Thompson Siegel & Walmsley’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Thompson Siegel & Walmsley’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	-661	Closed	-$208K	–	449
2025 Q4	$208K	Buy	661 +8	+1%	+$2.5K	﹤0.01%	396
2025 Q3	$201K	Buy	+653	New	+$193K	﹤0.01%	403
2024 Q1	–	Sell	-760	Closed	-$166K	–	530
2023 Q4	$166K	Hold	760	–	–	﹤0.01%	354
2023 Q3	$149K	Hold	760	–	–	﹤0.01%	361
2023 Q2	$154K	Hold	760	–	–	﹤0.01%	369
2023 Q1	$142K	Buy	760 +92	+14%	+$16.8K	﹤0.01%	376
2022 Q4	$116K	Hold	668	–	–	﹤0.01%	376
2022 Q3	$109K	Hold	668	–	–	﹤0.01%	386
2022 Q2	$115K	Hold	668	–	–	﹤0.01%	378
2022 Q1	$139K	Sell	668 -257	-28%	-$52.8K	﹤0.01%	399
2021 Q4	$204K	Hold	925	–	–	﹤0.01%	372
2021 Q3	$186K	Hold	925	–	–	﹤0.01%	372
2021 Q2	$186K	Hold	925	–	–	﹤0.01%	377
2021 Q1	$171K	Buy	925 +257	+38%	+$46.6K	﹤0.01%	358
2020 Q4	$117K	Hold	668	–	–	﹤0.01%	378
2020 Q3	$105K	Hold	668	–	–	﹤0.01%	366
2020 Q2	$96K	Hold	668	–	–	﹤0.01%	378
2020 Q1	$79K	Buy	668 +25	+4%	+$3.51K	﹤0.01%	376
2019 Q4	$95K	Hold	643	–	–	﹤0.01%	433
2019 Q3	$88K	Hold	643	–	–	﹤0.01%	457
2019 Q2	$87K	Hold	643	–	–	﹤0.01%	453
2019 Q1	$83K	Hold	643	–	–	﹤0.01%	456
2018 Q4	$74K	Hold	643	–	–	﹤0.01%	450
2018 Q3	$86K	Sell	643 -47	-7%	-$6.16K	﹤0.01%	469
2018 Q2	$86K	Hold	690	–	–	﹤0.01%	478
2018 Q1	$84K	Hold	690	–	–	﹤0.01%	472
2017 Q4	$85K	Hold	690	–	–	﹤0.01%	487
2017 Q3	$80K	Hold	690	–	–	﹤0.01%	474
2017 Q2	$77K	Hold	690	–	–	﹤0.01%	488
2017 Q1	$75K	Sell	690 -50	-7%	-$5.33K	﹤0.01%	515
2016 Q4	$76K	Hold	740	–	–	﹤0.01%	464
2016 Q3	$73K	Hold	740	–	–	﹤0.01%	458
2016 Q2	$71K	Hold	740	–	–	﹤0.01%	438
2016 Q1	$70K	Hold	740	–	–	﹤0.01%	431
2015 Q4	$69K	Hold	740	–	–	﹤0.01%	434
2015 Q3	$65K	Hold	740	–	–	﹤0.01%	450
2015 Q2	$70K	Buy	740 +185	+33%	+$17.9K	﹤0.01%	453
2015 Q1	$53K	Hold	555	–	–	﹤0.01%	479
2014 Q4	$52K	Hold	555	–	–	﹤0.01%	474
2014 Q3	$50K	Buy	+555	New	+$50.4K	﹤0.01%	474

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

Thompson Siegel & Walmsley's VV Position: Q1 2026 in Review

Thompson Siegel & Walmsley sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026, closing a stake of 661 shares — an estimated $208K sold.

Thompson Siegel & Walmsley first reported a position in VV in Q3 2014 and held it in 40 quarters. The position peaked at $208K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Thompson Siegel & Walmsley reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
Thompson Siegel & Walmsley sold 661 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $208K.
Thompson Siegel & Walmsley first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2014 and held it in 40 quarters.
Thompson Siegel & Walmsley's Vanguard Morningstar Large-Cap ETF position peaked at $208K in Q4 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2026, filed 11 May 2026.