TruNorth Capital Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

TruNorth Capital Management’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
2025 Q4	–	Sell	-24	Closed	-$7.39K	–	385
2025 Q3	$7.39K	Hold	24	–	–	﹤0.01%	352
2025 Q2	$6.85K	Hold	24	–	–	﹤0.01%	300
2025 Q1	$6.17K	Hold	24	–	–	﹤0.01%	386
2024 Q4	$6.47K	Hold	24	–	–	﹤0.01%	306
2024 Q3	$6.32K	Hold	24	–	–	﹤0.01%	308
2024 Q2	$5.99K	Hold	24	–	–	﹤0.01%	279
2024 Q1	$5.75K	Buy	+24	New	+$5.49K	﹤0.01%	206

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TruNorth Capital Management's VV Position: Q4 2025 in Review

TruNorth Capital Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2025, closing a stake of 24 shares — an estimated $7.39K sold.

TruNorth Capital Management first reported a position in VV in Q1 2024 and held it in 7 quarters. The position peaked at $7.39K in Q3 2025. 1,330 funds tracked by Wall St. Rank hold VV as of Q4 2025.

TruNorth Capital Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2025 after selling out during the quarter.
TruNorth Capital Management sold 24 Vanguard Morningstar Large-Cap ETF shares in Q4 2025, an estimated $7.39K.
TruNorth Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and held it in 7 quarters.
TruNorth Capital Management's Vanguard Morningstar Large-Cap ETF position peaked at $7.39K in Q3 2025.
1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.