RPC
VV icon

Rossmore Private Capital’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Rossmore Private Capital’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 		$160K Buy
464
+1
+0.2% +$334 0.01% 310
2026
Q1 		$138K Hold
463
– – 0.01% 295
2025
Q4 		$146K Buy
463
+2
+0.4% +$625 0.01% 296
2025
Q3 		$142K Buy
+461
New +$137K 0.02% 270

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
JJBC
James J. Burns & Company Melville, New York $924M AUM 22.18% 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

Rossmore Private Capital's VV Position: Q2 2026 in Review

Rossmore Private Capital increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.22% in Q2 2026, buying an estimated $334 and bringing the position to 464 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #310.

Rossmore Private Capital first reported a position in VV in Q3 2025 and has held it in 4 quarters since. 881 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Rossmore Private Capital held 464 shares of Vanguard Morningstar Large-Cap ETF worth $160K as of Q2 2026.
  • Rossmore Private Capital bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Rossmore Private Capital's portfolio in Q2 2026, its #310 holding.
  • Rossmore Private Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 881 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.