Ritholtz Wealth Management’s Vanguard 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 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

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

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

Ritholtz Wealth Management increased its Vanguard Large-Cap ETF (VV) stake by 0.01% in Q1 2026, buying an estimated $626 and bringing the position to 16,356 shares worth $4.89M. The position accounts for 0.08% of the portfolio, ranked #168.

Ritholtz Wealth Management first reported a position in VV in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.87M in Q2 2024. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Ritholtz Wealth Management held 16,356 shares of Vanguard Large-Cap ETF worth $4.89M as of Q1 2026.
Ritholtz Wealth Management bought 2 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $626.
Vanguard Large-Cap ETF made up 0.08% of Ritholtz Wealth Management's portfolio in Q1 2026, its #168 holding.
Ritholtz Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Ritholtz Wealth Management's Vanguard Large-Cap ETF position peaked at $5.87M in Q2 2024.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.