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 Q3	$5.92M	Buy	+16,819	New	+$5.89M	5.1%	2
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

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Retireful LLC's VV Position: Q3 2026 in Review

Retireful LLC opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q3 2026: 16,819 shares worth $5.92M. The stake represents 5.1% of the portfolio and ranks #2 among its holdings. This is a return to the name: Retireful LLC previously reported a position in VV as recently as Q1 2026.

Retireful LLC first reported a position in VV in Q2 2024 and has held it in 5 quarters since. The position peaked at $7.92M in Q2 2024. 458 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Retireful LLC held 16,819 shares of Vanguard Morningstar Large-Cap ETF worth $5.92M as of Q3 2026.
Vanguard Morningstar Large-Cap ETF was a new Retireful LLC position in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 5.1% of Retireful LLC's portfolio in Q3 2026, its #2 holding.
Retireful LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and has held it in 5 quarters since.
Retireful LLC's Vanguard Morningstar Large-Cap ETF position peaked at $7.92M in Q2 2024.
458 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Retireful LLC's 13F filing for Q3 2026, filed 9 Oct 2026.