WA
VV icon

Waddell & Associates’s Vanguard Large-Cap ETF VV Stock Holding History

Waddell & Associates’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 		$257K Hold
747
– – 0.01% 445
2026
Q1 		$223K Hold
747
– – 0.01% 400
2025
Q4 		$235K Hold
747
– – 0.02% 326
2025
Q3 		$230K Hold
747
– – 0.02% 277
2025
Q2 		$213K Buy
+747
New +$197K 0.02% 223
2025
Q1 		– Sell
-747
Closed -$201K – 164
2024
Q4 		$201K Buy
+747
New +$202K 0.02% 150

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
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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Waddell & Associates's VV Position: Q2 2026 in Review

Waddell & Associates held its Vanguard Large-Cap ETF (VV) position steady in Q2 2026 at 747 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #445.

Waddell & Associates first reported a position in VV in Q4 2024 and has held it in 6 quarters since. 567 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Waddell & Associates held 747 shares of Vanguard Large-Cap ETF worth $257K as of Q2 2026.
  • Waddell & Associates left its Vanguard Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Large-Cap ETF made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #445 holding.
  • Waddell & Associates first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 567 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.