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

Ritholtz 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
Q3 		$6.64M Buy
18,885
+31
+0.2% +$10.9K 0.1% 146
2026
Q2 		$6.48M Buy
18,854
+2,498
+15% +$833K 0.1% 128
2026
Q1 		$4.89M Buy
16,356
+2
+0% +$626 0.08% 168
2025
Q4 		$5.15M Sell
16,354
-54
-0.3% -$16.9K 0.09% 142
2025
Q3 		$5.05M Sell
16,408
-1,617
-9% -$479K 0.1% 127
2025
Q2 		$5.14M Buy
18,025
+2,222
+14% +$585K 0.11% 107
2025
Q1 		$4.06M Sell
15,803
-1,942
-11% -$526K 0.12% 118
2024
Q4 		$4.79M Sell
17,745
-930
-5% -$252K 0.14% 88
2024
Q3 		$4.92M Sell
18,675
-4,842
-21% -$1.23M 0.15% 83
2024
Q2 		$5.87M Buy
23,517
+1,920
+9% +$461K 0.19% 63
2024
Q1 		$5.18M Buy
21,597
+10,852
+101% +$2.48M 0.18% 70
2023
Q4 		$2.34M Buy
+10,745
New +$2.2M 0.09% 139

Other funds holding VV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Ritholtz Wealth Management's VV Position: Q3 2026 in Review

Ritholtz Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.16% in Q3 2026, buying an estimated $10.9K and bringing the position to 18,885 shares worth $6.64M. The position accounts for 0.1% of the portfolio, ranked #146.

Ritholtz Wealth Management first reported a position in VV in Q4 2023 and has held it in 12 quarters since. 1,025 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Ritholtz Wealth Management held 18,885 shares of Vanguard Morningstar Large-Cap ETF worth $6.64M as of Q3 2026.
  • Ritholtz Wealth Management bought 31 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $10.9K.
  • Vanguard Morningstar Large-Cap ETF made up 0.1% of Ritholtz Wealth Management's portfolio in Q3 2026, its #146 holding.
  • Ritholtz Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,025 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.