Thoroughbred Financial Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Thoroughbred Financial Services’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	$246K	Buy	+716	New	+$239K	0.01%	570
2026 Q1	–	Sell	-665	Closed	-$209K	–	606
2025 Q4	$209K	Buy	+665	New	+$208K	0.01%	554
2025 Q2	–	Sell	-903	Closed	-$232K	–	710
2025 Q1	$232K	Hold	903	–	–	0.01%	619
2024 Q4	$243K	Hold	903	–	–	0.01%	606
2024 Q3	$237K	Hold	903	–	–	0.02%	583
2024 Q2	$225K	Buy	+903	New	+$217K	0.02%	580
2022 Q2	–	Sell	-1,151	Closed	-$239K	–	399
2022 Q1	$239K	Buy	+1,151	New	+$236K	0.04%	341

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

Thoroughbred Financial Services's VV Position: Q2 2026 in Review

Thoroughbred Financial Services opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 716 shares worth $246K. The stake represents 0.01% of the portfolio and ranks #570 among its holdings. This is a return to the name: Thoroughbred Financial Services previously reported a position in VV as recently as Q4 2025.

Thoroughbred Financial Services first reported a position in VV in Q1 2022 and has held it in 7 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Thoroughbred Financial Services held 716 shares of Vanguard Morningstar Large-Cap ETF worth $246K as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new Thoroughbred Financial Services position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Thoroughbred Financial Services's portfolio in Q2 2026, its #570 holding.
Thoroughbred Financial Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 7 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.