True North Advisors’s Vanguard Morningstar 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 Q2	$698K	Hold	2,029	–	–	0.07%	152
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 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 North Advisors's VV Position: Q2 2026 in Review

True North Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 2,029 shares worth $698K. The position accounts for 0.07% of the portfolio, ranked #152.

True North Advisors first reported a position in VV in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.17M in Q4 2025. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

True North Advisors held 2,029 shares of Vanguard Morningstar Large-Cap ETF worth $698K as of Q2 2026.
True North Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.07% of True North Advisors's portfolio in Q2 2026, its #152 holding.
True North Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 14 quarters since.
True North Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $1.17M in Q4 2025.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.