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Verdence Capital Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Verdence Capital Advisors’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 		$1.02M Buy
2,966
+6
+0.2% +$2K 0.05% 299
2026
Q1 		$884K Buy
2,960
+7
+0.2% +$2.19K 0.05% 310
2025
Q4 		$930K Buy
2,953
+6
+0.2% +$1.87K 0.06% 293
2025
Q3 		$934K Sell
2,947
-26
-0.9% -$7.7K 0.05% 316
2025
Q2 		$848K Sell
2,973
-1
-0% -$263 0.06% 290
2025
Q1 		$764K Buy
2,974
+4
+0.1% +$1.08K 0.06% 286
2024
Q4 		$801K Sell
2,970
-91
-3% -$24.7K 0.06% 276
2024
Q3 		$806K Sell
3,061
-33
-1% -$8.37K 0.06% 285
2024
Q2 		$772K Hold
3,094
– – 0.07% 279
2024
Q1 		$742K Buy
3,094
+9
+0.3% +$2.06K 0.07% 282
2023
Q4 		$673K Sell
3,085
-3
-0.1% -$613 0.07% 284
2023
Q3 		$604K Buy
+3,088
New +$629K 0.07% 295

Other funds holding VV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 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

Verdence Capital Advisors's VV Position: Q2 2026 in Review

Verdence Capital Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.2% in Q2 2026, buying an estimated $2K and bringing the position to 2,966 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #299.

Verdence Capital Advisors first reported a position in VV in Q3 2023 and has held it in 12 quarters since. 732 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Verdence Capital Advisors held 2,966 shares of Vanguard Morningstar Large-Cap ETF worth $1.02M as of Q2 2026.
  • Verdence Capital Advisors bought 6 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2K.
  • Vanguard Morningstar Large-Cap ETF made up 0.05% of Verdence Capital Advisors's portfolio in Q2 2026, its #299 holding.
  • Verdence Capital Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 732 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.