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Rehmann Capital Advisory Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Rehmann Capital Advisory Group’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 		$5.89M Buy
17,112
+1,073
+7% +$358K 0.27% 68
2026
Q1 		$4.81M Sell
16,039
-25
-0.2% -$7.82K 0.25% 71
2025
Q4 		$5.06M Buy
16,064
+281
+2% +$87.7K 0.26% 66
2025
Q3 		$4.87M Buy
15,783
+575
+4% +$170K 0.27% 69
2025
Q2 		$4.34M Buy
15,208
+8,286
+120% +$2.18M 0.26% 71
2025
Q1 		$1.78M Buy
6,922
+2,793
+68% +$757K 0.11% 137
2024
Q4 		$1.11M Sell
4,129
-32
-0.8% -$8.67K 0.07% 201
2024
Q3 		$1.1M Buy
4,161
+10
+0.2% +$2.54K 0.07% 201
2024
Q2 		$1.04M Sell
4,151
-92
-2% -$22.1K 0.07% 198
2024
Q1 		$1.02M Sell
4,243
-160
-4% -$36.6K 0.08% 200
2023
Q4 		$961K Sell
4,403
-7
-0.2% -$1.43K 0.08% 195
2023
Q3 		$863K Sell
4,410
-59
-1% -$12K 0.08% 193
2023
Q2 		$906K Buy
4,469
+816
+22% +$156K 0.08% 199
2023
Q1 		$682K Buy
3,653
+59
+2% +$10.7K 0.06% 253
2022
Q4 		$626K Buy
3,594
+480
+15% +$84.2K 0.06% 264
2022
Q3 		$509K Buy
+3,114
New +$566K 0.06% 282
2019
Q3 		– Sell
-135
Closed -$18.2K – 2141
2019
Q2 		$18.2K Hold
135
– – ﹤0.01% 1171
2019
Q1 		$17.5K Buy
+135
New +$16.9K ﹤0.01% 1160

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

Rehmann Capital Advisory Group's VV Position: Q2 2026 in Review

Rehmann Capital Advisory Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.7% in Q2 2026, buying an estimated $358K and bringing the position to 17,112 shares worth $5.89M. The position accounts for 0.27% of the portfolio, ranked #68.

Rehmann Capital Advisory Group first reported a position in VV in Q1 2019 and has held it in 18 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Rehmann Capital Advisory Group held 17,112 shares of Vanguard Morningstar Large-Cap ETF worth $5.89M as of Q2 2026.
  • Rehmann Capital Advisory Group bought 1,073 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $358K.
  • Vanguard Morningstar Large-Cap ETF made up 0.27% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #68 holding.
  • Rehmann Capital Advisory Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2019 and has held it in 18 quarters since.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.