RWMH
VV icon

Riverpoint Wealth Management Holdings’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Riverpoint Wealth Management Holdings’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 		$17.6M Buy
51,059
+827
+2% +$276K 3.23% 9
2026
Q1 		$15M Sell
50,232
-118
-0.2% -$36.9K 3.19% 9
2025
Q4 		$15.9M Sell
50,350
-24
-0% -$7.5K 3.4% 9
2025
Q3 		$15.5M Sell
50,374
-200
-0.4% -$59.2K 3.41% 9
2025
Q2 		$14.4M Sell
50,574
-669
-1% -$176K 3.39% 9
2025
Q1 		$13.2M Buy
51,243
+4,632
+10% +$1.25M 3.4% 9
2024
Q4 		$12.6M Buy
46,611
+44
+0.1% +$11.9K 3.28% 9
2024
Q3 		$12.3M Buy
46,567
+106
+0.2% +$26.9K 3.14% 10
2024
Q2 		$11.6M Sell
46,461
-67
-0.1% -$16.1K 3.22% 9
2024
Q1 		$11.2M Buy
46,528
+106
+0.2% +$24.3K 3.1% 10
2023
Q4 		$10.1M Buy
46,422
+93
+0.2% +$19K 2.98% 11
2023
Q3 		$9.07M Buy
46,329
+70
+0.2% +$14.3K 2.99% 11
2023
Q2 		$9.38M Sell
46,259
-89
-0.2% -$17.1K 2.97% 11
2023
Q1 		$8.66M Buy
46,348
+17
+0% +$3.1K 2.99% 10
2022
Q4 		$8.07M Buy
46,331
+5,747
+14% +$1.01M 2.98% 10
2022
Q3 		$6.64M Sell
40,584
-88
-0.2% -$16K 2.82% 10
2022
Q2 		$7.01M Buy
40,672
+27
+0.1% +$5.07K 2.82% 10
2022
Q1 		$8.47M Sell
40,645
-222
-0.5% -$45.6K 2.93% 10
2021
Q4 		$9.03M Sell
40,867
-507
-1% -$109K 3.07% 10
2021
Q3 		$8.31M Buy
41,374
+18
+0% +$3.72K 2.92% 10
2021
Q2 		$8.3M Buy
41,356
+90
+0.2% +$17.6K 2.3% 10
2021
Q1 		$7.65M Sell
41,266
-36
-0.1% -$6.52K 2.31% 11
2020
Q4 		$7.26M Sell
41,302
-984
-2% -$163K 2.29% 12
2020
Q3 		$6.62M Buy
42,286
+63
+0.1% +$9.71K 2.4% 12
2020
Q2 		$6.04M Sell
42,223
-8,101
-16% -$1.1M 2.36% 13
2020
Q1 		$5.96M Buy
50,324
+5,210
+12% +$732K 2.91% 8
2019
Q4 		$6.67M Buy
45,114
+44
+0.1% +$6.22K 2.65% 10
2019
Q3 		$6.14M Buy
45,070
+170
+0.4% +$23.1K 2.72% 10
2019
Q2 		$6.05M Buy
44,900
+661
+1% +$87.4K 2.76% 10
2019
Q1 		$5.74M Sell
44,239
-467
-1% -$58.4K 2.77% 10
2018
Q4 		$5.13M Buy
44,706
+3,594
+9% +$445K 2.85% 10
2018
Q3 		$5.49M Sell
41,112
-313
-0.8% -$41K 2.8% 7
2018
Q2 		$5.17M Sell
41,425
-193
-0.5% -$24K 2.87% 7
2018
Q1 		$5.05M Buy
41,618
+1,753
+4% +$220K 3.05% 7
2017
Q4 		$4.89M Sell
39,865
-157
-0.4% -$18.8K 3.05% 7
2017
Q3 		$4.67M Sell
40,022
-110
-0.3% -$12.5K 3.07% 7
2017
Q2 		$4.47M Buy
40,132
+93
+0.2% +$10.2K 3.14% 8
2017
Q1 		$4.31M Sell
40,039
-494
-1% -$52.7K 3.26% 8
2016
Q4 		$4.21M Buy
+40,533
New +$4.06M 3.42% 8

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Riverpoint Wealth Management Holdings's VV Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.6% in Q2 2026, buying an estimated $276K and bringing the position to 51,059 shares worth $17.6M. The position accounts for 3.23% of the portfolio, ranked #9.

Riverpoint Wealth Management Holdings first reported a position in VV in Q4 2016 and has held it in 39 quarters since. 694 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Riverpoint Wealth Management Holdings held 51,059 shares of Vanguard Morningstar Large-Cap ETF worth $17.6M as of Q2 2026.
  • Riverpoint Wealth Management Holdings bought 827 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $276K.
  • Vanguard Morningstar Large-Cap ETF made up 3.23% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #9 holding.
  • Riverpoint Wealth Management Holdings first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • 694 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.