TI
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Truepoint Inc’s Vanguard 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
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 $208B AUM 16.12% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
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
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc's VV Position: Q1 2026 in Review

Truepoint Inc increased its Vanguard Large-Cap ETF (VV) stake by 18% in Q1 2026, buying an estimated $16.9M and bringing the position to 352,290 shares worth $105M. The position accounts for 2.35% of the portfolio, ranked #12.

Truepoint Inc first reported a position in VV in Q3 2017 and has held it in 20 quarters since. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Truepoint Inc held 352,290 shares of Vanguard Large-Cap ETF worth $105M as of Q1 2026.
  • Truepoint Inc bought 53,865 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $16.9M.
  • Vanguard Large-Cap ETF made up 2.35% of Truepoint Inc's portfolio in Q1 2026, its #12 holding.
  • Truepoint Inc first reported a position in Vanguard Large-Cap ETF in Q3 2017 and has held it in 20 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.