Royal Capital Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Royal Capital 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 Q1	$247K	Buy	827 +2	+0.2%	+$626	0.15%	83
2025 Q4	$260K	Buy	825 +5	+0.6%	+$1.56K	0.15%	81
2025 Q3	$253K	Buy	820 +2	+0.2%	+$592	0.15%	77
2025 Q2	$233K	Hold	818	–	–	0.16%	79
2025 Q1	$210K	Buy	818 +3	+0.4%	+$813	0.15%	82
2024 Q4	$220K	Buy	815 +5	+0.6%	+$1.35K	0.15%	77
2024 Q3	$213K	Buy	810 +3	+0.4%	+$761	0.15%	84
2024 Q2	$202K	Buy	+807	New	+$194K	0.15%	86

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

Royal Capital Wealth Management's VV Position: Q1 2026 in Review

Royal Capital Wealth Management increased its Vanguard Large-Cap ETF (VV) stake by 0.24% in Q1 2026, buying an estimated $626 and bringing the position to 827 shares worth $247K. The position accounts for 0.15% of the portfolio, ranked #83.

Royal Capital Wealth Management first reported a position in VV in Q2 2024 and has held it in 8 quarters since. The position peaked at $260K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Royal Capital Wealth Management held 827 shares of Vanguard Large-Cap ETF worth $247K as of Q1 2026.
Royal Capital Wealth Management bought 2 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $626.
Vanguard Large-Cap ETF made up 0.15% of Royal Capital Wealth Management's portfolio in Q1 2026, its #83 holding.
Royal Capital Wealth Management first reported a position in Vanguard Large-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Royal Capital Wealth Management's Vanguard Large-Cap ETF position peaked at $260K in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.