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

Unique 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 		– Sell
-1,179
Closed -$352K – 210
2026
Q1 		$352K Sell
1,179
-2,419
-67% -$757K 0.05% 150
2025
Q4 		$1.13M Sell
3,598
-206
-5% -$64.3K 0.16% 86
2025
Q3 		$1.17M Sell
3,804
-3
-0.1% -$888 0.17% 81
2025
Q2 		$1.09M Sell
3,807
-3,016
-44% -$795K 0.18% 79
2025
Q1 		$1.75M Buy
+6,823
New +$1.85M 0.33% 64

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Unique Wealth's VV Position: Q2 2026 in Review

Unique Wealth sold out of Vanguard Large-Cap ETF (VV) in Q2 2026, closing a stake of 1,179 shares — an estimated $352K sold.

Unique Wealth first reported a position in VV in Q1 2025 and held it in 5 quarters. The position peaked at $1.75M in Q1 2025. 614 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Unique Wealth reported no remaining Vanguard Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Unique Wealth sold 1,179 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $352K.
  • Unique Wealth first reported a position in Vanguard Large-Cap ETF in Q1 2025 and held it in 5 quarters.
  • Unique Wealth's Vanguard Large-Cap ETF position peaked at $1.75M in Q1 2025.
  • 614 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.