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Royal Fund Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Royal Fund 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 		$4.08M Sell
11,862
-262
-2% -$87.4K 0.34% 101
2026
Q1 		$3.63M Buy
12,124
+448
+4% +$140K 0.34% 102
2025
Q4 		$3.68M Buy
11,676
+3,571
+44% +$1.12M 0.33% 93
2025
Q3 		$2.5M Sell
8,105
-1,801
-18% -$533K 0.3% 104
2025
Q2 		$2.83M Buy
9,906
+102
+1% +$26.9K 0.28% 114
2025
Q1 		$2.54M Buy
9,804
+284
+3% +$76.9K 0.28% 120
2024
Q4 		$2.59M Sell
9,520
-9,780
-51% -$2.65M 0.24% 120
2024
Q3 		$5.11M Buy
19,300
+10,022
+108% +$2.54M 0.3% 87
2024
Q2 		$2.33M Sell
9,278
-50,675
-85% -$12.2M 0.19% 116
2024
Q1 		$14.4M Buy
59,953
+96
+0.2% +$22K 1.41% 9
2023
Q4 		$13.1M Sell
59,857
-596
-1% -$122K 1.45% 10
2023
Q3 		$11.8M Buy
60,453
+808
+1% +$165K 1.6% 8
2023
Q2 		$12.1M Sell
59,645
-208
-0.3% -$39.9K 1.5% 10
2023
Q1 		$11.2M Sell
59,853
-3,787
-6% -$690K 1.6% 7
2022
Q4 		$11.1M Buy
63,640
+2,688
+4% +$472K 1.76% 7
2022
Q3 		$9.97M Sell
60,952
-9,705
-14% -$1.76M 1.81% 7
2022
Q2 		$12.2M Sell
70,657
-1,621
-2% -$304K 2.02% 7
2022
Q1 		$15.1M Buy
72,278
+10,732
+17% +$2.2M 2.18% 9
2021
Q4 		$13.6M Buy
61,546
+2,499
+4% +$536K 1.95% 10
2021
Q3 		$11.9M Buy
59,047
+286
+0.5% +$59.1K 1.73% 8
2021
Q2 		$11.8M Buy
58,761
+2,523
+4% +$492K 1.95% 7
2021
Q1 		$10.4M Buy
56,238
+2,871
+5% +$520K 1.91% 9
2020
Q4 		$9.38M Buy
53,367
+15,197
+40% +$2.52M 1.99% 10
2020
Q3 		$5.97M Buy
38,170
+33,432
+706% +$5.15M 1.53% 13
2020
Q2 		$677K Buy
+4,738
New +$641K 0.24% 83
2019
Q2 		– Sell
-71
Closed -$9K – 669
2019
Q1 		$9K Hold
71
– – ﹤0.01% 378
2018
Q4 		$8K Hold
71
– – ﹤0.01% 371
2018
Q3 		$9K Hold
71
– – ﹤0.01% 342
2018
Q2 		$8K Hold
71
– – ﹤0.01% 381
2018
Q1 		$8K Buy
+71
New +$8.91K ﹤0.01% 364

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

Royal Fund Management's VV Position: Q2 2026 in Review

Royal Fund Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.2% in Q2 2026, selling an estimated $87.4K and leaving 11,862 shares worth $4.08M. The position accounts for 0.34% of the portfolio, ranked #101.

Royal Fund Management first reported a position in VV in Q1 2018 and has held it in 30 quarters since. The position peaked at $15.1M in Q1 2022. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Royal Fund Management held 11,862 shares of Vanguard Morningstar Large-Cap ETF worth $4.08M as of Q2 2026.
  • Royal Fund Management sold 262 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $87.4K.
  • Vanguard Morningstar Large-Cap ETF made up 0.34% of Royal Fund Management's portfolio in Q2 2026, its #101 holding.
  • Royal Fund Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2018 and has held it in 30 quarters since.
  • Royal Fund Management's Vanguard Morningstar Large-Cap ETF position peaked at $15.1M in Q1 2022.
  • 695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.