BTI
VV icon

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

Blue Trust Inc’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 		$361K Buy
1,051
+26
+3% +$8.67K ﹤0.01% 583
2026
Q1 		$306K Sell
1,025
-21
-2% -$6.57K ﹤0.01% 647
2025
Q4 		$329K Buy
1,046
+24
+2% +$7.5K ﹤0.01% 620
2025
Q3 		$315K Hold
1,022
– – ﹤0.01% 642
2025
Q2 		$292K Buy
1,022
+24
+2% +$6.32K ﹤0.01% 637
2025
Q1 		$257K Hold
998
– – ﹤0.01% 623
2024
Q4 		$269K Buy
998
+15
+2% +$4.06K ﹤0.01% 560
2024
Q3 		$245K Sell
983
-222
-18% -$56.3K ﹤0.01% 763
2024
Q2 		$289K Hold
1,205
– – ﹤0.01% 572
2024
Q1 		$289K Sell
1,205
-310
-20% -$70.9K ﹤0.01% 406
2023
Q4 		$296K Buy
1,515
+134
+10% +$27.4K ﹤0.01% 337
2023
Q3 		$280K Sell
1,381
-382
-22% -$77.8K ﹤0.01% 355
2023
Q2 		$329K Buy
1,763
+382
+28% +$73.2K 0.01% 292
2023
Q1 		$241K Hold
1,381
– – ﹤0.01% 480
2022
Q4 		$226K Sell
1,381
-13
-0.9% -$2.28K ﹤0.01% 413
2022
Q3 		$240K Sell
1,394
-54
-4% -$9.82K ﹤0.01% 317
2022
Q2 		$302K Buy
+1,448
New +$272K ﹤0.01% 259

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

Blue Trust Inc's VV Position: Q2 2026 in Review

Blue Trust Inc increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.5% in Q2 2026, buying an estimated $8.67K and bringing the position to 1,051 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Blue Trust Inc first reported a position in VV in Q2 2022 and has held it in 17 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Blue Trust Inc held 1,051 shares of Vanguard Morningstar Large-Cap ETF worth $361K as of Q2 2026.
  • Blue Trust Inc bought 26 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $8.67K.
  • Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #583 holding.
  • Blue Trust Inc first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.