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Topel & Distasi Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Topel & Distasi Wealth 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
Q2 		$4.37M Sell
12,693
-305
-2% -$102K 2.11% 13
2026
Q1 		$3.88M Buy
12,998
+583
+5% +$182K 2.01% 14
2025
Q4 		$3.91M Sell
12,415
-613
-5% -$191K 1.91% 16
2025
Q3 		$4.01M Buy
13,028
+94
+0.7% +$27.8K 1.98% 15
2025
Q2 		$3.69M Sell
12,934
-3,961
-23% -$1.04M 1.93% 16
2025
Q1 		$4.34M Sell
16,895
-1,085
-6% -$294K 2.03% 16
2024
Q4 		$4.85M Buy
17,980
+18
+0.1% +$4.88K 2.08% 15
2024
Q3 		$4.73M Sell
17,962
-1,915
-10% -$486K 1.96% 18
2024
Q2 		$4.96M Buy
19,877
+95
+0.5% +$22.8K 2.18% 15
2024
Q1 		$4.74M Sell
19,782
-4,437
-18% -$1.02M 2.1% 15
2023
Q4 		$5.28M Sell
24,219
-2,677
-10% -$547K 2.51% 13
2023
Q3 		$5.26M Sell
26,896
-207
-0.8% -$42.2K 2.76% 12
2023
Q2 		$5.49M Sell
27,103
-747
-3% -$143K 2.76% 11
2023
Q1 		$5.2M Buy
27,850
+476
+2% +$86.7K 2.71% 13
2022
Q4 		$4.77M Buy
27,374
+216
+0.8% +$37.9K 2.67% 13
2022
Q3 		$4.9M Buy
27,158
+176
+0.7% +$32K 2.71% 12
2022
Q2 		$4.65M Buy
26,982
+2,011
+8% +$377K 2.69% 13
2022
Q1 		$5.21M Buy
24,971
+12,212
+96% +$2.51M 2.18% 18
2021
Q4 		$2.82M Buy
+12,759
New +$2.74M 1.15% 31

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Topel & Distasi Wealth Management's VV Position: Q2 2026 in Review

Topel & Distasi Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.3% in Q2 2026, selling an estimated $102K and leaving 12,693 shares worth $4.37M. The position accounts for 2.11% of the portfolio, ranked #13.

Topel & Distasi Wealth Management first reported a position in VV in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.49M in Q2 2023. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Topel & Distasi Wealth Management held 12,693 shares of Vanguard Morningstar Large-Cap ETF worth $4.37M as of Q2 2026.
  • Topel & Distasi Wealth Management sold 305 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Morningstar Large-Cap ETF made up 2.11% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Topel & Distasi Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Topel & Distasi Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $5.49M in Q2 2023.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.