Values Added Financial’s Vanguard Large-Cap ETF VV Stock Holding History

Values Added Financial’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	$963K	Hold	2,801	–	–	0.35%	53
2026 Q1	$837K	Hold	2,801	–	–	0.35%	52
2025 Q4	$882K	Hold	2,801	–	–	0.37%	50
2025 Q3	$862K	Hold	2,801	–	–	0.38%	49
2025 Q2	$799K	Hold	2,801	–	–	0.39%	49
2025 Q1	$720K	Hold	2,801	–	–	0.4%	48
2024 Q4	$755K	Hold	2,801	–	–	0.44%	43
2024 Q3	$737K	Hold	2,801	–	–	0.47%	39
2024 Q2	$699K	Hold	2,801	–	–	0.5%	38
2024 Q1	$672K	Hold	2,801	–	–	0.52%	36
2023 Q4	$611K	Sell	2,801 -2,262	-45%	-$462K	0.5%	35
2023 Q3	$991K	Hold	5,063	–	–	0.9%	26
2023 Q2	$1.03M	Buy	+5,063	New	+$970K	0.96%	24

Other funds holding VV

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

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 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

Values Added Financial's VV Position: Q2 2026 in Review

Values Added Financial held its Vanguard Large-Cap ETF (VV) position steady in Q2 2026 at 2,801 shares worth $963K. The position accounts for 0.35% of the portfolio, ranked #53.

Values Added Financial first reported a position in VV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.03M in Q2 2023. 614 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Values Added Financial held 2,801 shares of Vanguard Large-Cap ETF worth $963K as of Q2 2026.
Values Added Financial left its Vanguard Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Large-Cap ETF made up 0.35% of Values Added Financial's portfolio in Q2 2026, its #53 holding.
Values Added Financial first reported a position in Vanguard Large-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Values Added Financial's Vanguard Large-Cap ETF position peaked at $1.03M in Q2 2023.
614 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.