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

Tradewinds LLC’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	$1.29M	Buy	+1,253	New	+$418K	0.29%	69
2026 Q1	–	Sell	-2,465	Closed	-$776K	–	222
2025 Q4	$776K	Sell	2,465 -11	-0.4%	-$3.44K	0.19%	89
2025 Q3	$762K	Buy	+2,476	New	+$733K	0.19%	90
2025 Q2	–	Sell	-2,492	Closed	-$641K	–	257
2025 Q1	$641K	Sell	2,492 -27	-1%	-$7.31K	0.18%	99
2024 Q4	$702K	Sell	2,519 -5	-0.2%	-$1.35K	0.2%	93
2024 Q3	$665K	Buy	2,524 +10	+0.4%	+$2.54K	0.2%	97
2024 Q2	$628K	Buy	+2,514	New	+$604K	0.19%	93
2023 Q3	$527K	Buy	2,693 +65	+2%	+$13.2K	0.31%	54
2023 Q2	$533K	Buy	2,628 +1	+0%	+$192	0.31%	52
2023 Q1	$491K	Buy	+2,627	New	+$478K	0.3%	63

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 LLC's VV Position: Q2 2026 in Review

Tradewinds LLC opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 1,253 shares worth $1.29M. The stake represents 0.29% of the portfolio and ranks #69 among its holdings. This is a return to the name: Tradewinds LLC previously reported a position in VV as recently as Q4 2025.

Tradewinds LLC first reported a position in VV in Q1 2023 and has held it in 10 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Tradewinds LLC held 1,253 shares of Vanguard Morningstar Large-Cap ETF worth $1.29M as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new Tradewinds LLC position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.29% of Tradewinds LLC's portfolio in Q2 2026, its #69 holding.
Tradewinds LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 10 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.