Retireful LLC’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Retireful LLC’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	-7,027	Closed	-$2.1M	–	117
2026 Q1	$2.1M	Buy	+7,027	New	+$2.2M	2.96%	7
2025 Q4	–	Sell	-7,284	Closed	-$2.24M	–	139
2025 Q3	$2.24M	Buy	+7,284	New	+$2.16M	2.17%	7
2024 Q4	–	Sell	-15,203	Closed	-$4M	–	154
2024 Q3	$4M	Sell	15,203 -16,545	-52%	-$4.2M	2.96%	11
2024 Q2	$7.92M	Buy	+31,748	New	+$7.63M	3.73%	3

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

Retireful LLC's VV Position: Q2 2026 in Review

Retireful LLC sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 7,027 shares — an estimated $2.1M sold.

Retireful LLC first reported a position in VV in Q2 2024 and held it in 4 quarters. The position peaked at $7.92M in Q2 2024. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Retireful LLC reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
Retireful LLC sold 7,027 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2.1M.
Retireful LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and held it in 4 quarters.
Retireful LLC's Vanguard Morningstar Large-Cap ETF position peaked at $7.92M in Q2 2024.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Retireful LLC's 13F filing for Q2 2026, filed 22 Jul 2026.