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

Legacy Private 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
Q3 		$2.2M Sell
6,264
-10
-0.2% -$3.5K 0.12% 117
2026
Q2 		$2.16M Hold
6,274
– – 0.12% 121
2026
Q1 		$1.87M Hold
6,274
– – 0.12% 121
2025
Q4 		$1.98M Hold
6,274
– – 0.12% 121
2025
Q3 		$1.93M Hold
6,274
– – 0.12% 122
2025
Q2 		$1.79M Hold
6,274
– – 0.12% 124
2025
Q1 		$1.61M Hold
6,274
– – 0.11% 130
2024
Q4 		$1.69M Sell
6,274
-290
-4% -$78.6K 0.11% 129
2024
Q3 		$1.73M Sell
6,564
-70
-1% -$17.8K 0.12% 125
2024
Q2 		$1.66M Hold
6,634
– – 0.12% 121
2024
Q1 		$1.59M Buy
6,634
+10
+0.2% +$2.29K 0.12% 129
2023
Q4 		$1.45M Buy
6,624
+865
+15% +$177K 0.11% 128
2023
Q3 		$1.13M Sell
5,759
-42
-0.7% -$8.55K 0.1% 132
2023
Q2 		$1.18M Sell
5,801
-153
-3% -$29.3K 0.1% 129
2023
Q1 		$1.11M Hold
5,954
– – 0.09% 132
2022
Q4 		$1.04M Sell
5,954
-1,461
-20% -$256K 0.09% 139
2022
Q3 		$1.21M Buy
7,415
+5,855
+375% +$1.06M 0.12% 123
2022
Q2 		$269K Buy
+1,560
New +$293K 0.02% 204
2015
Q3 		– Sell
-2,125
Closed -$201K – 251
2015
Q2 		$201K Buy
+2,125
New +$206K 0.03% 242
2014
Q1 		– Sell
-8,418
Closed -$714K – 220
2013
Q4 		$714K Sell
8,418
-67,332
-89% -$5.47M 0.13% 121
2013
Q3 		$5.86M Buy
75,750
+372
+0.5% +$28.6K 1.24% 19
2013
Q2 		$5.53M Buy
+75,378
New +$5.56M 1.3% 19

Other funds holding VV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM

Legacy Private Trust's VV Position: Q3 2026 in Review

Legacy Private Trust reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.16% in Q3 2026, selling an estimated $3.5K and leaving 6,264 shares worth $2.2M. The position accounts for 0.12% of the portfolio, ranked #117.

Legacy Private Trust first reported a position in VV in Q2 2013 and has held it in 22 quarters since. The position peaked at $5.86M in Q3 2013. 110 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Legacy Private Trust held 6,264 shares of Vanguard Morningstar Large-Cap ETF worth $2.2M as of Q3 2026.
  • Legacy Private Trust sold 10 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $3.5K.
  • Vanguard Morningstar Large-Cap ETF made up 0.12% of Legacy Private Trust's portfolio in Q3 2026, its #117 holding.
  • Legacy Private Trust first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 22 quarters since.
  • Legacy Private Trust's Vanguard Morningstar Large-Cap ETF position peaked at $5.86M in Q3 2013.
  • 110 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.