Midwest Trust
VV icon

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

Midwest 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 		$1.86M Buy
5,294
+612
+13% +$214K 0.02% 310
2026
Q2 		$1.61M Sell
4,682
-237
-5% -$79.1K 0.02% 321
2026
Q1 		$1.47M Buy
4,919
+192
+4% +$60.1K 0.02% 317
2025
Q4 		$1.49M Sell
4,727
-412
-8% -$129K 0.02% 309
2025
Q3 		$1.58M Buy
+5,139
New +$1.52M 0.02% 299

Other funds holding VV

Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Financial Planning Navigators
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
Addis & Hill
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
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

Midwest Trust's VV Position: Q3 2026 in Review

Midwest Trust increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 13% in Q3 2026, buying an estimated $214K and bringing the position to 5,294 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #310.

Midwest Trust first reported a position in VV in Q3 2025 and has held it in 5 quarters since. 474 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Midwest Trust held 5,294 shares of Vanguard Morningstar Large-Cap ETF worth $1.86M as of Q3 2026.
  • Midwest Trust bought 612 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $214K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of Midwest Trust's portfolio in Q3 2026, its #310 holding.
  • Midwest Trust first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • 474 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.