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

Fiduciary 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
Q2 		$243K Buy
706
+1
+0.1% +$334 ﹤0.01% 818
2026
Q1 		$211K Sell
705
-75
-10% -$23.5K ﹤0.01% 834
2025
Q4 		$246K Sell
780
-2
-0.3% -$625 ﹤0.01% 781
2025
Q3 		$241K Buy
782
+12
+2% +$3.55K ﹤0.01% 773
2025
Q2 		$220K Sell
770
-40
-5% -$10.5K ﹤0.01% 779
2025
Q1 		$208K Buy
810
+2
+0.2% +$542 ﹤0.01% 778
2024
Q4 		$218K Hold
808
– – ﹤0.01% 643
2024
Q3 		$213K Sell
808
-9
-1% -$2.28K ﹤0.01% 623
2024
Q2 		$204K Sell
817
-470
-37% -$113K ﹤0.01% 604
2024
Q1 		$309K Sell
1,287
-65
-5% -$14.9K ﹤0.01% 556
2023
Q4 		$295K Sell
1,352
-470
-26% -$96.1K ﹤0.01% 543
2023
Q3 		$357K Sell
1,822
-181
-9% -$36.9K 0.01% 498
2023
Q2 		$406K Hold
2,003
– – 0.01% 490
2023
Q1 		$374K Buy
2,003
+301
+18% +$54.8K 0.01% 498
2022
Q4 		$296K Buy
1,702
+194
+13% +$34K 0.01% 540
2022
Q3 		$247K Hold
1,508
– – 0.01% 558
2022
Q2 		$260K Hold
1,508
– – 0.01% 564
2022
Q1 		$314K Hold
1,508
– – 0.01% 556
2021
Q4 		$333K Hold
1,508
– – 0.01% 543
2021
Q3 		$303K Hold
1,508
– – 0.01% 562
2021
Q2 		$303K Sell
1,508
-1,120
-43% -$219K 0.01% 555
2021
Q1 		$487K Hold
2,628
– – 0.01% 456
2020
Q4 		$462K Hold
2,628
– – 0.01% 444
2020
Q3 		$411K Hold
2,628
– – 0.01% 430
2020
Q2 		$376K Hold
2,628
– – 0.01% 424
2020
Q1 		$311K Hold
2,628
– – 0.01% 413
2019
Q4 		$389K Hold
2,628
– – 0.01% 420
2019
Q3 		$358K Hold
2,628
– – 0.01% 418
2019
Q2 		$354K Hold
2,628
– – 0.01% 400
2019
Q1 		$341K Hold
2,628
– – 0.01% 391
2018
Q4 		$302K Buy
2,628
+138
+6% +$17.1K 0.01% 381
2018
Q3 		$332K Buy
+2,490
New +$326K 0.01% 388

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 Trust's VV Position: Q2 2026 in Review

Fiduciary Trust increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.14% in Q2 2026, buying an estimated $334 and bringing the position to 706 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Fiduciary Trust first reported a position in VV in Q3 2018 and has held it in 32 quarters since. The position peaked at $487K in Q1 2021. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Fiduciary Trust held 706 shares of Vanguard Morningstar Large-Cap ETF worth $243K as of Q2 2026.
  • Fiduciary Trust bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
  • Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #818 holding.
  • Fiduciary Trust first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2018 and has held it in 32 quarters since.
  • Fiduciary Trust's Vanguard Morningstar Large-Cap ETF position peaked at $487K in Q1 2021.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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