Wealth Enhancement Advisory Services’s Vanguard Large-Cap ETF VV Stock Holding History

Wealth Enhancement Advisory Services’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	$45.9M	Sell	133,158 -527	-0.4%	-$176K	0.08%	228
2026 Q1	$40.3M	Sell	133,685 -53,585	-29%	-$16.8M	0.08%	228
2025 Q4	$59.8M	Buy	187,270 +1,503	+0.8%	+$469K	0.08%	231
2025 Q3	$57.4M	Sell	185,767 -341	-0.2%	-$101K	0.09%	221
2025 Q2	$53.7M	Sell	186,108 -2,441	-1%	-$643K	0.09%	217
2025 Q1	$48.5M	Sell	188,549 -25,491	-12%	-$6.9M	0.09%	211
2024 Q4	$57.7M	Buy	214,040 +27,178	+15%	+$7.36M	0.11%	179
2024 Q3	$49.2M	Sell	186,862 -17,758	-9%	-$4.51M	0.11%	191
2024 Q2	$51.1M	Buy	204,620 +50,154	+32%	+$12M	0.12%	170
2024 Q1	$37M	Buy	154,466 +37,419	+32%	+$8.56M	0.1%	209
2023 Q4	$25.5M	Buy	117,047 +105	+0.1%	+$21.5K	0.07%	254
2023 Q3	$22.9M	Buy	116,942 +114,555	+4,799%	+$23.3M	0.08%	252
2023 Q2	$484K	Buy	2,387 +494	+26%	+$94.7K	0.01%	357
2023 Q1	$354K	Buy	+1,893	New	+$345K	﹤0.01%	423
2022 Q2	–	Sell	-1,026	Closed	-$216K	–	373
2022 Q1	$216K	Sell	1,026 -224	-18%	-$46K	﹤0.01%	308
2021 Q4	$259K	Sell	1,250 -60	-5%	-$12.9K	﹤0.01%	281
2021 Q3	$280K	Buy	1,310 +162	+14%	+$33.5K	﹤0.01%	271
2021 Q2	$233K	Sell	1,148 -12	-1%	-$2.34K	﹤0.01%	261
2021 Q1	$220K	Buy	1,160 +1	+0.1%	+$181	﹤0.01%	256
2020 Q4	$205K	Buy	+1,159	New	+$193K	﹤0.01%	213

Other funds holding VV

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

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

Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Wealth Enhancement Advisory Services's VV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Vanguard Large-Cap ETF (VV) stake by 0.39% in Q2 2026, selling an estimated $176K and leaving 133,158 shares worth $45.9M. The position accounts for 0.08% of the portfolio, ranked #228.

Wealth Enhancement Advisory Services first reported a position in VV in Q4 2020 and has held it in 20 quarters since. The position peaked at $59.8M in Q4 2025. 287 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Wealth Enhancement Advisory Services held 133,158 shares of Vanguard Large-Cap ETF worth $45.9M as of Q2 2026.
Wealth Enhancement Advisory Services sold 527 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $176K.
Vanguard Large-Cap ETF made up 0.08% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #228 holding.
Wealth Enhancement Advisory Services first reported a position in Vanguard Large-Cap ETF in Q4 2020 and has held it in 20 quarters since.
Wealth Enhancement Advisory Services's Vanguard Large-Cap ETF position peaked at $59.8M in Q4 2025.
287 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.