LPT
VV icon

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
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

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

Legacy Private Trust's VV Position: Q2 2026 in Review

Legacy Private Trust held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 6,274 shares worth $2.16M. The position accounts for 0.12% of the portfolio, ranked #121.

Legacy Private Trust first reported a position in VV in Q2 2013 and has held it in 21 quarters since. The position peaked at $5.86M in Q3 2013. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Legacy Private Trust held 6,274 shares of Vanguard Morningstar Large-Cap ETF worth $2.16M as of Q2 2026.
  • Legacy Private Trust left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.12% of Legacy Private Trust's portfolio in Q2 2026, its #121 holding.
  • Legacy Private Trust first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 21 quarters since.
  • Legacy Private Trust's Vanguard Morningstar Large-Cap ETF position peaked at $5.86M in Q3 2013.
  • 1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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