Retirement Capital Strategies’s Vanguard 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
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 $208B AUM 16.12% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Retirement Capital Strategies's VV Position: Q2 2025 in Review

Retirement Capital Strategies sold out of Vanguard Large-Cap ETF (VV) in Q2 2025, closing a stake of 2,106 shares — an estimated $541K sold.

Retirement Capital Strategies first reported a position in VV in Q2 2023 and held it in 8 quarters. The position peaked at $1.5M in Q4 2023. 1,226 funds tracked by Wall St. Rank hold VV as of Q2 2025.

Retirement Capital Strategies reported no remaining Vanguard Large-Cap ETF position as of Q2 2025 after selling out during the quarter.
Retirement Capital Strategies sold 2,106 Vanguard Large-Cap ETF shares in Q2 2025, an estimated $541K.
Retirement Capital Strategies first reported a position in Vanguard Large-Cap ETF in Q2 2023 and held it in 8 quarters.
Retirement Capital Strategies's Vanguard Large-Cap ETF position peaked at $1.5M in Q4 2023.
1,226 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2025.

Based on Retirement Capital Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.