Rialto Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Rialto Wealth Management’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	$452K	Buy	1,315 +3	+0.2%	+$1K	0.09%	115
2026 Q1	$392K	Hold	1,312	–	–	0.09%	113
2025 Q4	$413K	Sell	1,312 -96	-7%	-$30K	0.1%	107
2025 Q3	$433K	Sell	1,408 -13	-0.9%	-$3.85K	0.11%	99
2025 Q2	$405K	Hold	1,421	–	–	0.11%	105
2025 Q1	$365K	Hold	1,421	–	–	0.11%	109
2024 Q4	$383K	Buy	+1,421	New	+$385K	0.13%	104

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

Rialto Wealth Management's VV Position: Q2 2026 in Review

Rialto Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.23% in Q2 2026, buying an estimated $1K and bringing the position to 1,315 shares worth $452K. The position accounts for 0.09% of the portfolio, ranked #115.

Rialto Wealth Management first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,373 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Rialto Wealth Management held 1,315 shares of Vanguard Morningstar Large-Cap ETF worth $452K as of Q2 2026.
Rialto Wealth Management bought 3 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1K.
Vanguard Morningstar Large-Cap ETF made up 0.09% of Rialto Wealth Management's portfolio in Q2 2026, its #115 holding.
Rialto Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,373 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.