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YHB Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

YHB Investment 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 		$3.04M Sell
8,846
-125
-1% -$41.7K 0.19% 103
2026
Q1 		$2.68M Sell
8,971
-27
-0.3% -$8.45K 0.19% 105
2025
Q4 		$2.83M Sell
8,998
-58
-0.6% -$18.1K 0.2% 102
2025
Q3 		$2.79M Buy
9,056
+204
+2% +$60.4K 0.2% 100
2025
Q2 		$2.53M Buy
8,852
+62
+0.7% +$16.3K 0.2% 106
2025
Q1 		$2.26M Sell
8,790
-40
-0.5% -$10.8K 0.19% 113
2024
Q4 		$2.38M Sell
8,830
-20
-0.2% -$5.42K 0.2% 107
2024
Q3 		$2.33M Hold
8,850
– – 0.19% 105
2024
Q2 		$2.21M Buy
8,850
+110
+1% +$26.4K 0.19% 109
2024
Q1 		$2.1M Hold
8,740
– – 0.19% 113
2023
Q4 		$1.91M Sell
8,740
-670
-7% -$137K 0.18% 115
2023
Q3 		$1.84M Hold
9,410
– – 0.17% 117
2023
Q2 		$1.91M Buy
9,410
+295
+3% +$56.5K 0.18% 119
2023
Q1 		$1.7M Sell
9,115
-5
-0.1% -$910 0.17% 117
2022
Q4 		$1.59M Buy
9,120
+360
+4% +$63.2K 0.17% 116
2022
Q3 		$1.43M Buy
8,760
+955
+12% +$174K 0.16% 120
2022
Q2 		$1.34M Buy
7,805
+290
+4% +$54.4K 0.14% 128
2022
Q1 		$1.57M Buy
7,515
+320
+4% +$65.7K 0.14% 132
2021
Q4 		$1.59M Buy
7,195
+160
+2% +$34.3K 0.13% 148
2021
Q3 		$1.41M Buy
7,035
+85
+1% +$17.6K 0.12% 152
2021
Q2 		$1.4M Buy
6,950
+60
+0.9% +$11.7K 0.12% 153
2021
Q1 		$1.35M Sell
6,890
-110
-2% -$19.9K 0.12% 153
2020
Q4 		$1.23M Sell
7,000
-30
-0.4% -$4.98K 0.12% 150
2020
Q3 		$1.1M Buy
+7,030
New +$1.08M 0.12% 149

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

YHB Investment Advisors's VV Position: Q2 2026 in Review

YHB Investment Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 1.4% in Q2 2026, selling an estimated $41.7K and leaving 8,846 shares worth $3.04M. The position accounts for 0.19% of the portfolio, ranked #103.

YHB Investment Advisors first reported a position in VV in Q3 2020 and has held it in 24 quarters since. 464 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • YHB Investment Advisors held 8,846 shares of Vanguard Large-Cap ETF worth $3.04M as of Q2 2026.
  • YHB Investment Advisors sold 125 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $41.7K.
  • Vanguard Large-Cap ETF made up 0.19% of YHB Investment Advisors's portfolio in Q2 2026, its #103 holding.
  • YHB Investment Advisors first reported a position in Vanguard Large-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • 464 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.