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

Townsend 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 Q2	$8.25K	Hold	24	–	–	﹤0.01%	180
2026 Q1	$7.17K	Hold	24	–	–	﹤0.01%	172
2025 Q4	$7.55K	Hold	24	–	–	﹤0.01%	157
2025 Q3	$7.39K	Hold	24	–	–	﹤0.01%	154
2025 Q2	$6.85K	Hold	24	–	–	﹤0.01%	160
2025 Q1	$6.17K	Hold	24	–	–	﹤0.01%	162
2024 Q4	$6.47K	Hold	24	–	–	﹤0.01%	173
2024 Q3	$6.32K	Hold	24	–	–	﹤0.01%	181
2024 Q2	$5.99K	Hold	24	–	–	﹤0.01%	180
2024 Q1	$5.75K	Hold	24	–	–	﹤0.01%	180
2023 Q4	$5.24K	Hold	24	–	–	﹤0.01%	174
2023 Q3	$4.7K	Hold	24	–	–	﹤0.01%	170
2023 Q2	$4.87K	Hold	24	–	–	﹤0.01%	178
2023 Q1	$4.48K	Hold	24	–	–	﹤0.01%	182
2022 Q4	$4.18K	Hold	24	–	–	﹤0.01%	190
2022 Q3	$4K	Hold	24	–	–	﹤0.01%	187
2022 Q2	$4K	Hold	24	–	–	﹤0.01%	208
2022 Q1	$5K	Hold	24	–	–	﹤0.01%	200
2021 Q4	$5K	Hold	24	–	–	﹤0.01%	202
2021 Q3	$5K	Hold	24	–	–	﹤0.01%	195
2021 Q2	$5K	Hold	24	–	–	﹤0.01%	190
2021 Q1	$4K	Hold	24	–	–	﹤0.01%	177
2020 Q4	$4K	Buy	+24	New	+$3.99K	﹤0.01%	172

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

Townsend Asset Management's VV Position: Q2 2026 in Review

Townsend Asset Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 24 shares worth $8.25K. The position accounts for ﹤0.01% of the portfolio, ranked #180.

Townsend Asset Management first reported a position in VV in Q4 2020 and has held it in 23 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Townsend Asset Management held 24 shares of Vanguard Morningstar Large-Cap ETF worth $8.25K as of Q2 2026.
Townsend Asset Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Townsend Asset Management's portfolio in Q2 2026, its #180 holding.
Townsend Asset Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 23 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Townsend Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.