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NBT Bank’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

NBT Bank’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 		$293K Hold
853
– – 0.02% 324
2026
Q1 		$255K Hold
853
– – 0.02% 348
2025
Q4 		$269K Sell
853
-70
-8% -$21.9K 0.02% 341
2025
Q3 		$284K Hold
923
– – 0.02% 334
2025
Q2 		$263K Hold
923
– – 0.02% 344
2025
Q1 		$237K Buy
923
+38
+4% +$10.3K 0.02% 351
2024
Q4 		$239K Hold
885
– – 0.02% 350
2024
Q3 		$233K Hold
885
– – 0.02% 364
2024
Q2 		$221K Hold
885
– – 0.02% 362
2024
Q1 		$212K Sell
885
-57
-6% -$13K 0.02% 362
2023
Q4 		$205K Buy
+942
New +$193K 0.02% 361
2022
Q1 		– Sell
-955
Closed -$211K – 245
2021
Q4 		$211K Sell
955
-50
-5% -$10.7K 0.03% 241
2021
Q3 		$202K Hold
1,005
– – 0.03% 237
2021
Q2 		$202K Buy
+1,005
New +$196K 0.03% 238
2017
Q2 		– Sell
-1,865
Closed -$202K – 210
2017
Q1 		$202K Buy
+1,865
New +$199K 0.03% 205
2016
Q3 		– Sell
-2,760
Closed -$265K – 205
2016
Q2 		$265K Sell
2,760
-90
-3% -$8.54K 0.05% 174
2016
Q1 		$268K Sell
2,850
-100
-3% -$8.91K 0.05% 172
2015
Q4 		$275K Sell
2,950
-60
-2% -$5.65K 0.05% 161
2015
Q3 		$265K Hold
3,010
– – 0.05% 165
2015
Q2 		$286K Sell
3,010
-1,880
-38% -$182K 0.05% 168
2015
Q1 		$466K Sell
4,890
-40
-0.8% -$3.8K 0.07% 145
2014
Q4 		$466K Buy
4,930
+35
+0.7% +$3.23K 0.07% 144
2014
Q3 		$443K Sell
4,895
-100
-2% -$9.09K 0.07% 146
2014
Q2 		$449K Sell
4,995
-2,765
-36% -$242K 0.07% 152
2014
Q1 		$668K Sell
7,760
-155
-2% -$13.1K 0.1% 137
2013
Q4 		$672K Sell
7,915
-445
-5% -$36.2K 0.1% 136
2013
Q3 		$647K Sell
8,360
-10
-0.1% -$769 0.1% 137
2013
Q2 		$615K Buy
+8,370
New +$617K 0.09% 137

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

NBT Bank's VV Position: Q2 2026 in Review

NBT Bank held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 853 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #324.

NBT Bank first reported a position in VV in Q2 2013 and has held it in 28 quarters since. The position peaked at $672K in Q4 2013. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • NBT Bank held 853 shares of Vanguard Morningstar Large-Cap ETF worth $293K as of Q2 2026.
  • NBT Bank left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of NBT Bank's portfolio in Q2 2026, its #324 holding.
  • NBT Bank first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 28 quarters since.
  • NBT Bank's Vanguard Morningstar Large-Cap ETF position peaked at $672K in Q4 2013.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.