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Red Wave Investments’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Red Wave Investments’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 		$7.51M Buy
21,827
+1,561
+8% +$521K 1.91% 14
2026
Q1 		$6.06M Sell
20,266
-1,591
-7% -$498K 1.81% 14
2025
Q4 		$6.88M Buy
21,857
+77
+0.4% +$24K 2.05% 12
2025
Q3 		$6.71M Sell
21,780
-45
-0.2% -$13.3K 2.06% 12
2025
Q2 		$6.23M Sell
21,825
-181
-0.8% -$47.7K 2.05% 12
2025
Q1 		$5.66M Sell
22,006
-1,057
-5% -$286K 2.03% 12
2024
Q4 		$6.22M Sell
23,063
-469
-2% -$127K 2.18% 10
2024
Q3 		$6.2M Sell
23,532
-801
-3% -$203K 2.16% 11
2024
Q2 		$6.07M Buy
24,333
+232
+1% +$55.7K 2.24% 10
2024
Q1 		$5.78M Sell
24,101
-1,204
-5% -$275K 2.17% 12
2023
Q4 		$5.52M Sell
25,305
-34
-0.1% -$6.95K 2.17% 13
2023
Q3 		$4.96M Buy
25,339
+232
+0.9% +$47.2K 2.12% 15
2023
Q2 		$5.09M Buy
25,107
+854
+4% +$164K 2.06% 17
2023
Q1 		$4.53M Sell
24,253
-2,515
-9% -$458K 1.88% 19
2022
Q4 		$4.66M Buy
26,768
+3,061
+13% +$537K 1.97% 20
2022
Q3 		$3.88M Sell
23,707
-71
-0.3% -$12.9K 1.68% 22
2022
Q2 		$4.1M Buy
23,778
+1,483
+7% +$278K 1.68% 21
2022
Q1 		$4.65M Sell
22,295
-77
-0.3% -$15.8K 1.64% 21
2021
Q4 		$4.95M Buy
22,372
+2,523
+13% +$541K 1.69% 21
2021
Q3 		$3.99M Buy
19,849
+823
+4% +$170K 1.44% 22
2021
Q2 		$3.82M Buy
19,026
+2,427
+15% +$474K 1.42% 22
2021
Q1 		$3.08M Buy
16,599
+3,106
+23% +$563K 1.27% 23
2020
Q4 		$2.37M Buy
+13,493
New +$2.24M 1.06% 25

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

Red Wave Investments's VV Position: Q2 2026 in Review

Red Wave Investments increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 7.7% in Q2 2026, buying an estimated $521K and bringing the position to 21,827 shares worth $7.51M. The position accounts for 1.91% of the portfolio, ranked #14.

Red Wave Investments first reported a position in VV in Q4 2020 and has held it in 23 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Red Wave Investments held 21,827 shares of Vanguard Morningstar Large-Cap ETF worth $7.51M as of Q2 2026.
  • Red Wave Investments bought 1,561 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $521K.
  • Vanguard Morningstar Large-Cap ETF made up 1.91% of Red Wave Investments's portfolio in Q2 2026, its #14 holding.
  • Red Wave Investments first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Red Wave Investments's 13F filing for Q2 2026, filed 6 Aug 2026.