Red Door Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Red Door 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	$1M	Buy	2,908 +6	+0.2%	+$2K	0.09%	120
2026 Q1	$867K	Sell	2,902 -166	-5%	-$51.9K	0.09%	116
2025 Q4	$966K	Buy	3,068 +12	+0.4%	+$3.75K	0.1%	103
2025 Q3	$941K	Buy	3,056 +5	+0.2%	+$1.48K	0.1%	104
2025 Q2	$870K	Sell	3,051 -155	-5%	-$40.8K	0.1%	112
2025 Q1	$824K	Sell	3,206 -69	-2%	-$18.7K	0.12%	100
2024 Q4	$883K	Buy	3,275 +114	+4%	+$30.9K	0.14%	100
2024 Q3	$832K	Sell	3,161 -32	-1%	-$8.12K	0.14%	94
2024 Q2	$797K	Hold	3,193	–	–	0.14%	93
2024 Q1	$766K	Buy	3,193 +147	+5%	+$33.6K	0.15%	95
2023 Q4	$665K	Sell	3,046 -402	-12%	-$82.2K	0.14%	98
2023 Q3	$675K	Sell	3,448 -39	-1%	-$7.94K	0.17%	85
2023 Q2	$707K	Sell	3,487 -1,036	-23%	-$199K	0.16%	102
2023 Q1	$845K	Buy	4,523 +10	+0.2%	+$1.82K	0.27%	71
2022 Q4	$786K	Buy	4,513 +13	+0.3%	+$2.28K	0.26%	76
2022 Q3	$736K	Sell	4,500 -22	-0.5%	-$4K	0.28%	72
2022 Q2	$779K	Buy	4,522 +776	+21%	+$146K	0.29%	70
2022 Q1	$781K	Sell	3,746 -666	-15%	-$137K	0.26%	69
2021 Q4	$975K	Buy	4,412 +347	+9%	+$74.4K	0.32%	69
2021 Q3	$817K	Buy	4,065 +70	+2%	+$14.5K	0.31%	68
2021 Q2	$802K	Buy	3,995 +719	+22%	+$140K	0.31%	65
2021 Q1	$608K	Buy	3,276 +587	+22%	+$106K	0.31%	71
2020 Q4	$473K	Sell	2,689 -69	-3%	-$11.5K	0.28%	74
2020 Q3	$433K	Buy	2,758 +6	+0.2%	+$925	0.32%	73
2020 Q2	$393K	Buy	2,752 +8	+0.3%	+$1.08K	0.29%	74
2020 Q1	$325K	Sell	2,744 -1	-0%	-$140	0.31%	70
2019 Q4	$413K	Buy	+2,745	New	+$388K	0.37%	64

Other funds holding VV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

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

Red Door Wealth Management's VV Position: Q2 2026 in Review

Red Door Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.21% in Q2 2026, buying an estimated $2K and bringing the position to 2,908 shares worth $1M. The position accounts for 0.09% of the portfolio, ranked #120.

Red Door Wealth Management first reported a position in VV in Q4 2019 and has held it in 27 quarters since. 741 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Red Door Wealth Management held 2,908 shares of Vanguard Morningstar Large-Cap ETF worth $1M as of Q2 2026.
Red Door Wealth Management bought 6 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2K.
Vanguard Morningstar Large-Cap ETF made up 0.09% of Red Door Wealth Management's portfolio in Q2 2026, its #120 holding.
Red Door Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
741 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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