Resources Management Corp’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Resources Management Corp’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	–	Sell	-258	Closed	-$77K	–	377
2026 Q1	$77K	Buy	258 +48	+23%	+$15K	0.01%	241
2025 Q4	$66K	Hold	210	–	–	0.01%	249
2025 Q3	$65K	Hold	210	–	–	0.01%	247
2025 Q2	$60K	Hold	210	–	–	0.01%	266
2025 Q1	$54K	Hold	210	–	–	0.01%	278
2024 Q4	$57K	Hold	210	–	–	0.01%	279
2024 Q3	$55K	Hold	210	–	–	0.01%	288
2024 Q2	$52K	Hold	210	–	–	0.01%	286
2024 Q1	$50K	Hold	210	–	–	0.01%	289
2023 Q4	$46K	Hold	210	–	–	0.01%	293
2023 Q3	$41K	Hold	210	–	–	0.01%	301
2023 Q2	$43K	Sell	210 -3,127	-94%	-$599K	0.01%	299
2023 Q1	$419K	Buy	3,337 +3,127	+1,489%	+$569K	0.07%	169
2022 Q4	$37K	Hold	210	–	–	0.01%	313
2022 Q3	$34K	Hold	210	–	–	0.01%	325
2022 Q2	$36K	Hold	210	–	–	0.01%	322
2022 Q1	$44K	Hold	210	–	–	0.01%	322
2021 Q4	$46K	Hold	210	–	–	0.01%	333
2021 Q3	$42K	Hold	210	–	–	0.01%	327
2021 Q2	$42K	Hold	210	–	–	0.01%	340
2021 Q1	$39K	Hold	210	–	–	0.01%	338
2020 Q4	$37K	Hold	210	–	–	0.01%	332
2020 Q3	$33K	Hold	210	–	–	0.01%	318
2020 Q2	$30K	Hold	210	–	–	0.01%	323
2020 Q1	$25K	Hold	210	–	–	0.01%	328
2019 Q4	$31K	Hold	210	–	–	0.01%	321
2019 Q3	$29K	Buy	+210	New	+$28.5K	0.01%	341
2018 Q4	$24K	Hold	210	–	–	0.01%	343
2018 Q3	$28K	Buy	+210	New	+$27.5K	0.01%	325

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Resources Management Corp's VV Position: Q2 2026 in Review

Resources Management Corp sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 258 shares — an estimated $77K sold.

Resources Management Corp first reported a position in VV in Q3 2018 and held it in 29 quarters. The position peaked at $419K in Q1 2023. 1,368 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Resources Management Corp reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
Resources Management Corp sold 258 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $77K.
Resources Management Corp first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2018 and held it in 29 quarters.
Resources Management Corp's Vanguard Morningstar Large-Cap ETF position peaked at $419K in Q1 2023.
1,368 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.