True North Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

True North 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 Q1	$606K	Sell	2,029 -1,700	-46%	-$532K	0.07%	146
2025 Q4	$1.17M	Buy	+3,729	New	+$1.16M	0.15%	96
2025 Q3	–	Sell	-3,729	Closed	-$1.06M	–	256
2025 Q2	$1.06M	Hold	3,729	–	–	0.2%	91
2025 Q1	$958K	Buy	+3,729	New	+$1.01M	0.17%	94
2024 Q4	–	Sell	-4,385	Closed	-$1.15M	–	234
2024 Q3	$1.15M	Hold	4,385	–	–	0.3%	56
2024 Q2	$1.09M	Sell	4,385 -132	-3%	-$31.7K	0.29%	56
2024 Q1	$1.08M	Buy	4,517 +2,474	+121%	+$566K	0.3%	59
2023 Q4	$446K	Buy	2,043 +69	+3%	+$14.1K	0.11%	105
2023 Q3	$386K	Hold	1,974	–	–	0.12%	124
2023 Q2	$400K	Buy	+1,974	New	+$378K	0.11%	135
2022 Q4	–	Sell	-1,720	Closed	-$281K	–	214
2022 Q3	$281K	Hold	1,720	–	–	0.09%	146
2022 Q2	$296K	Hold	1,720	–	–	0.09%	149
2022 Q1	$358K	Buy	+1,720	New	+$353K	0.1%	147

Other funds holding VV

Jones Financial Companies

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

Creative Planning

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management

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

Bank of America

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

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

PNC Financial Services Group

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