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

Greenleaf 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	$1.75M	Buy	5,091 +550	+12%	+$183K	0.02%	240
2026 Q1	$1.36M	Hold	4,541	–	–	0.01%	273
2025 Q4	$1.43M	Hold	4,541	–	–	0.01%	251
2025 Q3	$1.4M	Sell	4,541 -117	-3%	-$34.6K	0.01%	257
2025 Q2	$1.33M	Sell	4,658 -58	-1%	-$15.3K	0.01%	261
2025 Q1	$1.21M	Hold	4,716	–	–	0.01%	280
2024 Q4	$1.27M	Sell	4,716 -52	-1%	-$14.1K	0.01%	274
2024 Q3	$1.26M	Hold	4,768	–	–	0.01%	288
2024 Q2	$1.19M	Sell	4,768 -205	-4%	-$49.2K	0.01%	270
2024 Q1	$1.19M	Hold	4,973	–	–	0.01%	269
2023 Q4	$1.08M	Buy	4,973 +665	+15%	+$136K	0.01%	284
2023 Q3	$843K	Hold	4,308	–	–	0.01%	303
2023 Q2	$873K	Sell	4,308 -701	-14%	-$134K	0.01%	308
2023 Q1	$936K	Sell	5,009 -159	-3%	-$28.9K	0.01%	293
2022 Q4	$900K	Hold	5,168	–	–	0.01%	288
2022 Q3	$845K	Hold	5,168	–	–	0.01%	268
2022 Q2	$891K	Sell	5,168 -50	-1%	-$9.38K	0.01%	253
2022 Q1	$1.09M	Buy	5,218 +3,626	+228%	+$745K	0.01%	233
2021 Q4	$352K	Hold	1,592	–	–	﹤0.01%	547
2021 Q3	$320K	Hold	1,592	–	–	﹤0.01%	554
2021 Q2	$320K	Hold	1,592	–	–	﹤0.01%	550
2021 Q1	$295K	Hold	1,592	–	–	﹤0.01%	554
2020 Q4	$280K	Hold	1,592	–	–	﹤0.01%	484
2020 Q3	$249K	Hold	1,592	–	–	﹤0.01%	461
2020 Q2	$228K	Sell	1,592 -1,213	-43%	-$164K	﹤0.01%	472
2020 Q1	$332K	Buy	+2,805	New	+$394K	0.01%	316

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Greenleaf Trust's VV Position: Q2 2026 in Review

Greenleaf Trust increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 12% in Q2 2026, buying an estimated $183K and bringing the position to 5,091 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #240.

Greenleaf Trust first reported a position in VV in Q1 2020 and has held it in 26 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Greenleaf Trust held 5,091 shares of Vanguard Morningstar Large-Cap ETF worth $1.75M as of Q2 2026.
Greenleaf Trust bought 550 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $183K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Greenleaf Trust's portfolio in Q2 2026, its #240 holding.
Greenleaf Trust first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 26 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.