TS Financial Group (TSFG)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

TS Financial Group (TSFG)’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	$1.66M	Buy	4,828 +1	+0%	+$334	0.21%	61
2026 Q1	$1.44M	Buy	4,827 +2	+0%	+$626	0.22%	64
2025 Q4	$1.52M	Buy	4,825 +2	+0%	+$625	0.23%	63
2025 Q3	$1.49M	Buy	4,823 +2	+0%	+$592	0.24%	63
2025 Q2	$1.38M	Sell	4,821 -973	-17%	-$256K	0.25%	66
2025 Q1	$1.49M	Buy	5,794 +5	+0.1%	+$1.35K	0.3%	55
2024 Q4	$1.56M	Buy	5,789 +9	+0.2%	+$2.44K	0.32%	54
2024 Q3	$1.52M	Buy	5,780 +5	+0.1%	+$1.27K	0.33%	51
2024 Q2	$1.44M	Hold	5,775	–	–	0.34%	52
2024 Q1	$1.39M	Buy	5,775 +5	+0.1%	+$1.14K	0.35%	52
2023 Q4	$1.26M	Buy	5,770 +7	+0.1%	+$1.43K	0.4%	47
2023 Q3	$1.13M	Buy	5,763 +5	+0.1%	+$1.02K	0.4%	52
2023 Q2	$1.17M	Buy	5,758 +5	+0.1%	+$958	0.43%	50
2023 Q1	$1.07M	Buy	5,753 +206	+4%	+$37.5K	0.4%	54
2022 Q4	$966K	Buy	5,547 +5,000	+914%	+$877K	0.38%	53
2022 Q3	$89K	Hold	547	–	–	0.04%	180
2022 Q2	$94K	Hold	547	–	–	0.04%	190
2022 Q1	$114K	Hold	547	–	–	0.04%	183
2021 Q4	$121K	Hold	547	–	–	0.04%	184
2021 Q3	$110K	Hold	547	–	–	0.04%	198
2021 Q2	$110K	Buy	547 +17	+3%	+$3.32K	0.04%	197
2021 Q1	$98K	Hold	530	–	–	0.05%	171
2020 Q4	$93K	Hold	530	–	–	0.05%	168
2020 Q3	$83K	Hold	530	–	–	0.05%	156
2020 Q2	$76K	Hold	530	–	–	0.05%	162
2020 Q1	$63K	Hold	530	–	–	0.06%	164
2019 Q4	$78K	Hold	530	–	–	0.06%	176
2019 Q3	$72K	Hold	530	–	–	0.06%	173
2019 Q2	$71K	Hold	530	–	–	0.06%	180
2019 Q1	$69K	Buy	+530	New	+$66.3K	0.06%	173

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

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

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

TS Financial Group (TSFG)'s VV Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.02% in Q2 2026, buying an estimated $334 and bringing the position to 4,828 shares worth $1.66M. The position accounts for 0.21% of the portfolio, ranked #61.

TS Financial Group (TSFG) first reported a position in VV in Q1 2019 and has held it in 30 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

TS Financial Group (TSFG) held 4,828 shares of Vanguard Morningstar Large-Cap ETF worth $1.66M as of Q2 2026.
TS Financial Group (TSFG) bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
Vanguard Morningstar Large-Cap ETF made up 0.21% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #61 holding.
TS Financial Group (TSFG) first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2019 and has held it in 30 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.