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 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

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

RTD Financial Advisors's VV Position: Q2 2026 in Review

RTD Financial Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.3% in Q2 2026, selling an estimated $113K and leaving 6,025 shares worth $2.07M. 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 19 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

RTD Financial Advisors held 6,025 shares of Vanguard Morningstar Large-Cap ETF worth $2.07M as of Q2 2026.
RTD Financial Advisors sold 338 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $113K.
Vanguard Morningstar Large-Cap ETF made up 0.23% of RTD Financial Advisors's portfolio in Q2 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 19 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.