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Tortoise Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Tortoise Investment 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 		$11.9M Buy
34,519
+202
+0.6% +$67.4K 0.88% 38
2026
Q1 		$10.3M Buy
34,317
+3,564
+12% +$1.12M 0.85% 41
2025
Q4 		$9.68M Buy
30,753
+340
+1% +$106K 0.85% 39
2025
Q3 		$9.36M Sell
30,413
-1,509
-5% -$447K 0.83% 38
2025
Q2 		$9.11M Buy
31,922
+1,453
+5% +$383K 0.87% 37
2025
Q1 		$7.83M Buy
30,469
+4,627
+18% +$1.25M 0.82% 42
2024
Q4 		$6.97M Sell
25,842
-650
-2% -$176K 0.74% 41
2024
Q3 		$6.98M Buy
26,492
+873
+3% +$221K 0.73% 41
2024
Q2 		$6.4M Buy
25,619
+1,906
+8% +$458K 0.73% 39
2024
Q1 		$5.69M Buy
23,713
+513
+2% +$117K 0.69% 43
2023
Q4 		$5.06M Buy
23,200
+1,002
+5% +$205K 0.69% 41
2023
Q3 		$4.34M Sell
22,198
-260
-1% -$53K 0.65% 44
2023
Q2 		$4.55M Buy
22,458
+118
+0.5% +$22.6K 0.68% 42
2023
Q1 		$4.17M Buy
22,340
+4,527
+25% +$824K 0.67% 41
2022
Q4 		$3.1M Sell
17,813
-274
-2% -$48.1K 0.54% 47
2022
Q3 		$2.96M Buy
18,087
+4,491
+33% +$816K 0.58% 45
2022
Q2 		$2.34M Buy
13,596
+7,680
+130% +$1.44M 0.46% 55
2022
Q1 		$1.23M Buy
5,916
+1,418
+32% +$291K 0.23% 84
2021
Q4 		$994K Buy
4,498
+264
+6% +$56.6K 0.19% 84
2021
Q3 		$851K Buy
4,234
+714
+20% +$148K 0.17% 82
2021
Q2 		$707K Buy
3,520
+416
+13% +$81.2K 0.15% 85
2021
Q1 		$575K Buy
3,104
+120
+4% +$21.7K 0.13% 96
2020
Q4 		$524K Buy
2,984
+163
+6% +$27.1K 0.12% 93
2020
Q3 		$441K Sell
2,821
-2,831
-50% -$437K 0.11% 98
2020
Q2 		$808K Sell
5,652
-175
-3% -$23.7K 0.21% 75
2020
Q1 		$690K Buy
5,827
+935
+19% +$131K 0.2% 76
2019
Q4 		$723K Sell
4,892
-265
-5% -$37.5K 0.17% 77
2019
Q3 		$703K Sell
5,157
-386
-7% -$52.4K 0.18% 76
2019
Q2 		$747K Hold
5,543
– – 0.19% 75
2019
Q1 		$719K Hold
5,543
– – 0.19% 77
2018
Q4 		$637K Sell
5,543
-1,030
-16% -$128K 0.17% 81
2018
Q3 		$878K Hold
6,573
– – 0.23% 70
2018
Q2 		$820K Buy
6,573
+630
+11% +$78.3K 0.23% 68
2018
Q1 		$720K Buy
5,943
+400
+7% +$50.2K 0.2% 72
2017
Q4 		$679K Sell
5,543
-471
-8% -$56.3K 0.19% 71
2017
Q3 		$694K Hold
6,014
– – 0.21% 64
2017
Q2 		$668K Hold
6,014
– – 0.22% 65
2017
Q1 		$650K Hold
6,014
– – 0.21% 65
2016
Q4 		$616K Sell
6,014
-249
-4% -$24.9K 0.21% 65
2016
Q3 		$621K Hold
6,263
– – 0.21% 63
2016
Q2 		$600K Hold
6,263
– – 0.21% 63
2016
Q1 		$589K Buy
6,263
+472
+8% +$42.1K 0.21% 66
2015
Q4 		$541K Hold
5,791
– – 0.19% 69
2015
Q3 		$510K Sell
5,791
-1,200
-17% -$112K 0.19% 72
2015
Q2 		$663K Buy
6,991
+1,150
+20% +$111K 0.25% 64
2015
Q1 		$556K Buy
5,841
+333
+6% +$31.6K 0.21% 67
2014
Q4 		$520K Buy
5,508
+1,100
+25% +$102K 0.21% 68
2014
Q3 		$399K Sell
4,408
-164
-4% -$14.9K 0.17% 72
2014
Q2 		$412K Hold
4,572
– – 0.17% 68
2014
Q1 		$393K Buy
4,572
+1,860
+69% +$157K 0.18% 68
2013
Q4 		$230K Sell
2,712
-128
-5% -$10.4K 0.13% 85
2013
Q3 		$220K Sell
2,840
-614
-18% -$47.2K 0.13% 86
2013
Q2 		$254K Buy
+3,454
New +$255K 0.17% 71

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

Tortoise Investment Management's VV Position: Q2 2026 in Review

Tortoise Investment Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.59% in Q2 2026, buying an estimated $67.4K and bringing the position to 34,519 shares worth $11.9M. The position accounts for 0.88% of the portfolio, ranked #38.

Tortoise Investment Management first reported a position in VV in Q2 2013 and has held it in 53 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Tortoise Investment Management held 34,519 shares of Vanguard Morningstar Large-Cap ETF worth $11.9M as of Q2 2026.
  • Tortoise Investment Management bought 202 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $67.4K.
  • Vanguard Morningstar Large-Cap ETF made up 0.88% of Tortoise Investment Management's portfolio in Q2 2026, its #38 holding.
  • Tortoise Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.