Twin Focus Capital Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Twin Focus Capital Partners’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	$5.08M	Buy	14,776 +300	+2%	+$100K	0.52%	44
2026 Q1	$4.33M	Buy	14,476 +436	+3%	+$136K	0.5%	44
2025 Q4	$4.42M	Hold	14,040	–	–	0.51%	44
2025 Q3	$4.32M	Sell	14,040 -120	-0.8%	-$35.5K	0.55%	38
2025 Q2	$4.04M	Buy	14,160 +1,400	+11%	+$369K	0.57%	41
2025 Q1	$3.28M	Hold	12,760	–	–	0.51%	44
2024 Q4	$3.44M	Buy	12,760 +190	+2%	+$51.5K	0.51%	45
2024 Q3	$3.31M	Buy	12,570 +6,050	+93%	+$1.53M	0.52%	41
2024 Q2	$1.63M	Buy	6,520 +800	+14%	+$192K	0.26%	59
2024 Q1	$1.37M	Sell	5,720 -200	-3%	-$45.8K	0.26%	62
2023 Q4	$1.29M	Buy	5,920 +3,310	+127%	+$677K	0.26%	62
2023 Q3	$511K	Sell	2,610 -430	-14%	-$87.6K	0.11%	96
2023 Q2	$616K	Sell	3,040 -18,800	-86%	-$3.6M	0.12%	98
2023 Q1	$4.08M	Sell	21,840 -1,840	-8%	-$335K	0.81%	39
2022 Q4	$4.13M	Buy	23,680 +21,030	+794%	+$3.69M	0.86%	38
2022 Q3	$433K	Hold	2,650	–	–	0.1%	103
2022 Q2	$457K	Hold	2,650	–	–	0.1%	105
2022 Q1	$552K	Hold	2,650	–	–	0.11%	97
2021 Q4	$586K	Sell	2,650 -310	-10%	-$66.5K	0.12%	93
2021 Q3	$595K	Hold	2,960	–	–	0.14%	81
2021 Q2	$594K	Sell	2,960 -470	-14%	-$91.7K	0.14%	86
2021 Q1	$636K	Hold	3,430	–	–	0.18%	72
2020 Q4	$603K	Sell	3,430 -390	-10%	-$64.8K	0.18%	70
2020 Q3	$598K	Hold	3,820	–	–	0.22%	64
2020 Q2	$546K	Buy	+3,820	New	+$516K	0.22%	64

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

Twin Focus Capital Partners's VV Position: Q2 2026 in Review

Twin Focus Capital Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.1% in Q2 2026, buying an estimated $100K and bringing the position to 14,776 shares worth $5.08M. The position accounts for 0.52% of the portfolio, ranked #44.

Twin Focus Capital Partners first reported a position in VV in Q2 2020 and has held it in 25 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Twin Focus Capital Partners held 14,776 shares of Vanguard Morningstar Large-Cap ETF worth $5.08M as of Q2 2026.
Twin Focus Capital Partners bought 300 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $100K.
Vanguard Morningstar Large-Cap ETF made up 0.52% of Twin Focus Capital Partners's portfolio in Q2 2026, its #44 holding.
Twin Focus Capital Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and has held it in 25 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Twin Focus Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.