		$413K Hold
1,893
– – 0.07% 131
2023
Q3 		$371K Hold
1,893
– – 0.07% 131
2023
Q2 		$384K Hold
1,893
– – 0.08% 133
2023
Q1 		$354K Buy
1,893
+175
+10% +$31.9K 0.08% 129
2022
Q4 		$299K Sell
1,718
-163
-9% -$28.6K 0.07% 133
2022
Q3 		$308K Hold
1,881
– – 0.08% 125
2022
Q2 		$324K Hold
1,881
– – 0.08% 128
2022
Q1 		$392K Sell
1,881
-1,000
-35% -$205K 0.09% 120
2021
Q4 		$637K Hold
2,881
– – 0.13% 103
2021
Q3 		$579K Buy
2,881
+1,163
+68% +$240K 0.14% 97
2021
Q2 		$345K Hold
1,718
– – 0.12% 114
2021
Q1 		$318K Hold
1,718
– – 0.12% 111
2020
Q4 		$302K Buy
+1,718
New +$285K 0.14% 98

Other funds holding VV

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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Sax Wealth Advisors's VV Position: Q2 2026 in Review

Sax Wealth Advisors increased its Vanguard Large-Cap ETF (VV) stake by 2.3% in Q2 2026, buying an estimated $115K and bringing the position to 15,315 shares worth $4.58M. The position accounts for 0.19% of the portfolio, ranked #90.

Sax Wealth Advisors first reported a position in VV in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.71M in Q1 2026. 320 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Sax Wealth Advisors held 15,315 shares of Vanguard Large-Cap ETF worth $4.58M as of Q2 2026.
  • Sax Wealth Advisors bought 344 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $115K.
  • Vanguard Large-Cap ETF made up 0.19% of Sax Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • Sax Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's Vanguard Large-Cap ETF position peaked at $4.71M in Q1 2026.
  • 320 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.