WWM
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Wiser Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Wiser Wealth Management’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 		$3.12M Sell
9,083
-34
-0.4% -$11.3K 0.6% 16
2026
Q1 		$2.72M Buy
9,117
+2
+0% +$626 0.59% 16
2025
Q4 		$2.87M Sell
9,115
-8
-0.1% -$2.5K 0.64% 15
2025
Q3 		$2.81M Sell
9,123
-152
-2% -$45K 0.64% 16
2025
Q2 		$2.65M Sell
9,275
-34
-0.4% -$8.96K 0.66% 14
2025
Q1 		$2.39M Sell
9,309
-89
-0.9% -$24.1K 0.67% 15
2024
Q4 		$2.53M Sell
9,398
-4
-0% -$1.08K 0.71% 14
2024
Q3 		$2.48M Sell
9,402
-21
-0.2% -$5.33K 0.71% 14
2024
Q2 		$2.35M Hold
9,423
– – 0.73% 13
2024
Q1 		$2.26M Sell
9,423
-5
-0.1% -$1.14K 0.74% 13
2023
Q4 		$2.02M Hold
9,428
– – 0.74% 15
2023
Q3 		$1.85M Sell
9,428
-90
-0.9% -$18.3K 0.75% 18
2023
Q2 		$1.93M Buy
9,518
+1
+0% +$192 0.77% 19
2023
Q1 		$1.78M Sell
9,517
-68
-0.7% -$12.4K 0.76% 18
2022
Q4 		$1.67M Sell
9,585
-9
-0.1% -$1.58K 0.77% 19
2022
Q3 		$1.57M Buy
9,594
+2
+0% +$364 0.82% 18
2022
Q2 		$1.65M Buy
9,592
+251
+3% +$47.1K 0.86% 20
2022
Q1 		$1.95M Sell
9,341
-106
-1% -$21.8K 0.9% 17
2021
Q4 		$2.09M Sell
9,447
-9
-0.1% -$1.93K 1.02% 16
2021
Q3 		$1.9M Sell
9,456
-22
-0.2% -$4.55K 1.01% 16
2021
Q2 		$1.9M Sell
9,478
-46
-0.5% -$8.98K 1.16% 16
2021
Q1 		$1.76M Sell
9,524
-202
-2% -$36.6K 1.21% 16
2020
Q4 		$1.71M Buy
+9,726
New +$1.62M 1.28% 17

Other funds holding VV

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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Wiser Wealth Management's VV Position: Q2 2026 in Review

Wiser Wealth Management reduced its Vanguard Large-Cap ETF (VV) stake by 0.37% in Q2 2026, selling an estimated $11.3K and leaving 9,083 shares worth $3.12M. The position accounts for 0.6% of the portfolio, ranked #16.

Wiser Wealth Management first reported a position in VV in Q4 2020 and has held it in 23 quarters since. 287 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Wiser Wealth Management held 9,083 shares of Vanguard Large-Cap ETF worth $3.12M as of Q2 2026.
  • Wiser Wealth Management sold 34 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $11.3K.
  • Vanguard Large-Cap ETF made up 0.6% of Wiser Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Wiser Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 287 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.