True Link Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

True Link Financial 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	$655K	Sell	1,904 -90	-5%	-$30K	0.04%	39
2026 Q1	$596K	Sell	1,994 -44	-2%	-$13.8K	0.04%	41
2025 Q4	$642K	Buy	+2,038	New	+$636K	0.04%	51
2022 Q1	–	Sell	-14,956	Closed	-$3.31M	–	279
2021 Q4	$3.31M	Sell	14,956 -44	-0.3%	-$9.44K	0.44%	20
2021 Q3	$3.01M	Sell	15,000 -260	-2%	-$53.7K	0.41%	23
2021 Q2	$3.06M	Buy	15,260 +44	+0.3%	+$8.59K	0.45%	22
2021 Q1	$2.82M	Hold	15,216	–	–	0.41%	27
2020 Q4	$2.67M	Buy	+15,216	New	+$2.53M	0.42%	26

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

True Link Financial Advisors's VV Position: Q2 2026 in Review

True Link Financial Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.5% in Q2 2026, selling an estimated $30K and leaving 1,904 shares worth $655K. The position accounts for 0.04% of the portfolio, ranked #39.

True Link Financial Advisors first reported a position in VV in Q4 2020 and has held it in 8 quarters since. The position peaked at $3.31M in Q4 2021. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

True Link Financial Advisors held 1,904 shares of Vanguard Morningstar Large-Cap ETF worth $655K as of Q2 2026.
True Link Financial Advisors sold 90 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $30K.
Vanguard Morningstar Large-Cap ETF made up 0.04% of True Link Financial Advisors's portfolio in Q2 2026, its #39 holding.
True Link Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 8 quarters since.
True Link Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $3.31M in Q4 2021.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.