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DT Investment Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

DT Investment Partners’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 		$127K Hold
369
– – 0.01% 181
2026
Q1 		$110K Hold
369
– – 0.01% 184
2025
Q4 		$116K Sell
369
-1
-0.3% -$312 0.01% 183
2025
Q3 		$114K Buy
370
+1
+0.3% +$296 0.01% 182
2025
Q2 		$105K Hold
369
– – 0.01% 182
2025
Q1 		$94.8K Hold
369
– – 0.01% 191
2024
Q4 		$99.5K Hold
369
– – 0.01% 190
2024
Q3 		$97.2K Hold
369
– – 0.01% 200
2024
Q2 		$92.1K Sell
369
-10
-3% -$2.4K 0.01% 192
2024
Q1 		$90.9K Hold
379
– – 0.01% 183
2023
Q4 		$85.5K Hold
379
– – 0.01% 179
2023
Q3 		$74.2K Hold
379
– – 0.01% 175
2023
Q2 		$79.2K Buy
379
+230
+154% +$44.1K 0.01% 182
2023
Q1 		$28.2K Sell
149
-48
-24% -$8.74K ﹤0.01% 236
2022
Q4 		$34.3K Hold
197
– – ﹤0.01% 223
2022
Q3 		$32K Buy
+197
New +$35.8K 0.01% 226
2022
Q2 		– Sell
-3,032
Closed -$632K – 163
2022
Q1 		$632K Buy
3,032
+73
+2% +$15K 0.08% 105
2021
Q4 		$654K Sell
2,959
-184
-6% -$39.5K 0.09% 93
2021
Q3 		$632K Sell
3,143
-104
-3% -$21.5K 0.08% 99
2021
Q2 		$652K Hold
3,247
– – 0.09% 91
2021
Q1 		$602K Sell
3,247
-38
-1% -$6.89K 0.09% 96
2020
Q4 		$577K Buy
3,285
+144
+5% +$23.9K 0.09% 89
2020
Q3 		$491K Sell
3,141
-149
-5% -$23K 0.07% 84
2020
Q2 		$471K Buy
3,290
+333
+11% +$45K 0.06% 86
2020
Q1 		$350K Buy
2,957
+3
+0.1% +$421 0.06% 98
2019
Q4 		$437K Buy
2,954
+2
+0.1% +$283 0.04% 119
2019
Q3 		$402K Buy
2,952
+56
+2% +$7.6K 0.05% 58
2019
Q2 		$390K Buy
2,896
+247
+9% +$32.7K 0.05% 58
2019
Q1 		$344K Sell
2,649
-1,243
-32% -$155K 0.05% 56
2018
Q4 		$447K Buy
3,892
+329
+9% +$40.7K 0.07% 59
2018
Q3 		$476K Buy
3,563
+35
+1% +$4.58K 0.07% 59
2018
Q2 		$440K Buy
3,528
+56
+2% +$6.96K 0.07% 59
2018
Q1 		$421K Sell
3,472
-125
-3% -$15.7K 0.07% 68
2017
Q4 		$441K Sell
3,597
-54
-1% -$6.45K 0.07% 67
2017
Q3 		$421K Buy
3,651
+630
+21% +$71.3K 0.07% 65
2017
Q2 		$335K Sell
3,021
-140
-4% -$15.4K 0.06% 62
2017
Q1 		$342K Buy
3,161
+288
+10% +$30.7K 0.08% 60
2016
Q4 		$294K Buy
2,873
+255
+10% +$25.5K 0.07% 66
2016
Q3 		$260K Hold
2,618
– – 0.07% 67
2016
Q2 		$251K Buy
2,618
+260
+11% +$24.7K 0.07% 65
2016
Q1 		$222K Buy
2,358
+130
+6% +$11.6K 0.06% 65
2015
Q4 		$208K Sell
2,228
-460
-17% -$43.3K 0.06% 62
2015
Q3 		$237K Hold
2,688
– – 0.07% 59
2015
Q2 		$255K Sell
2,688
-100
-4% -$9.68K 0.07% 111
2015
Q1 		$265K Buy
2,788
+40
+1% +$3.8K 0.08% 51
2014
Q4 		$259K Buy
2,748
+137
+5% +$12.6K 0.08% 54
2014
Q3 		$236K Hold
2,611
– – 0.08% 77
2014
Q2 		$235K Buy
+2,611
New +$228K 0.08% 60

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

DT Investment Partners's VV Position: Q2 2026 in Review

DT Investment Partners held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 369 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #181.

DT Investment Partners first reported a position in VV in Q2 2014 and has held it in 48 quarters since. The position peaked at $654K in Q4 2021. 944 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • DT Investment Partners held 369 shares of Vanguard Morningstar Large-Cap ETF worth $127K as of Q2 2026.
  • DT Investment Partners left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of DT Investment Partners's portfolio in Q2 2026, its #181 holding.
  • DT Investment Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2014 and has held it in 48 quarters since.
  • DT Investment Partners's Vanguard Morningstar Large-Cap ETF position peaked at $654K in Q4 2021.
  • 944 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.