TD Private Client Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

TD Private Client Wealth’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	$10.9M	Buy	31,576 +4,557	+17%	+$1.52M	0.2%	74
2026 Q1	$8.07M	Buy	27,019 +7,153	+36%	+$2.24M	0.17%	82
2025 Q4	$6.25M	Buy	19,866 +9,528	+92%	+$2.98M	0.13%	101
2025 Q3	$3.18M	Buy	10,338 +3,077	+42%	+$911K	0.07%	191
2025 Q2	$2.07M	Buy	7,261 +240	+3%	+$63.2K	0.05%	232
2025 Q1	$1.8M	Buy	7,021 +1,235	+21%	+$335K	0.05%	244
2024 Q4	$1.56M	Buy	5,786 +816	+16%	+$221K	0.04%	268
2024 Q3	$1.31M	Buy	4,970 +1,578	+47%	+$400K	0.04%	324
2024 Q2	$847K	Buy	3,392 +106	+3%	+$25.5K	0.03%	371
2024 Q1	$788K	Buy	3,286 +634	+24%	+$145K	0.03%	384
2023 Q4	$579K	Buy	2,652 +1,259	+90%	+$257K	0.02%	416
2023 Q3	$273K	Buy	1,393 +709	+104%	+$144K	0.01%	495
2023 Q2	$139K	Buy	684 +472	+223%	+$90.5K	0.01%	612
2023 Q1	$39.6K	Hold	212	–	–	﹤0.01%	820
2022 Q4	$36.9K	Buy	212 +6	+3%	+$1.05K	﹤0.01%	808
2022 Q3	$33.7K	Hold	206	–	–	﹤0.01%	812
2022 Q2	$35.5K	Hold	206	–	–	﹤0.01%	801
2022 Q1	$42.9K	Sell	206 -104	-34%	-$21.4K	﹤0.01%	806
2021 Q4	$68.5K	Buy	310 +112	+57%	+$24K	﹤0.01%	699
2021 Q3	$39.8K	Sell	198 -4	-2%	-$827	﹤0.01%	780
2021 Q2	$40.6K	Sell	202 -12	-6%	-$2.34K	﹤0.01%	770
2021 Q1	$39.7K	Sell	214 -1	-0.5%	-$181	﹤0.01%	746
2020 Q4	$37.8K	Sell	215 -9	-4%	-$1.5K	﹤0.01%	696
2020 Q3	$35K	Hold	224	–	–	﹤0.01%	661
2020 Q2	$32K	Sell	224 -23	-9%	-$3.11K	﹤0.01%	667
2020 Q1	$29.3K	Sell	247 -1,171	-83%	-$165K	﹤0.01%	648
2019 Q4	$418K	Buy	+1,418	New	+$201K	0.03%	370

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

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

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

TD Private Client Wealth's VV Position: Q2 2026 in Review

TD Private Client Wealth increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 17% in Q2 2026, buying an estimated $1.52M and bringing the position to 31,576 shares worth $10.9M. The position accounts for 0.2% of the portfolio, ranked #74.

TD Private Client Wealth first reported a position in VV in Q4 2019 and has held it in 27 quarters since. 1,373 funds tracked by Wall St. Rank hold VV as of Q2 2026.

TD Private Client Wealth held 31,576 shares of Vanguard Morningstar Large-Cap ETF worth $10.9M as of Q2 2026.
TD Private Client Wealth bought 4,557 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.52M.
Vanguard Morningstar Large-Cap ETF made up 0.2% of TD Private Client Wealth's portfolio in Q2 2026, its #74 holding.
TD Private Client Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
1,373 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.