Washington Trust’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Washington Trust’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	$5.14M	Sell	14,960 -818	-5%	-$273K	0.16%	100
2026 Q1	$4.72M	Sell	15,778 -177	-1%	-$55.4K	0.16%	101
2025 Q4	$5.02M	Hold	15,955	–	–	0.16%	101
2025 Q3	$4.91M	Sell	15,955 -70	-0.4%	-$20.7K	0.16%	105
2025 Q2	$4.57M	Sell	16,025 -55	-0.3%	-$14.5K	0.16%	102
2025 Q1	$4.13M	Sell	16,080 -25	-0.2%	-$6.77K	0.16%	104
2024 Q4	$4.34M	Sell	16,105 -380	-2%	-$103K	0.16%	103
2024 Q3	$4.34M	Hold	16,485	–	–	0.15%	105
2024 Q2	$4.11M	Hold	16,485	–	–	0.15%	104
2024 Q1	$3.95M	Buy	16,485 +650	+4%	+$149K	0.15%	109
2023 Q4	$3.45M	Buy	+15,835	New	+$3.24M	0.14%	109

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

Washington Trust's VV Position: Q2 2026 in Review

Washington Trust reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.2% in Q2 2026, selling an estimated $273K and leaving 14,960 shares worth $5.14M. The position accounts for 0.16% of the portfolio, ranked #100.

Washington Trust first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Washington Trust held 14,960 shares of Vanguard Morningstar Large-Cap ETF worth $5.14M as of Q2 2026.
Washington Trust sold 818 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $273K.
Vanguard Morningstar Large-Cap ETF made up 0.16% of Washington Trust's portfolio in Q2 2026, its #100 holding.
Washington Trust first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Washington Trust's 13F filing for Q2 2026, filed 3 Aug 2026.