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Trust Point Inc’s Vanguard 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
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

MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Point Inc's VV Position: Q2 2026 in Review

Trust Point Inc increased its Vanguard Large-Cap ETF (VV) stake by 14% in Q2 2026, buying an estimated $9.27M and bringing the position to 220,883 shares worth $76M. The position accounts for 6.45% of the portfolio, ranked #3.

Trust Point Inc first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 274 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Trust Point Inc held 220,883 shares of Vanguard Large-Cap ETF worth $76M as of Q2 2026.
  • Trust Point Inc bought 27,795 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $9.27M.
  • Vanguard Large-Cap ETF made up 6.45% of Trust Point Inc's portfolio in Q2 2026, its #3 holding.
  • Trust Point Inc first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 274 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.