RTD Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

RTD Financial Advisors’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 Q3	$2.12M	Hold	6,025	–	–	0.23%	60
2026 Q2	$2.07M	Sell	6,025 -338	-5%	-$113K	0.23%	60
2026 Q1	$1.9M	Buy	6,363 +7	+0.1%	+$2.19K	0.23%	57
2025 Q4	$2M	Sell	6,356 -104	-2%	-$32.5K	0.24%	55
2025 Q3	$1.99M	Sell	6,460 -182	-3%	-$53.9K	0.24%	54
2025 Q2	$1.89M	Buy	6,642 +350	+6%	+$92.2K	0.24%	55
2025 Q1	$1.62M	Sell	6,292 -1,258	-17%	-$341K	0.22%	55
2024 Q4	$2.04M	Buy	7,550 +3,033	+67%	+$822K	0.26%	48
2024 Q3	$1.19M	Buy	4,517 +108	+2%	+$27.4K	0.15%	61
2024 Q2	$1.1M	Hold	4,409	–	–	0.15%	62
2024 Q1	$1.06M	Sell	4,409 -5	-0.1%	-$1.14K	0.14%	62
2023 Q4	$963K	Buy	4,414 +941	+27%	+$192K	0.14%	62
2023 Q3	$680K	Hold	3,473	–	–	0.1%	65
2023 Q2	$704K	Buy	3,473 +250	+8%	+$47.9K	0.1%	65
2023 Q1	$602K	Hold	3,223	–	–	0.09%	68
2022 Q4	$561K	Sell	3,223 -231	-7%	-$40.5K	0.09%	69
2022 Q3	$565K	Sell	3,454 -1,490	-30%	-$271K	0.1%	65
2022 Q2	$852K	Buy	4,944 +857	+21%	+$161K	0.13%	65
2022 Q1	$852K	Buy	4,087 +902	+28%	+$185K	0.12%	65
2021 Q4	$704K	Buy	+3,185	New	+$683K	0.09%	69

Other funds holding VV

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

BHPW

Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

RTD Financial Advisors's VV Position: Q3 2026 in Review

RTD Financial Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 6,025 shares worth $2.12M. The position accounts for 0.23% of the portfolio, ranked #60.

RTD Financial Advisors first reported a position in VV in Q4 2021 and has held it in 20 quarters since. 121 funds tracked by Wall St. Rank hold VV as of Q3 2026.

RTD Financial Advisors held 6,025 shares of Vanguard Morningstar Large-Cap ETF worth $2.12M as of Q3 2026.
RTD Financial Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.23% of RTD Financial Advisors's portfolio in Q3 2026, its #60 holding.
RTD Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 20 quarters since.
121 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on RTD Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.