Riverwater Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Riverwater Partners’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 Q1	$298K	Sell	997 -12	-1%	-$3.75K	0.1%	172
2025 Q4	$318K	Sell	1,009 -65	-6%	-$20.3K	0.12%	169
2025 Q3	$331K	Sell	1,074 -6	-0.6%	-$1.78K	0.14%	170
2025 Q2	$308K	Hold	1,080	–	–	0.15%	166
2025 Q1	$278K	Sell	1,080 -50	-4%	-$13.5K	0.14%	169
2024 Q4	$305K	Hold	1,130	–	–	0.15%	166
2024 Q3	$295K	Buy	+1,130	New	+$287K	0.15%	167

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Riverwater Partners's VV Position: Q1 2026 in Review

Riverwater Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.2% in Q1 2026, selling an estimated $3.75K and leaving 997 shares worth $298K. The position accounts for 0.1% of the portfolio, ranked #172.

Riverwater Partners first reported a position in VV in Q3 2024 and has held it in 7 quarters since. The position peaked at $331K in Q3 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Riverwater Partners held 997 shares of Vanguard Morningstar Large-Cap ETF worth $298K as of Q1 2026.
Riverwater Partners sold 12 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $3.75K.
Vanguard Morningstar Large-Cap ETF made up 0.1% of Riverwater Partners's portfolio in Q1 2026, its #172 holding.
Riverwater Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 7 quarters since.
Riverwater Partners's Vanguard Morningstar Large-Cap ETF position peaked at $331K in Q3 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.