Turtle Creek Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$129K Hold
375
0.01% 467
2026
Q1
$112K Buy
+375
New +$117K 0.01% 415
2024
Q3
Sell
-412
Closed -$103K 203
2024
Q2
$103K Hold
412
0.02% 166
2024
Q1
$98.8K Buy
412
+74
+22% +$16.9K 0.02% 159
2023
Q4
$73.7K Buy
+338
New +$69.1K 0.02% 225

Other funds holding VV

Turtle Creek Wealth Advisors's VV Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 375 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #467.

Turtle Creek Wealth Advisors first reported a position in VV in Q4 2023 and has held it in 5 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Turtle Creek Wealth Advisors held 375 shares of Vanguard Morningstar Large-Cap ETF worth $129K as of Q2 2026.
  • Turtle Creek Wealth Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #467 holding.
  • Turtle Creek Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.