Retirement Capital Strategies’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Retirement Capital Strategies’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	$6.55M	Buy	+19,055	New	+$6.36M	2.28%	14
2025 Q2	–	Sell	-2,106	Closed	-$541K	–	85
2025 Q1	$541K	Buy	2,106 +87	+4%	+$23.6K	0.21%	54
2024 Q4	$545K	Sell	2,019 -134	-6%	-$36.3K	0.21%	52
2024 Q3	$567K	Buy	2,153 +20	+0.9%	+$5.07K	0.22%	47
2024 Q2	$532K	Buy	2,133 +1,169	+121%	+$281K	0.21%	48
2024 Q1	$231K	Sell	964 -5,924	-86%	-$1.36M	0.09%	62
2023 Q4	$1.5M	Buy	6,888 +803	+13%	+$164K	0.65%	31
2023 Q3	$1.19M	Buy	6,085 +299	+5%	+$60.9K	0.56%	28
2023 Q2	$1.17M	Buy	+5,786	New	+$1.11M	0.54%	31

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

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

Retirement Capital Strategies's VV Position: Q2 2026 in Review

Retirement Capital Strategies opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 19,055 shares worth $6.55M. The stake represents 2.28% of the portfolio and ranks #14 among its holdings. This is a return to the name: Retirement Capital Strategies previously reported a position in VV as recently as Q1 2025.

Retirement Capital Strategies first reported a position in VV in Q2 2023 and has held it in 9 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Retirement Capital Strategies held 19,055 shares of Vanguard Morningstar Large-Cap ETF worth $6.55M as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new Retirement Capital Strategies position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 2.28% of Retirement Capital Strategies's portfolio in Q2 2026, its #14 holding.
Retirement Capital Strategies first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2023 and has held it in 9 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.