TWM
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Tumwater Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Tumwater Wealth Management’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 		$5.38M Sell
15,651
-42
-0.3% -$14K 1.95% 7
2026
Q1 		$4.69M Hold
15,693
– – 1.89% 7
2025
Q4 		$4.94M Hold
15,693
– – 2.01% 7
2025
Q3 		$4.83M Sell
15,693
-817
-5% -$242K 2.15% 6
2025
Q2 		$4.71M Hold
16,510
– – 2.19% 6
2025
Q1 		$4.24M Sell
16,510
-60
-0.4% -$16.3K 2.21% 6
2024
Q4 		$4.47M Buy
+16,570
New +$4.49M 2.34% 6

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

Tumwater Wealth Management's VV Position: Q2 2026 in Review

Tumwater Wealth Management reduced its Vanguard Large-Cap ETF (VV) stake by 0.27% in Q2 2026, selling an estimated $14K and leaving 15,651 shares worth $5.38M. The position accounts for 1.95% of the portfolio, ranked #7.

Tumwater Wealth Management first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 462 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Tumwater Wealth Management held 15,651 shares of Vanguard Large-Cap ETF worth $5.38M as of Q2 2026.
  • Tumwater Wealth Management sold 42 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $14K.
  • Vanguard Large-Cap ETF made up 1.95% of Tumwater Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Tumwater Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 462 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.