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Woodard & Company Asset Management Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Woodard & Company Asset Management Group’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 		$28.1M Sell
81,738
-34,957
-30% -$11.7M 4.05% 5
2026
Q1 		$34.9M Sell
116,695
-13,508
-10% -$4.23M 5.58% 4
2025
Q4 		$41M Sell
130,203
-2,413
-2% -$754K 6.48% 4
2025
Q3 		$40.8M Sell
132,616
-841
-0.6% -$249K 6.63% 4
2025
Q2 		$38.1M Buy
133,457
+2,403
+2% +$633K 6.99% 4
2025
Q1 		$33.7M Buy
131,054
+15,587
+13% +$4.22M 7.02% 4
2024
Q4 		$31.1M Buy
115,467
+3,251
+3% +$881K 6.71% 7
2024
Q3 		$29.5M Sell
112,216
-12,475
-10% -$3.16M 6.64% 6
2024
Q2 		$31.1M Buy
124,691
+8,417
+7% +$2.02M 7.74% 5
2024
Q1 		$27.9M Sell
116,274
-3,367
-3% -$770K 7.43% 5
2023
Q4 		$26.1M Sell
119,641
-4,372
-4% -$894K 7.61% 5
2023
Q3 		$24.3M Sell
124,013
-3,654
-3% -$744K 8.24% 4
2023
Q2 		$25.9M Sell
127,667
-1,672
-1% -$320K 8.59% 4
2023
Q1 		$24.2M Buy
129,339
+50,526
+64% +$9.2M 8.41% 4
2022
Q4 		$13.7M Buy
78,813
+707
+0.9% +$124K 4.86% 5
2022
Q3 		$12.8M Buy
78,106
+260
+0.3% +$47.3K 5.88% 4
2022
Q2 		$13.4M Buy
77,846
+1,121
+1% +$210K 5.51% 5
2022
Q1 		$16M Buy
76,725
+25,165
+49% +$5.17M 6.68% 4
2021
Q4 		$11.4M Buy
51,560
+1,590
+3% +$341K 5.4% 4
2021
Q3 		$10M Sell
49,970
-629
-1% -$130K 6.2% 2
2021
Q2 		$10.2M Buy
50,599
+462
+0.9% +$90.2K 6.07% 2
2021
Q1 		$9.29M Sell
50,137
-3,852
-7% -$698K 5.91% 2
2020
Q4 		$9.49M Buy
53,989
+1,178
+2% +$196K 5.82% 3
2020
Q3 		$8.26M Sell
52,811
-608
-1% -$93.7K 5.4% 3
2020
Q2 		$7.64M Sell
53,419
-2,735
-5% -$370K 5.16% 4
2020
Q1 		$6.65M Sell
56,154
-5,427
-9% -$762K 4.78% 5
2019
Q4 		$9.1M Buy
61,581
+574
+0.9% +$81.2K 5.48% 4
2019
Q3 		$8.3M Buy
61,007
+59,193
+3,263% +$8.03M 5.28% 4
2019
Q2 		$244K Hold
1,814
– – 1.88% 20
2019
Q1 		$235K Buy
+1,814
New +$227K 1.98% 21
2018
Q4 		– Sell
-950
Closed -$127K – 226
2018
Q3 		$127K Hold
950
– – 0.12% 60
2018
Q2 		$119K Buy
950
+150
+19% +$18.6K 0.11% 60
2018
Q1 		$97K Hold
800
– – 0.1% 61
2017
Q4 		$98K Buy
+800
New +$95.6K 0.09% 66

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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Woodard & Company Asset Management Group's VV Position: Q2 2026 in Review

Woodard & Company Asset Management Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 30% in Q2 2026, selling an estimated $11.7M and leaving 81,738 shares worth $28.1M. The position accounts for 4.05% of the portfolio, ranked #5.

Woodard & Company Asset Management Group first reported a position in VV in Q4 2017 and has held it in 34 quarters since. The position peaked at $41M in Q4 2025. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Woodard & Company Asset Management Group held 81,738 shares of Vanguard Morningstar Large-Cap ETF worth $28.1M as of Q2 2026.
  • Woodard & Company Asset Management Group sold 34,957 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $11.7M.
  • Vanguard Morningstar Large-Cap ETF made up 4.05% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #5 holding.
  • Woodard & Company Asset Management Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • Woodard & Company Asset Management Group's Vanguard Morningstar Large-Cap ETF position peaked at $41M in Q4 2025.
  • 695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.