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 Q2	$343K	Hold	997	–	–	0.1%	168
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 $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

Riverwater Partners's VV Position: Q2 2026 in Review

Riverwater Partners held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 997 shares worth $343K. The position accounts for 0.1% of the portfolio, ranked #168.

Riverwater Partners first reported a position in VV in Q3 2024 and has held it in 8 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Riverwater Partners held 997 shares of Vanguard Morningstar Large-Cap ETF worth $343K as of Q2 2026.
Riverwater Partners left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.1% of Riverwater Partners's portfolio in Q2 2026, its #168 holding.
Riverwater Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.