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Fiduciary Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Fiduciary Group’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 		$444K Sell
1,290
-5
-0.4% -$1.67K 0.03% 231
2026
Q1 		$387K Hold
1,295
– – 0.03% 236
2025
Q4 		$408K Sell
1,295
-47
-4% -$14.7K 0.03% 229
2025
Q3 		$413K Sell
1,342
-10
-0.7% -$2.96K 0.04% 225
2025
Q2 		$386K Sell
1,352
-69
-5% -$18.2K 0.04% 216
2025
Q1 		$365K Sell
1,421
-178
-11% -$48.2K 0.04% 218
2024
Q4 		$431K Hold
1,599
– – 0.04% 205
2024
Q3 		$421K Hold
1,599
– – 0.04% 205
2024
Q2 		$399K Hold
1,599
– – 0.04% 206
2024
Q1 		$383K Hold
1,599
– – 0.04% 210
2023
Q4 		$349K Hold
1,599
– – 0.04% 210
2023
Q3 		$313K Sell
1,599
-59
-4% -$12K 0.04% 199
2023
Q2 		$336K Buy
1,658
+59
+4% +$11.3K 0.04% 191
2023
Q1 		$299K Hold
1,599
– – 0.04% 198
2022
Q4 		$279K Hold
1,599
– – 0.04% 198
2022
Q3 		$288K Hold
1,599
– – 0.04% 199
2022
Q2 		$308K Hold
1,599
– – 0.04% 194
2022
Q1 		$286K Sell
1,599
-10
-0.6% -$2.05K 0.04% 189
2021
Q4 		$356K Hold
1,609
– – 0.04% 183
2021
Q3 		$344K Hold
1,609
– – 0.04% 183
2021
Q2 		$331K Hold
1,609
– – 0.04% 185
2021
Q1 		$314K Hold
1,609
– – 0.04% 186
2020
Q4 		$297K Hold
1,609
– – 0.04% 179
2020
Q3 		$252K Buy
1,609
+200
+14% +$30.8K 0.04% 177
2020
Q2 		$201K Buy
+1,409
New +$191K 0.03% 192

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

Fiduciary Group's VV Position: Q2 2026 in Review

Fiduciary Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.39% in Q2 2026, selling an estimated $1.67K and leaving 1,290 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #231.

Fiduciary Group first reported a position in VV in Q2 2020 and has held it in 25 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Fiduciary Group held 1,290 shares of Vanguard Morningstar Large-Cap ETF worth $444K as of Q2 2026.
  • Fiduciary Group sold 5 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.67K.
  • Vanguard Morningstar Large-Cap ETF made up 0.03% of Fiduciary Group's portfolio in Q2 2026, its #231 holding.
  • Fiduciary Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.