RiverFront Investment Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

RiverFront Investment Group’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	$207K	Buy	+601	New	+$200K	﹤0.01%	417
2020 Q1	–	Sell	-10,466	Closed	-$1.55M	–	64
2019 Q4	$1.55M	Sell	10,466 -684	-6%	-$96.8K	0.04%	59
2019 Q3	$1.52M	Sell	11,150 -287	-3%	-$39K	0.04%	60
2019 Q2	$1.54M	Sell	11,437 -376	-3%	-$49.7K	0.04%	56
2019 Q1	$1.53M	Sell	11,813 -18,599	-61%	-$2.32M	0.04%	58
2018 Q4	$3.49M	Sell	30,412 -1,036	-3%	-$128K	0.09%	62
2018 Q3	$4.2M	Sell	31,448 -2,047	-6%	-$268K	0.1%	56
2018 Q2	$4.18M	Buy	33,495 +71	+0.2%	+$8.82K	0.1%	55
2018 Q1	$4.05M	Buy	33,424 +502	+2%	+$63K	0.09%	53
2017 Q4	$4.04M	Buy	32,922 +424	+1%	+$50.7K	0.1%	48
2017 Q3	$3.75M	Sell	32,498 -5,305	-14%	-$601K	0.09%	49
2017 Q2	$4.2M	Buy	37,803 +373	+1%	+$41K	0.11%	47
2017 Q1	$4.05M	Sell	37,430 -895	-2%	-$95.4K	0.11%	48
2016 Q4	$3.92M	Sell	38,325 -12,167	-24%	-$1.22M	0.11%	46
2016 Q3	$5.01M	Buy	50,492 +552	+1%	+$54.7K	0.13%	46
2016 Q2	$4.79M	Sell	49,940 -3,384	-6%	-$321K	0.13%	48
2016 Q1	$5.01M	Sell	53,324 -1,083	-2%	-$96.6K	0.14%	49
2015 Q4	$5.09M	Sell	54,407 -349	-0.6%	-$32.9K	0.15%	50
2015 Q3	$4.82M	Sell	54,756 -89,111	-62%	-$8.32M	0.14%	45
2015 Q2	$13.6M	Sell	143,867 -81,439	-36%	-$7.89M	0.37%	42
2015 Q1	$21.4M	Sell	225,306 -45,767	-17%	-$4.35M	0.6%	34
2014 Q4	$25.6M	Sell	271,073 -160,401	-37%	-$14.8M	0.78%	34
2014 Q3	$39M	Buy	431,474 +44,467	+11%	+$4.04M	0.97%	30
2014 Q2	$34.8M	Sell	387,007 -267,252	-41%	-$23.3M	0.86%	32
2014 Q1	$56.3M	Buy	654,259 +14,832	+2%	+$1.25M	1.49%	20
2013 Q4	$54.2M	Buy	639,427 +7,214	+1%	+$587K	1.57%	17
2013 Q3	$48.9M	Sell	632,213 -55,494	-8%	-$4.27M	1.5%	17
2013 Q2	$50.5M	Buy	+687,707	New	+$50.7M	1.7%	16

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

RiverFront Investment Group's VV Position: Q2 2026 in Review

RiverFront Investment Group opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 601 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #417 among its holdings. This is a return to the name: RiverFront Investment Group previously reported a position in VV as recently as Q4 2019.

RiverFront Investment Group first reported a position in VV in Q2 2013 and has held it in 28 quarters since. The position peaked at $56.3M in Q1 2014. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

RiverFront Investment Group held 601 shares of Vanguard Morningstar Large-Cap ETF worth $207K as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new RiverFront Investment Group position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of RiverFront Investment Group's portfolio in Q2 2026, its #417 holding.
RiverFront Investment Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 28 quarters since.
RiverFront Investment Group's Vanguard Morningstar Large-Cap ETF position peaked at $56.3M in Q1 2014.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.