Tradewinds Capital Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Tradewinds Capital 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	$325K	Sell	945 -2	-0.2%	-$667	0.06%	87
2026 Q1	$283K	Buy	947 +12	+1%	+$3.75K	0.06%	83
2025 Q4	$294K	Hold	935	–	–	0.06%	88
2025 Q3	$288K	Buy	935 +34	+4%	+$10.1K	0.06%	87
2025 Q2	$257K	Hold	901	–	–	0.06%	89
2025 Q1	$232K	Hold	901	–	–	0.06%	89
2024 Q4	$243K	Buy	+901	New	+$244K	0.06%	97
2022 Q2	–	Sell	-190	Closed	-$40K	–	801
2022 Q1	$40K	Hold	190	–	–	0.01%	277
2021 Q4	$42K	Hold	190	–	–	0.01%	274
2021 Q3	$38K	Hold	190	–	–	0.01%	279
2021 Q2	$38K	Hold	190	–	–	0.01%	288
2021 Q1	$35K	Hold	190	–	–	0.01%	279
2020 Q4	$33K	Sell	190 -137	-42%	-$22.8K	0.01%	269
2020 Q3	$51K	Hold	327	–	–	0.01%	190
2020 Q2	$47K	Hold	327	–	–	0.01%	199
2020 Q1	$39K	Hold	327	–	–	0.01%	197
2019 Q4	$48K	Hold	327	–	–	0.02%	205
2019 Q3	$45K	Hold	327	–	–	0.02%	187
2019 Q2	$44K	Sell	327 -112	-26%	-$14.8K	0.02%	190
2019 Q1	$57K	Buy	+439	New	+$54.9K	0.02%	186

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

Tradewinds Capital Management's VV Position: Q2 2026 in Review

Tradewinds Capital Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.21% in Q2 2026, selling an estimated $667 and leaving 945 shares worth $325K. The position accounts for 0.06% of the portfolio, ranked #87.

Tradewinds Capital Management first reported a position in VV in Q1 2019 and has held it in 20 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Tradewinds Capital Management held 945 shares of Vanguard Morningstar Large-Cap ETF worth $325K as of Q2 2026.
Tradewinds Capital Management sold 2 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $667.
Vanguard Morningstar Large-Cap ETF made up 0.06% of Tradewinds Capital Management's portfolio in Q2 2026, its #87 holding.
Tradewinds Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2019 and has held it in 20 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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