Rice Partnership’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Rice Partnership’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	$76.7K	Hold	223	–	–	0.01%	143
2026 Q1	$66.6K	Hold	223	–	–	0.01%	142
2025 Q4	$70.2K	Hold	223	–	–	0.01%	138
2025 Q3	$68.7K	Hold	223	–	–	0.01%	140
2025 Q2	$63.6K	Hold	223	–	–	0.01%	131
2025 Q1	$57.3K	Hold	223	–	–	0.01%	118
2024 Q4	$60.1K	Hold	223	–	–	0.01%	125
2024 Q3	$58.7K	Hold	223	–	–	0.01%	127
2024 Q2	$55.7K	Buy	+223	New	+$53.6K	0.01%	119

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

Rice Partnership's VV Position: Q2 2026 in Review

Rice Partnership held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 223 shares worth $76.7K. The position accounts for 0.01% of the portfolio, ranked #143.

Rice Partnership first reported a position in VV in Q2 2024 and has held it in 9 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Rice Partnership held 223 shares of Vanguard Morningstar Large-Cap ETF worth $76.7K as of Q2 2026.
Rice Partnership left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Rice Partnership's portfolio in Q2 2026, its #143 holding.
Rice Partnership first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.