Rialto Wealth Management’s Vanguard 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 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 $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

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

JFGLC

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

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

Rialto Wealth Management's VV Position: Q1 2026 in Review

Rialto Wealth Management held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 1,312 shares worth $392K. The position accounts for 0.09% of the portfolio, ranked #113.

Rialto Wealth Management first reported a position in VV in Q4 2024 and has held it in 6 quarters since. The position peaked at $433K in Q3 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Rialto Wealth Management held 1,312 shares of Vanguard Large-Cap ETF worth $392K as of Q1 2026.
Rialto Wealth Management left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Large-Cap ETF made up 0.09% of Rialto Wealth Management's portfolio in Q1 2026, its #113 holding.
Rialto Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's Vanguard Large-Cap ETF position peaked at $433K in Q3 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.