TBH Global Asset Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

TBH Global Asset Management’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 Q1	–	Sell	-53,552	Closed	-$11.1M	–	292
2025 Q4	$11.1M	Buy	+53,552	New	+$16.7M	1.85%	13
2024 Q2	–	Sell	-2,229	Closed	-$534K	–	245
2024 Q1	$534K	Buy	+2,229	New	+$510K	0.11%	149

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TBH Global Asset Management's VV Position: Q1 2026 in Review

TBH Global Asset Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026, closing a stake of 53,552 shares — an estimated $11.1M sold.

TBH Global Asset Management first reported a position in VV in Q1 2024 and held it in 2 quarters. The position peaked at $11.1M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VV as of Q1 2026.

TBH Global Asset Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
TBH Global Asset Management sold 53,552 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $11.1M.
TBH Global Asset Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and held it in 2 quarters.
TBH Global Asset Management's Vanguard Morningstar Large-Cap ETF position peaked at $11.1M in Q4 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on TBH Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.