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RDA Financial Network’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

RDA Financial Network’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 		$873K Buy
2,538
+23
+0.9% +$7.67K 0.19% 111
2026
Q1 		$752K Sell
2,515
-53
-2% -$16.6K 0.19% 124
2025
Q4 		$808K Buy
2,568
+180
+8% +$56.2K 0.19% 111
2025
Q3 		$735K Buy
2,388
+247
+12% +$73.1K 0.18% 120
2025
Q2 		$611K Buy
2,141
+165
+8% +$43.5K 0.17% 130
2025
Q1 		$508K Buy
1,976
+500
+34% +$135K 0.15% 133
2024
Q4 		$398K Buy
1,476
+475
+47% +$129K 0.12% 158
2024
Q3 		$264K Sell
1,001
-200
-17% -$50.7K 0.08% 200
2024
Q2 		$300K Buy
1,201
+135
+13% +$32.4K 0.1% 183
2024
Q1 		$256K Buy
1,066
+60
+6% +$13.7K 0.09% 201
2023
Q4 		$219K Sell
1,006
-25
-2% -$5.11K 0.08% 214
2023
Q3 		$202K Sell
1,031
-455
-31% -$92.7K 0.09% 211
2023
Q2 		$301K Sell
1,486
-118
-7% -$22.6K 0.13% 167
2023
Q1 		$300K Hold
1,604
– – 0.14% 159
2022
Q4 		$279K Sell
1,604
-80
-5% -$14K 0.14% 157
2022
Q3 		$275K Hold
1,684
– – 0.15% 149
2022
Q2 		$290K Hold
1,684
– – 0.15% 152
2022
Q1 		$351K Sell
1,684
-20
-1% -$4.11K 0.15% 151
2021
Q4 		$377K Buy
1,704
+35
+2% +$7.51K 0.15% 149
2021
Q3 		$335K Buy
1,669
+160
+11% +$33.1K 0.15% 155
2021
Q2 		$303K Buy
+1,509
New +$295K 0.13% 168
2020
Q4 		– Sell
-1,304
Closed -$204K – 249
2020
Q3 		$204K Buy
+1,304
New +$201K 0.09% 205

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RDA Financial Network's VV Position: Q2 2026 in Review

RDA Financial Network increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.91% in Q2 2026, buying an estimated $7.67K and bringing the position to 2,538 shares worth $873K. The position accounts for 0.19% of the portfolio, ranked #111.

RDA Financial Network first reported a position in VV in Q3 2020 and has held it in 22 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • RDA Financial Network held 2,538 shares of Vanguard Morningstar Large-Cap ETF worth $873K as of Q2 2026.
  • RDA Financial Network bought 23 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $7.67K.
  • Vanguard Morningstar Large-Cap ETF made up 0.19% of RDA Financial Network's portfolio in Q2 2026, its #111 holding.
  • RDA Financial Network first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2020 and has held it in 22 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.