TI
VV icon

Truepoint Inc’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Truepoint Inc’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 		$117M Sell
339,923
-12,367
-4% -$4.13M 2.44% 12
2026
Q1 		$105M Buy
352,290
+53,865
+18% +$16.9M 2.35% 12
2025
Q4 		$93.9M Sell
298,425
-7,843
-3% -$2.45M 2.11% 13
2025
Q3 		$94.3M Sell
306,268
-5,126
-2% -$1.52M 2.19% 13
2025
Q2 		$88.8M Sell
311,394
-298
-0.1% -$78.5K 2.21% 12
2025
Q1 		$80.1M Buy
311,692
+63,794
+26% +$17.3M 2.17% 13
2024
Q4 		$66.9M Sell
247,898
-3,418
-1% -$926K 1.79% 16
2024
Q3 		$66.2M Sell
251,316
-4,065
-2% -$1.03M 1.78% 15
2024
Q2 		$63.7M Sell
255,381
-6,491
-2% -$1.56M 1.82% 15
2024
Q1 		$62.8M Sell
261,872
-17,763
-6% -$4.06M 1.78% 15
2023
Q4 		$61M Buy
279,635
+11,127
+4% +$2.27M 1.79% 15
2023
Q3 		$52.5M Sell
268,508
-10,915
-4% -$2.22M 1.69% 15
2023
Q2 		$56.6M Sell
279,423
-10,642
-4% -$2.04M 1.88% 14
2023
Q1 		$54.2M Sell
290,065
-34,395
-11% -$6.26M 1.87% 14
2022
Q4 		$56.5M Buy
324,460
+167,829
+107% +$29.4M 2.04% 13
2022
Q3 		$25.6M Buy
156,631
+33,995
+28% +$6.18M 1.31% 16
2022
Q2 		$21.1M Sell
122,636
-16,549
-12% -$3.11M 1.1% 15
2022
Q1 		$29M Buy
139,185
+137,346
+7,469% +$28.2M 1.38% 14
2021
Q4 		$406K Sell
1,839
-272
-13% -$58.3K 0.02% 99
2021
Q3 		$424K Buy
+2,111
New +$436K 0.02% 92
2017
Q4 		– Sell
-8,075
Closed -$932K – 111
2017
Q3 		$932K Buy
+8,075
New +$914K 0.09% 31

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc's VV Position: Q2 2026 in Review

Truepoint Inc reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.5% in Q2 2026, selling an estimated $4.13M and leaving 339,923 shares worth $117M. The position accounts for 2.44% of the portfolio, ranked #12.

Truepoint Inc first reported a position in VV in Q3 2017 and has held it in 21 quarters since. 1,373 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Truepoint Inc held 339,923 shares of Vanguard Morningstar Large-Cap ETF worth $117M as of Q2 2026.
  • Truepoint Inc sold 12,367 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $4.13M.
  • Vanguard Morningstar Large-Cap ETF made up 2.44% of Truepoint Inc's portfolio in Q2 2026, its #12 holding.
  • Truepoint Inc first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2017 and has held it in 21 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.