Royal Capital Wealth Management’s Vanguard Morningstar 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 Q2	$285K	Buy	830 +3	+0.4%	+$1K	0.16%	77
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 $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

Royal Capital Wealth Management's VV Position: Q2 2026 in Review

Royal Capital Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.36% in Q2 2026, buying an estimated $1K and bringing the position to 830 shares worth $285K. The position accounts for 0.16% of the portfolio, ranked #77.

Royal Capital Wealth Management first reported a position in VV in Q2 2024 and has held it in 9 quarters since. 1,375 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Royal Capital Wealth Management held 830 shares of Vanguard Morningstar Large-Cap ETF worth $285K as of Q2 2026.
Royal Capital Wealth Management bought 3 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1K.
Vanguard Morningstar Large-Cap ETF made up 0.16% of Royal Capital Wealth Management's portfolio in Q2 2026, its #77 holding.
Royal Capital Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,375 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Royal Capital Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.