Riversedge Advisors
VV icon

Riversedge Advisors’s Vanguard Morningstar 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
Q3 		$846K Sell
2,405
-144,653
-98% -$50.6M 0.1% 84
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% +$1.36K 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

Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Financial Planning Navigators
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
Addis & Hill
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Koesten Hirschmann & Crabtree
Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return
Arbor Wealth Management (Arizona)
Arbor Wealth Management (Arizona) Tempe, Arizona $112M AUM 8% 1-Year Est. Return

Riversedge Advisors's VV Position: Q3 2026 in Review

Riversedge Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 98% in Q3 2026, selling an estimated $50.6M and leaving 2,405 shares worth $846K. The position accounts for 0.1% of the portfolio, ranked #84.

Riversedge Advisors first reported a position in VV in Q1 2023 and has held it in 15 quarters since. The position peaked at $83.1M in Q4 2025. 395 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Riversedge Advisors held 2,405 shares of Vanguard Morningstar Large-Cap ETF worth $846K as of Q3 2026.
  • Riversedge Advisors sold 144,653 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $50.6M.
  • Vanguard Morningstar Large-Cap ETF made up 0.1% of Riversedge Advisors's portfolio in Q3 2026, its #84 holding.
  • Riversedge Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 15 quarters since.
  • Riversedge Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $83.1M in Q4 2025.
  • 395 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.