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Seamount Financial Group’s Vanguard Large-Cap ETF VV Stock Holding History

Seamount Financial 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 		$2.33M Sell
6,789
-51
-0.7% -$17K 0.94% 33
2026
Q1 		$2.04M Buy
6,840
+344
+5% +$108K 0.92% 33
2025
Q4 		$2.05M Buy
6,496
+63
+1% +$19.7K 0.93% 33
2025
Q3 		$1.98M Buy
6,433
+183
+3% +$54.2K 0.94% 33
2025
Q2 		$1.78M Buy
6,250
+624
+11% +$164K 0.92% 32
2025
Q1 		$1.45M Buy
5,626
+233
+4% +$63.1K 0.98% 26
2024
Q4 		$1.45M Sell
5,393
-59
-1% -$16K 1% 26
2024
Q3 		$1.44M Buy
5,452
+155
+3% +$39.3K 1.08% 23
2024
Q2 		$1.32M Buy
5,297
+100
+2% +$24K 1.08% 24
2024
Q1 		$1.25M Sell
5,197
-200
-4% -$45.8K 1.09% 24
2023
Q4 		$1.18M Buy
+5,397
New +$1.1M 1.13% 25

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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

Seamount Financial Group's VV Position: Q2 2026 in Review

Seamount Financial Group reduced its Vanguard Large-Cap ETF (VV) stake by 0.75% in Q2 2026, selling an estimated $17K and leaving 6,789 shares worth $2.33M. The position accounts for 0.94% of the portfolio, ranked #33.

Seamount Financial Group first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 462 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Seamount Financial Group held 6,789 shares of Vanguard Large-Cap ETF worth $2.33M as of Q2 2026.
  • Seamount Financial Group sold 51 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $17K.
  • Vanguard Large-Cap ETF made up 0.94% of Seamount Financial Group's portfolio in Q2 2026, its #33 holding.
  • Seamount Financial Group first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 462 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.