RCS Financial Planning’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

RCS Financial Planning’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	$956K	Hold	2,781	–	–	0.45%	39
2026 Q1	$831K	Sell	2,781 -246	-8%	-$77K	0.43%	43
2025 Q4	$953K	Hold	3,027	–	–	0.41%	46
2025 Q3	$934K	Sell	3,027 -119	-4%	-$35.2K	0.41%	44
2025 Q2	$900K	Sell	3,146 -34	-1%	-$8.96K	0.45%	40
2025 Q1	$817K	Buy	3,180 +399	+14%	+$108K	0.43%	39
2024 Q4	$750K	Sell	2,781 -229	-8%	-$62.1K	0.4%	40
2024 Q3	$795K	Hold	3,010	–	–	0.44%	34
2024 Q2	$754K	Hold	3,010	–	–	0.44%	37
2024 Q1	$722K	Hold	3,010	–	–	0.44%	39
2023 Q4	$657K	Hold	3,010	–	–	0.43%	38
2023 Q3	$589K	Hold	3,010	–	–	0.45%	39
2023 Q2	$610K	Hold	3,010	–	–	0.5%	35
2023 Q1	$562K	Hold	3,010	–	–	0.5%	37
2022 Q4	$524K	Buy	+3,010	New	+$528K	0.51%	33

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RCS Financial Planning's VV Position: Q2 2026 in Review

RCS Financial Planning held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 2,781 shares worth $956K. The position accounts for 0.45% of the portfolio, ranked #39.

RCS Financial Planning first reported a position in VV in Q4 2022 and has held it in 15 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

RCS Financial Planning held 2,781 shares of Vanguard Morningstar Large-Cap ETF worth $956K as of Q2 2026.
RCS Financial Planning left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.45% of RCS Financial Planning's portfolio in Q2 2026, its #39 holding.
RCS Financial Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.