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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
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 $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rehmann Capital Advisory Group's VV Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.16% in Q1 2026, selling an estimated $7.82K and leaving 16,039 shares worth $4.81M. The position accounts for 0.25% of the portfolio, ranked #71.

Rehmann Capital Advisory Group first reported a position in VV in Q1 2019 and has held it in 17 quarters since. The position peaked at $5.06M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Rehmann Capital Advisory Group held 16,039 shares of Vanguard Morningstar Large-Cap ETF worth $4.81M as of Q1 2026.
  • Rehmann Capital Advisory Group sold 25 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $7.82K.
  • Vanguard Morningstar Large-Cap ETF made up 0.25% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #71 holding.
  • Rehmann Capital Advisory Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2019 and has held it in 17 quarters since.
  • Rehmann Capital Advisory Group's Vanguard Morningstar Large-Cap ETF position peaked at $5.06M in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.