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Richards, Merrill & Peterson’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Richards, Merrill & Peterson’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 		$75.7K Sell
220
-130
-37% -$43.4K 0.02% 232
2026
Q1 		$105K Sell
350
-47
-12% -$14.7K 0.04% 208
2025
Q4 		$125K Hold
397
– – 0.05% 186
2025
Q3 		$122K Buy
+397
New +$118K 0.05% 174

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Richards, Merrill & Peterson's VV Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 37% in Q2 2026, selling an estimated $43.4K and leaving 220 shares worth $75.7K. The position accounts for 0.02% of the portfolio, ranked #232.

Richards, Merrill & Peterson first reported a position in VV in Q3 2025 and has held it in 4 quarters since. The position peaked at $125K in Q4 2025. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Richards, Merrill & Peterson held 220 shares of Vanguard Morningstar Large-Cap ETF worth $75.7K as of Q2 2026.
  • Richards, Merrill & Peterson sold 130 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $43.4K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #232 holding.
  • Richards, Merrill & Peterson first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Richards, Merrill & Peterson's Vanguard Morningstar Large-Cap ETF position peaked at $125K in Q4 2025.
  • 695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.