River Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

River Wealth Advisors’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	$212K	Buy	+618	New	+$206K	0.02%	212
2019 Q1	–	Sell	-618	Closed	-$71K	–	500
2018 Q4	$71K	Hold	618	–	–	0.03%	210
2018 Q3	$82K	Sell	618 -128	-17%	-$16.8K	0.03%	222
2018 Q2	$93K	Buy	+746	New	+$92.7K	0.04%	209

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

River Wealth Advisors's VV Position: Q2 2026 in Review

River Wealth Advisors opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 618 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #212 among its holdings. This is a return to the name: River Wealth Advisors previously reported a position in VV as recently as Q4 2018.

River Wealth Advisors first reported a position in VV in Q2 2018 and has held it in 4 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

River Wealth Advisors held 618 shares of Vanguard Morningstar Large-Cap ETF worth $212K as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new River Wealth Advisors position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.02% of River Wealth Advisors's portfolio in Q2 2026, its #212 holding.
River Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2018 and has held it in 4 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.