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

SteelPeak Wealth’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 		$445K Buy
+1,293
New +$431K 0.01% 451

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 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
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

SteelPeak Wealth's VV Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Vanguard Large-Cap ETF (VV) in Q2 2026: 1,293 shares worth $445K. The stake represents 0.01% of the portfolio and ranks #451 among its holdings.

394 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • SteelPeak Wealth held 1,293 shares of Vanguard Large-Cap ETF worth $445K as of Q2 2026.
  • Vanguard Large-Cap ETF was a new SteelPeak Wealth position in Q2 2026.
  • Vanguard Large-Cap ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #451 holding.
  • 394 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

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