Bank of Jackson Hole Trust’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Bank of Jackson Hole 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 Q1	–	Sell	-14	Closed	-$4.41K	–	543
2025 Q4	$4.41K	Hold	14	–	–	﹤0.01%	464
2025 Q3	$4.31K	Hold	14	–	–	﹤0.01%	417
2025 Q2	$3.99K	Hold	14	–	–	﹤0.01%	414
2025 Q1	$3.83K	Hold	14	–	–	﹤0.01%	417
2024 Q4	$3.78K	Buy	+14	New	+$3.79K	﹤0.01%	441

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of Jackson Hole Trust's VV Position: Q1 2026 in Review

Bank of Jackson Hole Trust sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026, closing a stake of 14 shares — an estimated $4.41K sold.

Bank of Jackson Hole Trust first reported a position in VV in Q4 2024 and held it in 5 quarters. The position peaked at $4.41K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Bank of Jackson Hole Trust reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
Bank of Jackson Hole Trust sold 14 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $4.41K.
Bank of Jackson Hole Trust first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and held it in 5 quarters.
Bank of Jackson Hole Trust's Vanguard Morningstar Large-Cap ETF position peaked at $4.41K in Q4 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.