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Interchange Capital Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Interchange Capital Partners’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 		$1.18M Buy
3,422
+34
+1% +$11.3K 0.22% 106
2026
Q1 		$871K Sell
3,388
-37
-1% -$11.6K 0.28% 84
2025
Q4 		$1.08M Hold
3,425
– – 0.2% 107
2025
Q3 		$1.05M Sell
3,425
-4
-0.1% -$1.18K 0.21% 97
2025
Q2 		$978K Buy
3,429
+41
+1% +$10.8K 0.23% 90
2025
Q1 		$871K Sell
3,388
-118
-3% -$32K 0.24% 83
2024
Q4 		$946K Sell
3,506
-35
-1% -$9.48K 0.34% 79
2024
Q3 		$932K Sell
3,541
-11
-0.3% -$2.79K 0.33% 82
2024
Q2 		$887K Buy
3,552
+247
+7% +$59.3K 0.32% 80
2024
Q1 		$789K Sell
3,305
-141
-4% -$32.3K 0.53% 50
2023
Q4 		$752K Buy
3,446
+2
+0.1% +$409 0.56% 44
2023
Q3 		$674K Sell
3,444
-25
-0.7% -$5.09K 0.54% 44
2023
Q2 		$703K Sell
3,469
-255
-7% -$48.9K 0.54% 45
2023
Q1 		$696K Buy
3,724
+202
+6% +$36.8K 0.38% 69
2022
Q4 		$614K Sell
3,522
-82
-2% -$14.4K 0.63% 38
2022
Q3 		$589K Buy
3,604
+4
+0.1% +$727 0.65% 38
2022
Q2 		$620K Sell
3,600
-2
-0.1% -$375 0.7% 35
2022
Q1 		$750K Buy
3,602
+4
+0.1% +$822 0.77% 29
2021
Q4 		$795K Buy
+3,598
New +$772K 0.8% 27
2021
Q2 		– Sell
-5,040
Closed -$933K – 219
2021
Q1 		$933K Sell
5,040
-1,253
-20% -$227K 0.51% 59
2020
Q4 		$1.1M Buy
+6,293
New +$1.05M 0.6% 32

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

Interchange Capital Partners's VV Position: Q2 2026 in Review

Interchange Capital Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1% in Q2 2026, buying an estimated $11.3K and bringing the position to 3,422 shares worth $1.18M. The position accounts for 0.22% of the portfolio, ranked #106.

Interchange Capital Partners first reported a position in VV in Q4 2020 and has held it in 21 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Interchange Capital Partners held 3,422 shares of Vanguard Morningstar Large-Cap ETF worth $1.18M as of Q2 2026.
  • Interchange Capital Partners bought 34 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $11.3K.
  • Vanguard Morningstar Large-Cap ETF made up 0.22% of Interchange Capital Partners's portfolio in Q2 2026, its #106 holding.
  • Interchange Capital Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.