Traphagen Investment Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Traphagen Investment 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	$954K	Sell	2,775 -115	-4%	-$38.4K	0.07%	91
2026 Q1	$864K	Buy	2,890 +117	+4%	+$36.6K	0.07%	86
2025 Q4	$873K	Buy	2,773 +1	+0%	+$312	0.07%	85
2025 Q3	$853K	Buy	2,772 +350	+14%	+$104K	0.07%	85
2025 Q2	$691K	Hold	2,422	–	–	0.07%	92
2025 Q1	$623K	Hold	2,422	–	–	0.07%	97
2024 Q4	$653K	Hold	2,422	–	–	0.07%	95
2024 Q3	$638K	Hold	2,422	–	–	0.06%	94
2024 Q2	$605K	Hold	2,422	–	–	0.07%	86
2024 Q1	$581K	Sell	2,422 -19	-0.8%	-$4.35K	0.06%	91
2023 Q4	$533K	Buy	2,441 +52	+2%	+$10.6K	0.06%	93
2023 Q3	$468K	Buy	+2,389	New	+$487K	0.06%	88

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

Traphagen Investment Advisors's VV Position: Q2 2026 in Review

Traphagen Investment Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 4% in Q2 2026, selling an estimated $38.4K and leaving 2,775 shares worth $954K. The position accounts for 0.07% of the portfolio, ranked #91.

Traphagen Investment Advisors first reported a position in VV in Q3 2023 and has held it in 12 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Traphagen Investment Advisors held 2,775 shares of Vanguard Morningstar Large-Cap ETF worth $954K as of Q2 2026.
Traphagen Investment Advisors sold 115 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $38.4K.
Vanguard Morningstar Large-Cap ETF made up 0.07% of Traphagen Investment Advisors's portfolio in Q2 2026, its #91 holding.
Traphagen Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and has held it in 12 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.