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Dorsey & Whitney Trust’s Vanguard Large-Cap ETF VV Stock Holding History

Dorsey & Whitney 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 		$6.53M Buy
21,867
+195
+0.9% +$61K 0.36% 62
2025
Q4 		$6.82M Buy
21,672
+309
+1% +$96.5K 0.36% 63
2025
Q3 		$6.58M Hold
21,363
– – 0.35% 67
2025
Q2 		$6.09M Hold
21,363
– – 0.32% 69
2025
Q1 		$5.49M Hold
21,363
– – 0.32% 70
2024
Q4 		$5.76M Hold
21,363
– – 0.32% 73
2024
Q3 		$5.62M Sell
21,363
-113
-0.5% -$28.7K 0.3% 73
2024
Q2 		$5.36M Buy
21,476
+735
+4% +$177K 0.37% 67
2024
Q1 		$4.97M Hold
20,741
– – 0.34% 70
2023
Q4 		$4.52M Sell
20,741
-2
-0% -$409 0.35% 79
2023
Q3 		$4.06M Hold
20,743
– – 0.35% 78
2023
Q2 		$4.21M Hold
20,743
– – 0.35% 78
2023
Q1 		$3.88M Buy
20,743
+364
+2% +$66.3K 0.35% 77
2022
Q4 		$3.55M Buy
20,379
+12,483
+158% +$2.19M 0.35% 77
2022
Q3 		$1.29M Sell
7,896
-12,861
-62% -$2.34M 0.13% 149
2022
Q2 		$3.58M Buy
20,757
+151
+0.7% +$28.3K 0.36% 67
2022
Q1 		$4.3M Buy
20,606
+11,983
+139% +$2.46M 0.38% 65
2021
Q4 		$1.91M Hold
8,623
– – 0.16% 129
2021
Q3 		$1.73M Hold
8,623
– – 0.16% 130
2021
Q2 		$1.73M Buy
8,623
+704
+9% +$137K 0.16% 128
2021
Q1 		$1.47M Buy
7,919
+1,545
+24% +$280K 0.15% 147
2020
Q4 		$1.12M Hold
6,374
– – 0.13% 151
2020
Q3 		$997K Sell
6,374
-67
-1% -$10.3K 0.13% 151
2020
Q2 		$921K Buy
6,441
+2,748
+74% +$372K 0.13% 154
2020
Q1 		$437K Hold
3,693
– – 0.07% 218
2019
Q4 		$546K Hold
3,693
– – 0.07% 216
2019
Q3 		$503K Hold
3,693
– – 0.07% 220
2019
Q2 		$498K Hold
3,693
– – 0.08% 214
2019
Q1 		$479K Hold
3,693
– – 0.07% 210
2018
Q4 		$424K Buy
+3,693
New +$457K 0.07% 203

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Dorsey & Whitney Trust's VV Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its Vanguard Large-Cap ETF (VV) stake by 0.9% in Q1 2026, buying an estimated $61K and bringing the position to 21,867 shares worth $6.53M. The position accounts for 0.36% of the portfolio, ranked #62.

Dorsey & Whitney Trust first reported a position in VV in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.82M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Dorsey & Whitney Trust held 21,867 shares of Vanguard Large-Cap ETF worth $6.53M as of Q1 2026.
  • Dorsey & Whitney Trust bought 195 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $61K.
  • Vanguard Large-Cap ETF made up 0.36% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #62 holding.
  • Dorsey & Whitney Trust first reported a position in Vanguard Large-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Dorsey & Whitney Trust's Vanguard Large-Cap ETF position peaked at $6.82M in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.