Washington Trust
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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
Q3 		$5.24M Sell
14,896
-64
-0.4% -$22.4K 0.16% 98
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

Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Financial Planning Navigators
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
Addis & Hill
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Washington Trust's VV Position: Q3 2026 in Review

Washington Trust reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.43% in Q3 2026, selling an estimated $22.4K and leaving 14,896 shares worth $5.24M. The position accounts for 0.16% of the portfolio, ranked #98.

Washington Trust first reported a position in VV in Q4 2023 and has held it in 12 quarters since. 474 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Washington Trust held 14,896 shares of Vanguard Morningstar Large-Cap ETF worth $5.24M as of Q3 2026.
  • Washington Trust sold 64 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $22.4K.
  • Vanguard Morningstar Large-Cap ETF made up 0.16% of Washington Trust's portfolio in Q3 2026, its #98 holding.
  • Washington Trust first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • 474 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Washington Trust's 13F filing for Q3 2026, filed 22 Oct 2026.