Trust Point Inc
VV icon

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

Trust Point 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
Q3 		$86.5M Buy
245,763
+24,880
+11% +$8.71M 6.48% 3
2026
Q2 		$76M Buy
220,883
+27,795
+14% +$9.27M 6.45% 3
2026
Q1 		$57.7M Sell
193,088
-13,586
-7% -$4.25M 5.01% 4
2025
Q4 		$65.1M Sell
206,674
-9,987
-5% -$3.12M 5.14% 4
2025
Q3 		$66.7M Sell
216,661
-2,502
-1% -$741K 5.39% 4
2025
Q2 		$62.5M Sell
219,163
-14,594
-6% -$3.85M 5.9% 4
2025
Q1 		$60.1M Sell
233,757
-28,262
-11% -$7.66M 5.48% 4
2024
Q4 		$70.7M Buy
262,019
+29,847
+13% +$8.09M 4.9% 4
2024
Q3 		$61.1M Sell
232,172
-10,706
-4% -$2.72M 4.59% 4
2024
Q2 		$60.6M Buy
242,878
+4,054
+2% +$974K 4.86% 4
2024
Q1 		$57.3M Sell
238,824
-8,940
-4% -$2.05M 4.5% 4
2023
Q4 		$54M Buy
+247,764
New +$50.6M 4.47% 4

Other funds holding VV

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Financial Planning Navigators
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
Addis & Hill
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Trust Point Inc's VV Position: Q3 2026 in Review

Trust Point Inc increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 11% in Q3 2026, buying an estimated $8.71M and bringing the position to 245,763 shares worth $86.5M. The position accounts for 6.48% of the portfolio, ranked #3.

Trust Point Inc first reported a position in VV in Q4 2023 and has held it in 12 quarters since. 550 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Trust Point Inc held 245,763 shares of Vanguard Morningstar Large-Cap ETF worth $86.5M as of Q3 2026.
  • Trust Point Inc bought 24,880 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $8.71M.
  • Vanguard Morningstar Large-Cap ETF made up 6.48% of Trust Point Inc's portfolio in Q3 2026, its #3 holding.
  • Trust Point Inc first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • 550 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Trust Point Inc's 13F filing for Q3 2026, filed 27 Oct 2026.