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Rockwood Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Rockwood Wealth 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 		$898K Hold
2,610
– – 0.06% 51
2026
Q1 		$780K Hold
2,610
– – 0.06% 53
2025
Q4 		$822K Sell
2,610
-80
-3% -$25K 0.06% 51
2025
Q3 		$828K Hold
2,690
– – 0.07% 47
2025
Q2 		$768K Hold
2,690
– – 0.07% 49
2025
Q1 		$692K Hold
2,690
– – 0.07% 44
2024
Q4 		$728K Sell
2,690
-96
-3% -$26K 0.08% 41
2024
Q3 		$734K Buy
2,786
+451
+19% +$114K 0.08% 41
2024
Q2 		$583K Hold
2,335
– – 0.07% 46
2024
Q1 		$560K Hold
2,335
– – 0.07% 47
2023
Q4 		$509K Hold
2,335
– – 0.07% 48
2023
Q3 		$457K Sell
2,335
-118
-5% -$24K 0.08% 42
2023
Q2 		$497K Buy
2,453
+118
+5% +$22.6K 0.09% 46
2023
Q1 		$436K Sell
2,335
-153
-6% -$27.9K 0.09% 44
2022
Q4 		$433K Buy
2,488
+50
+2% +$8.77K 0.1% 45
2022
Q3 		$399K Hold
2,438
– – 0.13% 44
2022
Q2 		$420K Sell
2,438
-318
-12% -$59.7K 0.2% 39
2022
Q1 		$575K Sell
2,756
-31
-1% -$6.37K 0.28% 36
2021
Q4 		$616K Buy
+2,787
New +$598K 0.27% 40

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockwood Wealth Management's VV Position: Q2 2026 in Review

Rockwood Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 2,610 shares worth $898K. The position accounts for 0.06% of the portfolio, ranked #51.

Rockwood Wealth Management first reported a position in VV in Q4 2021 and has held it in 19 quarters since. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Rockwood Wealth Management held 2,610 shares of Vanguard Morningstar Large-Cap ETF worth $898K as of Q2 2026.
  • Rockwood Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.06% of Rockwood Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Rockwood Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.