WFA
VV icon

Wellspring Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Wellspring Financial 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 		$1.71M Buy
4,958
+1
+0% +$334 0.11% 70
2026
Q1 		$1.48M Buy
4,957
+8
+0.2% +$2.5K 0.11% 76
2025
Q4 		$1.56M Buy
4,949
+15
+0.3% +$4.68K 0.12% 60
2025
Q3 		$1.52M Buy
4,934
+8
+0.2% +$2.37K 0.14% 53
2025
Q2 		$1.41M Sell
4,926
-148
-3% -$39K 0.14% 51
2025
Q1 		$1.3M Sell
5,074
-169
-3% -$45.8K 0.15% 49
2024
Q4 		$1.41M Sell
5,243
-49
-0.9% -$13.3K 0.15% 51
2024
Q3 		$1.39M Buy
5,292
+78
+1% +$19.8K 0.17% 49
2024
Q2 		$1.3M Hold
5,214
– – 0.18% 49
2024
Q1 		$1.25M Buy
5,214
+11
+0.2% +$2.52K 0.2% 48
2023
Q4 		$1.14M Buy
5,203
+12
+0.2% +$2.45K 0.28% 48
2023
Q3 		$1.02M Sell
5,191
-39
-0.7% -$7.94K 0.3% 47
2023
Q2 		$1.06M Buy
5,230
+11
+0.2% +$2.11K 0.3% 45
2023
Q1 		$975K Buy
5,219
+12
+0.2% +$2.19K 0.29% 48
2022
Q4 		$907K Buy
5,207
+14
+0.3% +$2.46K 0.3% 47
2022
Q3 		$849K Buy
5,193
+13
+0.3% +$2.36K 0.31% 41
2022
Q2 		$893K Sell
5,180
-38
-0.7% -$7.13K 0.31% 39
2022
Q1 		$1.09M Buy
5,218
+9
+0.2% +$1.85K 0.32% 39
2021
Q4 		$1.15M Buy
5,209
+11
+0.2% +$2.36K 0.32% 40
2021
Q3 		$1.04M Buy
5,198
+9
+0.2% +$1.86K 0.31% 40
2021
Q2 		$1.04M Sell
5,189
-1,724
-25% -$336K 0.33% 38
2021
Q1 		$819K Buy
6,913
+1,397
+25% +$253K 0.4% 34
2020
Q4 		$969K Sell
5,516
-393
-7% -$65.3K 0.34% 36
2020
Q3 		$924K Sell
5,909
-991
-14% -$153K 0.36% 36
2020
Q2 		$987K Sell
6,900
-13
-0.2% -$1.76K 0.41% 35
2020
Q1 		$819K Buy
+6,913
New +$971K 0.4% 34

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 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
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

Wellspring Financial Advisors's VV Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Vanguard Large-Cap ETF (VV) stake by 0.02% in Q2 2026, buying an estimated $334 and bringing the position to 4,958 shares worth $1.71M. The position accounts for 0.11% of the portfolio, ranked #70.

Wellspring Financial Advisors first reported a position in VV in Q1 2020 and has held it in 26 quarters since. 464 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Wellspring Financial Advisors held 4,958 shares of Vanguard Large-Cap ETF worth $1.71M as of Q2 2026.
  • Wellspring Financial Advisors bought 1 Vanguard Large-Cap ETF share in Q2 2026, an estimated $334.
  • Vanguard Large-Cap ETF made up 0.11% of Wellspring Financial Advisors's portfolio in Q2 2026, its #70 holding.
  • Wellspring Financial Advisors first reported a position in Vanguard Large-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 464 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.