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Riversedge Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Riversedge 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 		$50.6M Sell
147,058
-535
-0.4% -$178K 6.66% 3
2026
Q1 		$44.1M Sell
147,593
-116,366
-44% -$36.4M 7.14% 3
2025
Q4 		$83.1M Buy
263,959
+32,488
+14% +$10.1M 13.51% 1
2025
Q3 		$71.3M Buy
231,471
+13,779
+6% +$4.08M 11.94% 1
2025
Q2 		$62.1M Buy
217,692
+106,011
+95% +$27.9M 12.15% 1
2025
Q1 		$28.7M Buy
111,681
+110,388
+8,537% +$29.9M 6.4% 4
2024
Q4 		$349K Buy
1,293
+5
+0.4% +$1.35K 0.08% 71
2024
Q3 		$339K Buy
1,288
+3
+0.2% +$761 0.08% 66
2024
Q2 		$321K Hold
1,285
– – 0.08% 67
2024
Q1 		$308K Buy
1,285
+16
+1% +$3.66K 0.08% 66
2023
Q4 		$277K Buy
1,269
+4
+0.3% +$818 0.08% 65
2023
Q3 		$248K Buy
1,265
+4
+0.3% +$815 0.07% 65
2023
Q2 		$256K Buy
1,261
+5
+0.4% +$958 0.07% 66
2023
Q1 		$235K Buy
+1,256
New +$229K 0.07% 68

Other funds holding VV

MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Riversedge Advisors's VV Position: Q2 2026 in Review

Riversedge Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 0.36% in Q2 2026, selling an estimated $178K and leaving 147,058 shares worth $50.6M. The position accounts for 6.66% of the portfolio, ranked #3.

Riversedge Advisors first reported a position in VV in Q1 2023 and has held it in 14 quarters since. The position peaked at $83.1M in Q4 2025. 246 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Riversedge Advisors held 147,058 shares of Vanguard Large-Cap ETF worth $50.6M as of Q2 2026.
  • Riversedge Advisors sold 535 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $178K.
  • Vanguard Large-Cap ETF made up 6.66% of Riversedge Advisors's portfolio in Q2 2026, its #3 holding.
  • Riversedge Advisors first reported a position in Vanguard Large-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Riversedge Advisors's Vanguard Large-Cap ETF position peaked at $83.1M in Q4 2025.
  • 246 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.