Tidemark’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Tidemark’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	$24.2K	Hold	71	–	–	0.01%	389
2026 Q1	$21.1K	Hold	71	–	–	0.01%	359
2025 Q4	$22.2K	Hold	71	–	–	0.01%	327
2025 Q3	$21.7K	Hold	71	–	–	0.01%	348
2025 Q2	$20.1K	Sell	71 -79	-53%	-$20.8K	0.01%	368
2025 Q1	$38.4K	Buy	150 +79	+111%	+$21.4K	0.01%	276
2024 Q4	$19K	Buy	71 +1	+1%	+$271	0.01%	354
2024 Q3	$18.6K	Sell	70 -1	-1%	-$254	0.01%	349
2024 Q2	$17.6K	Hold	71	–	–	0.01%	338
2024 Q1	$16.9K	Sell	71 -39	-35%	-$8.92K	0.01%	363
2023 Q4	$23.9K	Buy	+110	New	+$22.5K	0.02%	312

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

Tidemark's VV Position: Q2 2026 in Review

Tidemark held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 71 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #389.

Tidemark first reported a position in VV in Q4 2023 and has held it in 11 quarters since. The position peaked at $38.4K in Q1 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Tidemark held 71 shares of Vanguard Morningstar Large-Cap ETF worth $24.2K as of Q2 2026.
Tidemark left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Tidemark's portfolio in Q2 2026, its #389 holding.
Tidemark first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's Vanguard Morningstar Large-Cap ETF position peaked at $38.4K in Q1 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.