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TruWealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

TruWealth Advisors’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 		$603K Buy
2,017
+33
+2% +$10.3K 0.03% 112
2025
Q4 		$624K Sell
1,984
-30
-1% -$9.37K 0.03% 110
2025
Q3 		$620K Buy
2,014
+1
+0% +$296 0.03% 110
2025
Q2 		$574K Hold
2,013
– – 0.03% 109
2025
Q1 		$517K Buy
2,013
+1
+0% +$271 0.03% 108
2024
Q4 		$543K Buy
2,012
+2
+0.1% +$542 0.03% 105
2024
Q3 		$529K Buy
2,010
+2
+0.1% +$507 0.03% 102
2024
Q2 		$501K Hold
2,008
– – 0.03% 102
2024
Q1 		$482K Buy
2,008
+1
+0% +$229 0.03% 104
2023
Q4 		$438K Buy
2,007
+532
+36% +$109K 0.03% 98
2023
Q3 		$289K Buy
1,475
+2
+0.1% +$407 0.02% 117
2023
Q2 		$299K Sell
1,473
-47
-3% -$9.01K 0.03% 115
2023
Q1 		$284K Buy
1,520
+77
+5% +$14K 0.03% 123
2022
Q4 		$251K Buy
1,443
+75
+5% +$13.2K 0.02% 122
2022
Q3 		$224K Buy
1,368
+78
+6% +$14.2K 0.02% 123
2022
Q2 		$222K Buy
1,290
+219
+20% +$41.1K 0.02% 124
2022
Q1 		$223K Buy
+1,071
New +$220K 0.02% 115

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TruWealth Advisors's VV Position: Q1 2026 in Review

TruWealth Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.7% in Q1 2026, buying an estimated $10.3K and bringing the position to 2,017 shares worth $603K. The position accounts for 0.03% of the portfolio, ranked #112.

TruWealth Advisors first reported a position in VV in Q1 2022 and has held it in 17 quarters since. The position peaked at $624K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • TruWealth Advisors held 2,017 shares of Vanguard Morningstar Large-Cap ETF worth $603K as of Q1 2026.
  • TruWealth Advisors bought 33 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $10.3K.
  • Vanguard Morningstar Large-Cap ETF made up 0.03% of TruWealth Advisors's portfolio in Q1 2026, its #112 holding.
  • TruWealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • TruWealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $624K in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.