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

Redwood 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 		$488K Sell
1,418
-68
-5% -$22.7K 0.27% 101
2026
Q1 		$444K Sell
1,486
-46
-3% -$14.4K 0.29% 98
2025
Q4 		$482K Sell
1,532
-300
-16% -$93.7K 0.31% 95
2025
Q3 		$564K Sell
1,832
-57
-3% -$16.9K 0.36% 85
2025
Q2 		$539K Sell
1,889
-205
-10% -$54K 0.36% 83
2025
Q1 		$538K Sell
2,094
-57
-3% -$15.4K 0.41% 75
2024
Q4 		$580K Hold
2,151
– – 0.43% 71
2024
Q3 		$566K Buy
2,151
+6
+0.3% +$1.52K 0.44% 69
2024
Q2 		$535K Sell
2,145
-220
-9% -$52.8K 0.45% 73
2024
Q1 		$567K Sell
2,365
-112
-5% -$25.6K 0.49% 62
2023
Q4 		$540K Sell
2,477
-50
-2% -$10.2K 0.52% 63
2023
Q3 		$494K Sell
2,527
-1,682
-40% -$343K 0.52% 66
2023
Q2 		$853K Sell
4,209
-134
-3% -$25.7K 0.8% 38
2023
Q1 		$811K Sell
4,343
-792
-15% -$144K 0.83% 36
2022
Q4 		$894K Sell
5,135
-1,043
-17% -$183K 1.02% 25
2022
Q3 		$1.01M Buy
6,178
+49
+0.8% +$8.91K 1.15% 24
2022
Q2 		$1.06M Buy
6,129
+9
+0.1% +$1.69K 1.15% 25
2022
Q1 		$1.28M Buy
+6,120
New +$1.26M 1.18% 22

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

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

Redwood Financial Network reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.6% in Q2 2026, selling an estimated $22.7K and leaving 1,418 shares worth $488K. The position accounts for 0.27% of the portfolio, ranked #101.

Redwood Financial Network first reported a position in VV in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.28M in Q1 2022. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Redwood Financial Network held 1,418 shares of Vanguard Morningstar Large-Cap ETF worth $488K as of Q2 2026.
  • Redwood Financial Network sold 68 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $22.7K.
  • Vanguard Morningstar Large-Cap ETF made up 0.27% of Redwood Financial Network's portfolio in Q2 2026, its #101 holding.
  • Redwood Financial Network first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Redwood Financial Network's Vanguard Morningstar Large-Cap ETF position peaked at $1.28M in Q1 2022.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.