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

Total 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 		$15.7M Sell
45,639
-7,370
-14% -$2.46M 1.65% 13
2026
Q1 		$15.8M Sell
53,009
-181
-0.3% -$56.6K 1.85% 12
2025
Q4 		$16.7M Buy
53,190
+1,147
+2% +$358K 2.15% 10
2025
Q3 		$16M Sell
52,043
-502
-1% -$149K 2.08% 10
2025
Q2 		$15M Sell
52,545
-685
-1% -$180K 2.17% 9
2025
Q1 		$13.7M Buy
53,230
+2,156
+4% +$584K 1.79% 12
2024
Q4 		$13.8M Buy
51,074
+663
+1% +$180K 1.93% 11
2024
Q3 		$13.3M Buy
50,411
+1,114
+2% +$283K 1.49% 15
2024
Q2 		$12.3M Buy
49,297
+219
+0.4% +$52.6K 1.62% 14
2024
Q1 		$11.8M Buy
49,078
+1,215
+3% +$278K 1.48% 14
2023
Q4 		$10.4M Buy
47,863
+1,566
+3% +$320K 1.33% 14
2023
Q3 		$9.06M Sell
46,297
-1,738
-4% -$354K 1.3% 14
2023
Q2 		$9.74M Buy
48,035
+1,173
+3% +$225K 1.26% 18
2023
Q1 		$8.75M Buy
46,862
+1,223
+3% +$223K 1.67% 15
2022
Q4 		$7.95M Buy
45,639
+27
+0.1% +$4.74K 1.94% 13
2022
Q3 		$7.46M Buy
45,612
+4,786
+12% +$870K 1.51% 15
2022
Q2 		$7.04M Sell
40,826
-120
-0.3% -$22.5K 1.28% 17
2022
Q1 		$8.54M Buy
40,946
+426
+1% +$87.5K 1.64% 15
2021
Q4 		$8.96M Buy
40,520
+39,144
+2,845% +$8.39M 1.48% 16
2021
Q3 		$276K Hold
1,376
– – 0.07% 46
2021
Q2 		$276K Sell
1,376
-2,239
-62% -$437K 0.05% 45
2021
Q1 		$428K Buy
3,615
+2,239
+163% +$406K 0.12% 32
2020
Q4 		$242K Hold
1,376
– – 0.05% 43
2020
Q3 		$210K Sell
1,376
-3,252
-70% -$501K 0.06% 44
2020
Q2 		$662K Buy
4,628
+1,013
+28% +$137K 0.23% 15
2020
Q1 		$428K Buy
3,615
+1,261
+54% +$177K 0.12% 32
2019
Q4 		$348K Buy
+2,354
New +$333K 0.07% 35

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

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

Total Investment Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 14% in Q2 2026, selling an estimated $2.46M and leaving 45,639 shares worth $15.7M. The position accounts for 1.65% of the portfolio, ranked #13.

Total Investment Management first reported a position in VV in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.7M in Q4 2025. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Total Investment Management held 45,639 shares of Vanguard Morningstar Large-Cap ETF worth $15.7M as of Q2 2026.
  • Total Investment Management sold 7,370 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2.46M.
  • Vanguard Morningstar Large-Cap ETF made up 1.65% of Total Investment Management's portfolio in Q2 2026, its #13 holding.
  • Total Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Total Investment Management's Vanguard Morningstar Large-Cap ETF position peaked at $16.7M in Q4 2025.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Total Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.