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Titleist Asset Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Titleist Asset Management’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
Q3 		$369K Sell
1,048
-28
-3% -$9.8K 0.02% 339
2026
Q2 		$370K Sell
1,076
-141
-12% -$47K 0.02% 318
2026
Q1 		$364K Buy
1,217
+146
+14% +$45.7K 0.03% 296
2025
Q4 		$337K Buy
+1,071
New +$334K 0.03% 290

Other funds holding VV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Titleist Asset Management's VV Position: Q3 2026 in Review

Titleist Asset Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.6% in Q3 2026, selling an estimated $9.8K and leaving 1,048 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #339.

Titleist Asset Management first reported a position in VV in Q4 2025 and has held it in 4 quarters since. The position peaked at $370K in Q2 2026. 88 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Titleist Asset Management held 1,048 shares of Vanguard Morningstar Large-Cap ETF worth $369K as of Q3 2026.
  • Titleist Asset Management sold 28 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $9.8K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of Titleist Asset Management's portfolio in Q3 2026, its #339 holding.
  • Titleist Asset Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Titleist Asset Management's Vanguard Morningstar Large-Cap ETF position peaked at $370K in Q2 2026.
  • 88 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.