SAS
VV icon

SMI Advisory Services’s Vanguard Large-Cap ETF VV Stock Holding History

SMI Advisory Services’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 		$664K Sell
1,918
-43
-2% -$14.3K 0.11% 35
2026
Q1 		$594K Sell
1,961
-507
-21% -$159K 0.1% 40
2025
Q4 		$791K Sell
2,468
-190
-7% -$59.3K 0.14% 29
2025
Q3 		$822K Sell
2,658
-126
-5% -$37.3K 0.16% 24
2025
Q2 		$802K Sell
2,784
-12
-0.4% -$3.16K 0.16% 22
2025
Q1 		$648K Sell
2,796
-108
-4% -$29.3K 0.15% 18
2024
Q4 		$777K Sell
2,904
-1,144
-28% -$310K 0.18% 34
2024
Q3 		$1.06M Sell
4,048
-28
-0.7% -$7.1K 0.24% 35
2024
Q2 		$1.04M Buy
+4,076
New +$979K 0.26% 37
2024
Q1 		– Sell
-4,549
Closed -$996K – 82
2023
Q4 		$996K Sell
4,549
-345
-7% -$70.5K 0.25% 23
2023
Q3 		$988K Buy
+4,894
New +$997K 0.36% 22
2023
Q1 		$865K Buy
4,968
+29
+0.6% +$5.28K 0.29% 21
2022
Q4 		$808K Hold
4,939
– – 0.26% 22
2022
Q3 		$808K Buy
4,939
+3,142
+175% +$571K 0.26% 22
2022
Q2 		$310K Sell
1,797
-17
-0.9% -$3.19K 0.11% 31
2022
Q1 		$378K Buy
1,814
+305
+20% +$62.6K 0.13% 30
2021
Q4 		$334K Sell
1,509
-393
-21% -$84.3K 0.13% 29
2021
Q3 		$382K Sell
1,902
-209
-10% -$43.2K 0.17% 24
2021
Q2 		$424K Sell
2,111
-93
-4% -$18.2K 0.18% 23
2021
Q1 		$408K Buy
+2,204
New +$399K 0.19% 24

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

SMI Advisory Services's VV Position: Q2 2026 in Review

SMI Advisory Services reduced its Vanguard Large-Cap ETF (VV) stake by 2.2% in Q2 2026, selling an estimated $14.3K and leaving 1,918 shares worth $664K. The position accounts for 0.11% of the portfolio, ranked #35.

SMI Advisory Services first reported a position in VV in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.06M in Q3 2024. 246 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • SMI Advisory Services held 1,918 shares of Vanguard Large-Cap ETF worth $664K as of Q2 2026.
  • SMI Advisory Services sold 43 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $14.3K.
  • Vanguard Large-Cap ETF made up 0.11% of SMI Advisory Services's portfolio in Q2 2026, its #35 holding.
  • SMI Advisory Services first reported a position in Vanguard Large-Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • SMI Advisory Services's Vanguard Large-Cap ETF position peaked at $1.06M in Q3 2024.
  • 246 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.