TSA Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

TSA Wealth Management’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	$327K	Sell	952 -746	-44%	-$249K	0.09%	84
2026 Q1	$507K	Sell	1,698 -291	-15%	-$91K	0.16%	58
2025 Q4	$626K	Sell	1,989 -31	-2%	-$9.68K	0.21%	55
2025 Q3	$622K	Sell	2,020 -24	-1%	-$7.11K	0.21%	52
2025 Q2	$583K	Sell	2,044 -41	-2%	-$10.8K	0.21%	51
2025 Q1	$536K	Buy	+2,085	New	+$565K	0.21%	48

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

TSA Wealth Management's VV Position: Q2 2026 in Review

TSA Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 44% in Q2 2026, selling an estimated $249K and leaving 952 shares worth $327K. The position accounts for 0.09% of the portfolio, ranked #84.

TSA Wealth Management first reported a position in VV in Q1 2025 and has held it in 6 quarters since. The position peaked at $626K in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

TSA Wealth Management held 952 shares of Vanguard Morningstar Large-Cap ETF worth $327K as of Q2 2026.
TSA Wealth Management sold 746 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $249K.
Vanguard Morningstar Large-Cap ETF made up 0.09% of TSA Wealth Management's portfolio in Q2 2026, its #84 holding.
TSA Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2025 and has held it in 6 quarters since.
TSA Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $626K in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.