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RWA Wealth Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

RWA Wealth Partners’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 		$1.54M Buy
4,472
+1,745
+64% +$582K 0.01% 301
2026
Q1 		$815K Hold
2,727
– – 0.01% 375
2025
Q4 		$858K Buy
2,727
+121
+5% +$37.8K 0.01% 361
2025
Q3 		$802K Sell
2,606
-19
-0.7% -$5.63K 0.01% 372
2025
Q2 		$749K Sell
2,625
-1,609
-38% -$424K 0.01% 369
2025
Q1 		$1.09M Buy
4,234
+1,609
+61% +$436K 0.01% 309
2024
Q4 		$708K Buy
2,625
+19
+0.7% +$5.15K 0.01% 372
2024
Q3 		$686K Hold
2,606
– – 0.01% 370
2024
Q2 		$650K Sell
2,606
-190
-7% -$45.6K 0.01% 360
2024
Q1 		$670K Hold
2,796
– – 0.01% 355
2023
Q4 		$610K Sell
2,796
-288
-9% -$58.9K 0.01% 356
2023
Q3 		$603K Sell
3,084
-620
-17% -$126K 0.01% 235
2023
Q2 		$751K Buy
3,704
+858
+30% +$164K 0.02% 190
2023
Q1 		$532K Sell
2,846
-300
-10% -$54.6K 0.01% 164
2022
Q4 		$567K Sell
3,146
-46
-1% -$8.07K 0.01% 162
2022
Q3 		$522K Sell
3,192
-380
-11% -$69.1K 0.04% 156
2022
Q2 		$616K Hold
3,572
– – 0.04% 152
2022
Q1 		$745K Hold
3,572
– – 0.05% 144
2021
Q4 		$789K Hold
3,572
– – 0.05% 146
2021
Q3 		$718K Hold
3,572
– – 0.05% 147
2021
Q2 		$717K Sell
3,572
-152
-4% -$29.7K 0.05% 148
2021
Q1 		$690K Hold
3,724
– – 0.06% 148
2020
Q4 		$654K Hold
3,724
– – 0.06% 147
2020
Q3 		$583K Hold
3,724
– – 0.06% 142
2020
Q2 		$533K Hold
3,724
– – 0.07% 141
2020
Q1 		$441K Buy
+3,724
New +$523K 0.06% 143

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWA Wealth Partners's VV Position: Q2 2026 in Review

RWA Wealth Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 64% in Q2 2026, buying an estimated $582K and bringing the position to 4,472 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #301.

RWA Wealth Partners first reported a position in VV in Q1 2020 and has held it in 26 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • RWA Wealth Partners held 4,472 shares of Vanguard Morningstar Large-Cap ETF worth $1.54M as of Q2 2026.
  • RWA Wealth Partners bought 1,745 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $582K.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #301 holding.
  • RWA Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.