Retirement Income Solutions’s Vanguard Morningstar 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 Q2	$251K	Hold	839	–	–	0.04%	146
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 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

Retirement Income Solutions's VV Position: Q2 2026 in Review

Retirement Income Solutions held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 839 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #146.

Retirement Income Solutions first reported a position in VV in Q2 2022 and has held it in 17 quarters since. The position peaked at $790K in Q1 2024. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Retirement Income Solutions held 839 shares of Vanguard Morningstar Large-Cap ETF worth $251K as of Q2 2026.
Retirement Income Solutions left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.04% of Retirement Income Solutions's portfolio in Q2 2026, its #146 holding.
Retirement Income Solutions first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and has held it in 17 quarters since.
Retirement Income Solutions's Vanguard Morningstar Large-Cap ETF position peaked at $790K in Q1 2024.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.