Retirement Income Solutions’s Vanguard Large-Cap ETF VV Stock Holding History

Retirement Income Solutions’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 Q1	$251K	Hold	839	–	–	0.04%	147
2025 Q4	$264K	Hold	839	–	–	0.04%	140
2025 Q3	$258K	Hold	839	–	–	0.04%	139
2025 Q2	$239K	Hold	839	–	–	0.04%	135
2025 Q1	$216K	Hold	839	–	–	0.05%	133
2024 Q4	$226K	Hold	839	–	–	0.05%	132
2024 Q3	$221K	Hold	839	–	–	0.05%	135
2024 Q2	$209K	Sell	839 -2,457	-75%	-$590K	0.05%	135
2024 Q1	$790K	Hold	3,296	–	–	0.18%	58
2023 Q4	$719K	Hold	3,296	–	–	0.18%	58
2023 Q3	$645K	Hold	3,296	–	–	0.18%	59
2023 Q2	$668K	Hold	3,296	–	–	0.18%	62
2023 Q1	$616K	Buy	3,296 +346	+12%	+$63K	0.18%	61
2022 Q4	$514K	Buy	2,950 +1,372	+87%	+$241K	0.16%	68
2022 Q3	$262K	Hold	1,578	–	–	0.09%	92
2022 Q2	$272K	Buy	+1,578	New	+$296K	0.1%	88

Other funds holding VV

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management

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

Bank of America

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

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group

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