Tower Bridge Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Tower Bridge Advisors’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	$814K	Hold	2,368	–	–	0.07%	142
2026 Q1	$708K	Buy	+2,368	New	+$741K	0.07%	144
2017 Q3	–	Sell	-8,610	Closed	-$956K	–	210
2017 Q2	$956K	Hold	8,610	–	–	0.11%	117
2017 Q1	$931K	Sell	8,610 -50	-0.6%	-$5.33K	0.11%	118
2016 Q4	$887K	Hold	8,660	–	–	0.11%	121
2016 Q3	$859K	Hold	8,660	–	–	0.1%	123
2016 Q2	$830K	Hold	8,660	–	–	0.1%	125
2016 Q1	$814K	Hold	8,660	–	–	0.1%	119
2015 Q4	$810K	Buy	8,660 +1,860	+27%	+$175K	0.11%	117
2015 Q3	$599K	Hold	6,800	–	–	0.08%	128
2015 Q2	$645K	Hold	6,800	–	–	0.08%	122
2015 Q1	$647K	Buy	6,800 +75	+1%	+$7.12K	0.08%	125
2014 Q4	$635K	Hold	6,725	–	–	0.08%	128
2014 Q3	$608K	Hold	6,725	–	–	0.08%	127
2014 Q2	$605K	Hold	6,725	–	–	0.07%	127
2014 Q1	$578K	Buy	6,725 +500	+8%	+$42.2K	0.07%	124
2013 Q4	$528K	Sell	6,225 -2,025	-25%	-$165K	0.07%	131
2013 Q3	$638K	Hold	8,250	–	–	0.09%	121
2013 Q2	$606K	Buy	+8,250	New	+$608K	0.09%	125

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

Tower Bridge Advisors's VV Position: Q2 2026 in Review

Tower Bridge Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 2,368 shares worth $814K. The position accounts for 0.07% of the portfolio, ranked #142.

Tower Bridge Advisors first reported a position in VV in Q2 2013 and has held it in 19 quarters since. The position peaked at $956K in Q2 2017. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Tower Bridge Advisors held 2,368 shares of Vanguard Morningstar Large-Cap ETF worth $814K as of Q2 2026.
Tower Bridge Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.07% of Tower Bridge Advisors's portfolio in Q2 2026, its #142 holding.
Tower Bridge Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 19 quarters since.
Tower Bridge Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $956K in Q2 2017.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Tower Bridge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.