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

Legacy 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 		$494K Hold
1,435
– – 0.09% 135
2026
Q1 		$429K Hold
1,435
– – 0.08% 148
2025
Q4 		$452K Hold
1,435
– – 0.08% 136
2025
Q3 		$442K Sell
1,435
-35
-2% -$10.4K 0.09% 136
2025
Q2 		$419K Hold
1,470
– – 0.1% 109
2025
Q1 		$378K Hold
1,470
– – 0.09% 121
2024
Q4 		$396K Hold
1,470
– – 0.09% 117
2024
Q3 		$387K Hold
1,470
– – 0.09% 121
2024
Q2 		$367K Buy
1,470
+215
+17% +$51.6K 0.09% 119
2024
Q1 		$301K Sell
1,255
-35
-3% -$8.01K 0.08% 131
2023
Q4 		$281K Hold
1,290
– – 0.07% 138
2023
Q3 		$252K Sell
1,290
-139
-10% -$28.3K 0.07% 140
2023
Q2 		$290K Sell
1,429
-156
-10% -$29.9K 0.08% 133
2023
Q1 		$296K Hold
1,585
– – 0.09% 129
2022
Q4 		$276K Buy
+1,585
New +$278K 0.09% 132

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 Trust's VV Position: Q2 2026 in Review

Legacy Trust held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,435 shares worth $494K. The position accounts for 0.09% of the portfolio, ranked #135.

Legacy Trust first reported a position in VV in Q4 2022 and has held it in 15 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Legacy Trust held 1,435 shares of Vanguard Morningstar Large-Cap ETF worth $494K as of Q2 2026.
  • Legacy Trust left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.09% of Legacy Trust's portfolio in Q2 2026, its #135 holding.
  • Legacy Trust first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.