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 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

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

Ritholtz Wealth Management's VV Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 15% in Q2 2026, buying an estimated $833K and bringing the position to 18,854 shares worth $6.48M. The position accounts for 0.1% of the portfolio, ranked #128.

Ritholtz Wealth Management first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Ritholtz Wealth Management held 18,854 shares of Vanguard Morningstar Large-Cap ETF worth $6.48M as of Q2 2026.
Ritholtz Wealth Management bought 2,498 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $833K.
Vanguard Morningstar Large-Cap ETF made up 0.1% of Ritholtz Wealth Management's portfolio in Q2 2026, its #128 holding.
Ritholtz Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.