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

Idaho Trust Bank’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 		$15.5M Buy
44,948
+3,388
+8% +$1.13M 4.52% 4
2026
Q1 		$12.4M Buy
41,560
+5,061
+14% +$1.58M 4.04% 8
2025
Q4 		$11.5M Sell
36,499
-6,494
-15% -$2.03M 3.81% 9
2025
Q3 		$13.2M Buy
42,993
+3,696
+9% +$1.09M 4.46% 5
2025
Q2 		$11.2M Buy
39,297
+1,543
+4% +$407K 4.01% 4
2025
Q1 		$9.7M Buy
37,754
+439
+1% +$119K 3.96% 4
2024
Q4 		$10.1M Buy
37,315
+2,814
+8% +$762K 5.07% 4
2024
Q3 		$9.08M Buy
34,501
+1,024
+3% +$260K 4.38% 6
2024
Q2 		$8.36M Buy
+33,477
New +$8.04M 4.27% 6
2024
Q1 		– Sell
-32,938
Closed -$7.19M – 157
2023
Q4 		$7.19M Sell
32,938
-18,192
-36% -$3.72M 4.16% 6
2023
Q3 		$10M Buy
51,130
+827
+2% +$168K 6.51% 1
2023
Q2 		$10.2M Buy
+50,303
New +$9.64M 6.4% 2

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

Idaho Trust Bank's VV Position: Q2 2026 in Review

Idaho Trust Bank increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 8.2% in Q2 2026, buying an estimated $1.13M and bringing the position to 44,948 shares worth $15.5M. The position accounts for 4.52% of the portfolio, ranked #4.

Idaho Trust Bank first reported a position in VV in Q2 2023 and has held it in 12 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Idaho Trust Bank held 44,948 shares of Vanguard Morningstar Large-Cap ETF worth $15.5M as of Q2 2026.
  • Idaho Trust Bank bought 3,388 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.13M.
  • Vanguard Morningstar Large-Cap ETF made up 4.52% of Idaho Trust Bank's portfolio in Q2 2026, its #4 holding.
  • Idaho Trust Bank first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Idaho Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.