Arlington Trust’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Arlington Trust’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	$269K	Hold	783	–	–	0.02%	94
2026 Q1	$234K	Sell	783 -117	-13%	-$36.6K	0.02%	88
2025 Q4	$283K	Buy	900 +783	+669%	+$245K	0.03%	73
2025 Q3	$36K	Hold	117	–	–	0.01%	388
2025 Q2	$33.4K	Hold	117	–	–	0.01%	392
2025 Q1	$30.1K	Buy	+117	New	+$31.7K	0.01%	415

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

Arlington Trust's VV Position: Q2 2026 in Review

Arlington Trust held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 783 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #94.

Arlington Trust first reported a position in VV in Q1 2025 and has held it in 6 quarters since. The position peaked at $283K in Q4 2025. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Arlington Trust held 783 shares of Vanguard Morningstar Large-Cap ETF worth $269K as of Q2 2026.
Arlington Trust left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Arlington Trust's portfolio in Q2 2026, its #94 holding.
Arlington Trust first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Arlington Trust's Vanguard Morningstar Large-Cap ETF position peaked at $283K in Q4 2025.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.