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Wealthquest’s Vanguard Large-Cap ETF VV Stock Holding History

Wealthquest’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 		$438M Buy
1,272,808
+32,141
+3% +$10.7M 27.61% 1
2026
Q1 		$371M Buy
1,240,667
+62,854
+5% +$19.7M 26.27% 1
2025
Q4 		$371M Sell
1,177,813
-2,967
-0.3% -$927K 28% 1
2025
Q3 		$364M Buy
1,180,780
+462,228
+64% +$137M 29% 1
2025
Q2 		$205M Buy
718,552
+4,090
+0.6% +$1.08M 16.17% 1
2025
Q1 		$184M Sell
714,462
-4,054
-0.6% -$1.1M 15.33% 1
2024
Q4 		$194M Buy
718,516
+4,909
+0.7% +$1.33M 15.77% 1
2024
Q3 		$186M Buy
713,607
+646,240
+959% +$164M 16.4% 1
2024
Q2 		$169M Sell
67,367
-628,708
-90% -$151M 17.97% 1
2024
Q1 		$167M Sell
696,075
-54,993
-7% -$12.6M 17.88% 1
2023
Q4 		$164M Buy
751,068
+600
+0.1% +$123K 18.16% 1
2023
Q3 		$147M Buy
750,468
+2,302
+0.3% +$469K 18.03% 1
2023
Q2 		$152M Sell
748,166
-10,541
-1% -$2.02M 18.12% 1
2023
Q1 		$142M Sell
758,707
-3,123
-0.4% -$569K 18.39% 1
2022
Q4 		$133M Buy
761,830
+28,369
+4% +$4.98M 17.08% 1
2022
Q3 		$120M Buy
733,461
+73,148
+11% +$13.3M 16.77% 1
2022
Q2 		$114M Sell
660,313
-22,507
-3% -$4.22M 17.17% 1
2022
Q1 		$151M Hold
682,820
– – 23.15% 1
2021
Q4 		$151M Buy
682,820
+25,105
+4% +$5.38M 23.15% 1
2021
Q3 		$132M Buy
657,715
+4,692
+0.7% +$970K 22.3% 1
2021
Q2 		$131M Sell
653,023
-26,072
-4% -$5.09M 22.42% 1
2021
Q1 		$126M Buy
679,095
+17,433
+3% +$3.16M 23.51% 1
2020
Q4 		$116M Buy
661,662
+4,682
+0.7% +$778K 24.88% 1
2020
Q3 		$103M Buy
656,980
+1,377
+0.2% +$212K 25.45% 1
2020
Q2 		$93.8M Buy
+655,603
New +$88.6M 23.84% 1
2019
Q4 		$12.5M Sell
84,876
-6,602
-7% -$934K 3.59% 9
2019
Q3 		$12.5M Buy
91,478
+49,195
+116% +$6.68M 4.17% 6
2019
Q2 		$5.7M Buy
42,283
+12,086
+40% +$1.6M 2.15% 9
2019
Q1 		$3.92M Buy
30,197
+3,597
+14% +$450K 1.48% 17
2018
Q4 		$3.06M Buy
+26,600
New +$3.29M 1.25% 19

Other funds holding VV

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

Wealthquest's VV Position: Q2 2026 in Review

Wealthquest increased its Vanguard Large-Cap ETF (VV) stake by 2.6% in Q2 2026, buying an estimated $10.7M and bringing the position to 1,272,808 shares worth $438M. The position accounts for 27.61% of the portfolio, ranked #1.

Wealthquest first reported a position in VV in Q4 2018 and has held it in 30 quarters since. 486 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Wealthquest held 1,272,808 shares of Vanguard Large-Cap ETF worth $438M as of Q2 2026.
  • Wealthquest bought 32,141 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $10.7M.
  • Vanguard Large-Cap ETF made up 27.61% of Wealthquest's portfolio in Q2 2026, its #1 holding.
  • Wealthquest first reported a position in Vanguard Large-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 486 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.