Ritter Daniher Financial Advisory’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Ritter Daniher Financial Advisory’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	$126K	Hold	367	–	–	0.02%	204
2026 Q1	$110K	Hold	367	–	–	0.02%	212
2025 Q4	$116K	Hold	367	–	–	0.02%	209
2025 Q3	$113K	Hold	367	–	–	0.02%	187
2025 Q2	$105K	Hold	367	–	–	0.03%	123
2025 Q1	$94.3K	Hold	367	–	–	0.03%	116
2024 Q4	$99K	Hold	367	–	–	0.03%	116
2024 Q3	$96.6K	Hold	367	–	–	0.03%	115
2024 Q2	$91.6K	Buy	+367	New	+$88.2K	0.03%	114

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

Ritter Daniher Financial Advisory's VV Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 367 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #204.

Ritter Daniher Financial Advisory 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.

Ritter Daniher Financial Advisory held 367 shares of Vanguard Morningstar Large-Cap ETF worth $126K as of Q2 2026.
Ritter Daniher Financial Advisory left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #204 holding.
Ritter Daniher Financial Advisory 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 Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.