Trust Company’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Trust Company’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 Q3	$4.41M	Sell	12,545 -3	-0%	-$1.05K	0.38%	33
2026 Q2	$4.32M	Hold	12,548	–	–	0.39%	34
2026 Q1	$3.75M	Hold	12,548	–	–	0.35%	34
2025 Q4	$3.95M	Buy	12,548 +10,334	+467%	+$3.23M	0.37%	36
2025 Q3	$682K	Hold	2,214	–	–	0.07%	74
2025 Q2	$632K	Hold	2,214	–	–	0.07%	75
2025 Q1	$569K	Hold	2,214	–	–	0.07%	81
2024 Q4	$597K	Hold	2,214	–	–	0.07%	83
2024 Q3	$583K	Hold	2,214	–	–	0.07%	77
2024 Q2	$553K	Buy	2,214 +2,068	+1,416%	+$497K	0.07%	80
2024 Q1	$35K	Hold	146	–	–	﹤0.01%	210
2023 Q4	$31.9K	Hold	146	–	–	﹤0.01%	203
2023 Q3	$28.6K	Hold	146	–	–	﹤0.01%	216
2023 Q2	$29.6K	Hold	146	–	–	﹤0.01%	215
2023 Q1	$27.3K	Hold	146	–	–	﹤0.01%	211
2022 Q4	$25K	Hold	146	–	–	﹤0.01%	214
2022 Q3	$24K	Hold	146	–	–	0.01%	218
2022 Q2	$25K	Hold	146	–	–	0.01%	229
2022 Q1	$30K	Hold	146	–	–	0.01%	229
2021 Q4	$32K	Buy	+146	New	+$31.3K	0.01%	208

Other funds holding VV

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

BHPW

Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Trust Company's VV Position: Q3 2026 in Review

Trust Company reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.02% in Q3 2026, selling an estimated $1.05K and leaving 12,545 shares worth $4.41M. The position accounts for 0.38% of the portfolio, ranked #33.

Trust Company first reported a position in VV in Q4 2021 and has held it in 20 quarters since. 94 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Trust Company held 12,545 shares of Vanguard Morningstar Large-Cap ETF worth $4.41M as of Q3 2026.
Trust Company sold 3 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $1.05K.
Vanguard Morningstar Large-Cap ETF made up 0.38% of Trust Company's portfolio in Q3 2026, its #33 holding.
Trust Company first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 20 quarters since.
94 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.