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Rockbridge Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Rockbridge Investment Management’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 		$688K Hold
2,000
– – 0.06% 84
2026
Q1 		$598K Buy
2,000
+662
+49% +$207K 0.05% 84
2025
Q4 		$421K Sell
1,338
-328
-20% -$102K 0.04% 96
2025
Q3 		$513K Hold
1,666
– – 0.05% 88
2025
Q2 		$475K Buy
1,666
+27
+2% +$7.11K 0.05% 91
2025
Q1 		$421K Sell
1,639
-17
-1% -$4.61K 0.05% 93
2024
Q4 		$447K Buy
1,656
+15
+0.9% +$4.06K 0.06% 92
2024
Q3 		$432K Sell
1,641
-223
-12% -$56.6K 0.06% 89
2024
Q2 		$465K Hold
1,864
– – 0.07% 80
2024
Q1 		$447K Sell
1,864
-797
-30% -$182K 0.07% 80
2023
Q4 		$580K Hold
2,661
– – 0.09% 68
2023
Q3 		$521K Sell
2,661
-126
-5% -$25.7K 0.09% 69
2023
Q2 		$565K Buy
2,787
+13
+0.5% +$2.49K 0.1% 66
2023
Q1 		$518K Buy
2,774
+8
+0.3% +$1.46K 0.1% 67
2022
Q4 		$482K Buy
2,766
+10
+0.4% +$1.75K 0.1% 70
2022
Q3 		$451K Buy
2,756
+5
+0.2% +$909 0.11% 67
2022
Q2 		$474K Sell
2,751
-1,533
-36% -$288K 0.1% 63
2022
Q1 		$896K Sell
4,284
-111
-3% -$22.8K 0.14% 71
2021
Q4 		$971K Buy
4,395
+2,234
+103% +$479K 0.14% 70
2021
Q3 		$434K Buy
2,161
+1
+0% +$207 0.07% 106
2021
Q2 		$434K Sell
2,160
-53
-2% -$10.3K 0.07% 105
2021
Q1 		$410K Buy
2,213
+193
+10% +$35K 0.08% 103
2020
Q4 		$355K Buy
2,020
+2
+0.1% +$332 0.07% 109
2020
Q3 		$316K Sell
2,018
-339
-14% -$52.3K 0.07% 109
2020
Q2 		$337K Buy
+2,357
New +$319K 0.09% 95

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Rockbridge Investment Management's VV Position: Q2 2026 in Review

Rockbridge Investment Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 2,000 shares worth $688K. The position accounts for 0.06% of the portfolio, ranked #84.

Rockbridge Investment Management first reported a position in VV in Q2 2020 and has held it in 25 quarters since. The position peaked at $971K in Q4 2021. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Rockbridge Investment Management held 2,000 shares of Vanguard Morningstar Large-Cap ETF worth $688K as of Q2 2026.
  • Rockbridge Investment Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.06% of Rockbridge Investment Management's portfolio in Q2 2026, its #84 holding.
  • Rockbridge Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Rockbridge Investment Management's Vanguard Morningstar Large-Cap ETF position peaked at $971K in Q4 2021.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.