F.L. Putnam Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

F.L. Putnam Investment Management’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	$1.42M	Hold	4,115	–	–	0.02%	333
2026 Q1	$1.23M	Hold	4,115	–	–	0.02%	301
2025 Q4	$1.3M	Sell	4,115 -311	-7%	-$97.1K	0.02%	302
2025 Q3	$1.36M	Hold	4,426	–	–	0.02%	301
2025 Q2	$1.26M	Sell	4,426 -27	-0.6%	-$7.11K	0.02%	301
2025 Q1	$1.14M	Hold	4,453	–	–	0.02%	307
2024 Q4	$1.2M	Hold	4,453	–	–	0.02%	293
2024 Q3	$1.17M	Hold	4,453	–	–	0.02%	312
2024 Q2	$1.11M	Hold	4,453	–	–	0.02%	308
2024 Q1	$1.07M	Hold	4,453	–	–	0.02%	253
2023 Q4	$971K	Hold	4,453	–	–	0.02%	257
2023 Q3	$871K	Sell	4,453 -694	-13%	-$141K	0.02%	276
2023 Q2	$1.04M	Buy	5,147 +2,239	+77%	+$429K	0.03%	272
2023 Q1	$543K	Hold	2,908	–	–	0.02%	290
2022 Q4	$507K	Buy	2,908 +117	+4%	+$20.5K	0.02%	288
2022 Q3	$457K	Hold	2,791	–	–	0.02%	287
2022 Q2	$481K	Sell	2,791 -115	-4%	-$21.6K	0.02%	287
2022 Q1	$606K	Hold	2,906	–	–	0.02%	270
2021 Q4	$642K	Hold	2,906	–	–	0.02%	265
2021 Q3	$584K	Buy	2,906 +580	+25%	+$120K	0.02%	264
2021 Q2	$467K	Hold	2,326	–	–	0.02%	289
2021 Q1	$431K	Sell	2,326 -300	-11%	-$54.4K	0.02%	263
2020 Q4	$462K	Hold	2,626	–	–	0.02%	232
2020 Q3	$411K	Hold	2,626	–	–	0.02%	218
2020 Q2	$376K	Hold	2,626	–	–	0.02%	228
2020 Q1	$311K	Buy	+2,626	New	+$369K	0.02%	229

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

F.L. Putnam Investment Management's VV Position: Q2 2026 in Review

F.L. Putnam Investment Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 4,115 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #333.

F.L. Putnam Investment Management first reported a position in VV in Q1 2020 and has held it in 26 quarters since. 1,029 funds tracked by Wall St. Rank hold VV as of Q2 2026.

F.L. Putnam Investment Management held 4,115 shares of Vanguard Morningstar Large-Cap ETF worth $1.42M as of Q2 2026.
F.L. Putnam Investment Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.02% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #333 holding.
F.L. Putnam Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 26 quarters since.
1,029 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.