Ted Buchan & Co’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Ted Buchan & Co’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	$1.5M	Sell	4,349 -13	-0.3%	-$4.34K	0.49%	43
2026 Q1	$1.3M	Sell	4,362 -24	-0.5%	-$7.51K	0.47%	45
2025 Q4	$1.38M	Buy	4,386 +897	+26%	+$280K	0.51%	43
2025 Q3	$1.07M	Sell	3,489 -997	-22%	-$295K	0.42%	53
2025 Q2	$1.28M	Buy	4,486 +13	+0.3%	+$3.42K	0.51%	44
2025 Q1	$1.15M	Sell	4,473 -40	-0.9%	-$10.8K	0.54%	38
2024 Q4	$1.22M	Buy	4,513 +1	+0%	+$271	0.57%	38
2024 Q3	$1.19M	Buy	4,512 +59	+1%	+$15K	0.56%	33
2024 Q2	$1.11M	Sell	4,453 -332	-7%	-$79.7K	0.6%	36
2024 Q1	$1.15M	Sell	4,785 -67	-1%	-$15.3K	0.7%	33
2023 Q4	$1.06M	Sell	4,852 -20	-0.4%	-$4.09K	0.77%	31
2023 Q3	$953K	Buy	4,872 +60	+1%	+$12.2K	0.77%	25
2023 Q2	$976K	Sell	4,812 -97	-2%	-$18.6K	0.75%	30
2023 Q1	$917K	Sell	4,909 -31	-0.6%	-$5.64K	0.77%	26
2022 Q4	$861K	Buy	+4,940	New	+$867K	0.8%	30

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

Ted Buchan & Co's VV Position: Q2 2026 in Review

Ted Buchan & Co reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.3% in Q2 2026, selling an estimated $4.34K and leaving 4,349 shares worth $1.5M. The position accounts for 0.49% of the portfolio, ranked #43.

Ted Buchan & Co first reported a position in VV in Q4 2022 and has held it in 15 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Ted Buchan & Co held 4,349 shares of Vanguard Morningstar Large-Cap ETF worth $1.5M as of Q2 2026.
Ted Buchan & Co sold 13 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $4.34K.
Vanguard Morningstar Large-Cap ETF made up 0.49% of Ted Buchan & Co's portfolio in Q2 2026, its #43 holding.
Ted Buchan & Co first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.