Tru Independence Asset Management 2’s Vanguard Large-Cap ETF VV Stock Holding History

Tru Independence Asset Management 2’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 Q1	$506K	Hold	1,692	–	–	0.31%	54
2025 Q4	$533K	Hold	1,692	–	–	0.33%	53
2025 Q3	$522K	Hold	1,692	–	–	0.34%	56
2025 Q2	$484K	Hold	1,692	–	–	0.33%	57
2025 Q1	$435K	Buy	+1,692	New	+$458K	0.33%	58

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Tru Independence Asset Management 2's VV Position: Q1 2026 in Review

Tru Independence Asset Management 2 held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 1,692 shares worth $506K. The position accounts for 0.31% of the portfolio, ranked #54.

Tru Independence Asset Management 2 first reported a position in VV in Q1 2025 and has held it in 5 quarters since. The position peaked at $533K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Tru Independence Asset Management 2 held 1,692 shares of Vanguard Large-Cap ETF worth $506K as of Q1 2026.
Tru Independence Asset Management 2 left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Large-Cap ETF made up 0.31% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #54 holding.
Tru Independence Asset Management 2 first reported a position in Vanguard Large-Cap ETF in Q1 2025 and has held it in 5 quarters since.
Tru Independence Asset Management 2's Vanguard Large-Cap ETF position peaked at $533K in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.