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

Boston Trust Walden’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	$2.63M	Hold	7,645	–	–	0.02%	253
2026 Q1	$2.28M	Hold	7,645	–	–	0.02%	257
2025 Q4	$2.41M	Hold	7,645	–	–	0.02%	247
2025 Q3	$2.35M	Hold	7,645	–	–	0.02%	245
2025 Q2	$2.18M	Hold	7,645	–	–	0.02%	250
2025 Q1	$1.96M	Hold	7,645	–	–	0.01%	249
2024 Q4	$2.06M	Hold	7,645	–	–	0.01%	251
2024 Q3	$2.01M	Hold	7,645	–	–	0.01%	253
2024 Q2	$1.91M	Hold	7,645	–	–	0.01%	249
2024 Q1	$1.83M	Sell	7,645 -30	-0.4%	-$6.86K	0.01%	251
2023 Q4	$1.67M	Hold	7,675	–	–	0.01%	255
2023 Q3	$1.5M	Hold	7,675	–	–	0.01%	256
2023 Q2	$1.56M	Hold	7,675	–	–	0.01%	258
2023 Q1	$1.43M	Hold	7,675	–	–	0.01%	258
2022 Q4	$1.34M	Buy	+7,675	New	+$1.35M	0.01%	264

Other funds holding VV

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MAV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Boston Trust Walden's VV Position: Q2 2026 in Review

Boston Trust Walden held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 7,645 shares worth $2.63M. The position accounts for 0.02% of the portfolio, ranked #253.

Boston Trust Walden first reported a position in VV in Q4 2022 and has held it in 15 quarters since. 646 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Boston Trust Walden held 7,645 shares of Vanguard Morningstar Large-Cap ETF worth $2.63M as of Q2 2026.
Boston Trust Walden left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Boston Trust Walden's portfolio in Q2 2026, its #253 holding.
Boston Trust Walden first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
646 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.