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

WhitTier Trust Company’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 		$20.3M Sell
59,000
-1,661
-3% -$554K 0.38% 59
2026
Q1 		$18.4M Sell
60,661
-1,211
-2% -$379K 0.38% 62
2025
Q4 		$19.8M Sell
61,872
-305
-0.5% -$95.2K 0.41% 55
2025
Q3 		$19.2M Sell
62,177
-2,816
-4% -$834K 0.41% 57
2025
Q2 		$18.5M Buy
64,993
+229
+0.4% +$60.3K 0.42% 55
2025
Q1 		$16.6M Sell
64,764
-793
-1% -$215K 0.42% 57
2024
Q4 		$17.7M Buy
65,557
+55
+0.1% +$14.9K 0.43% 53
2024
Q3 		$17.2M Sell
65,502
-574
-0.9% -$146K 0.45% 55
2024
Q2 		$16.5M Sell
66,076
-342
-0.5% -$82.2K 0.46% 49
2024
Q1 		$15.9M Sell
66,418
-265
-0.4% -$60.6K 0.46% 50
2023
Q4 		$14.5M Buy
66,683
+5,327
+9% +$1.09M 0.47% 50
2023
Q3 		$12M Sell
61,356
-350
-0.6% -$71.3K 0.43% 56
2023
Q2 		$12.5M Sell
61,706
-780
-1% -$150K 0.42% 54
2023
Q1 		$11.7M Sell
62,486
-183
-0.3% -$33.3K 0.43% 56
2022
Q4 		$10.9M Buy
62,669
+12,233
+24% +$2.15M 0.43% 59
2022
Q3 		$8.25M Sell
50,436
-45
-0.1% -$8.18K 0.35% 67
2022
Q2 		$8.7M Buy
50,481
+3,319
+7% +$623K 0.36% 69
2022
Q1 		$9.83M Sell
47,162
-1,041
-2% -$214K 0.36% 67
2021
Q4 		$10.7M Sell
48,203
-275
-0.6% -$59K 0.39% 62
2021
Q3 		$9.74M Sell
48,478
-506
-1% -$105K 0.4% 60
2021
Q2 		$9.83M Sell
48,984
-70
-0.1% -$13.7K 0.41% 59
2021
Q1 		$9.09M Buy
49,054
+19,855
+68% +$3.6M 0.41% 60
2020
Q4 		$5.13M Buy
29,199
+221
+0.8% +$36.7K 0.26% 93
2020
Q3 		$4.53M Buy
28,978
+166
+0.6% +$25.6K 0.26% 95
2020
Q2 		$4.12M Buy
28,812
+23,062
+401% +$3.12M 0.26% 92
2020
Q1 		$681K Buy
5,750
+5,393
+1,511% +$758K 0.05% 231
2019
Q4 		$53K Hold
357
– – ﹤0.01% 585
2019
Q3 		$49K Hold
357
– – ﹤0.01% 597
2019
Q2 		$48K Hold
357
– – ﹤0.01% 593
2019
Q1 		$46K Hold
357
– – ﹤0.01% 598
2018
Q4 		$41K Hold
357
– – ﹤0.01% 609
2018
Q3 		$48K Hold
357
– – ﹤0.01% 615
2018
Q2 		$45K Hold
357
– – ﹤0.01% 627
2018
Q1 		$43K Hold
357
– – ﹤0.01% 639
2017
Q4 		$44K Sell
357
-50
-12% -$5.97K ﹤0.01% 590
2017
Q3 		$47K Hold
407
– – ﹤0.01% 555
2017
Q2 		$45K Hold
407
– – ﹤0.01% 551
2017
Q1 		$44K Hold
407
– – ﹤0.01% 548
2016
Q4 		$42K Hold
407
– – ﹤0.01% 562
2016
Q3 		$40K Hold
407
– – ﹤0.01% 558
2016
Q2 		$39K Hold
407
– – ﹤0.01% 564
2016
Q1 		$38K Hold
407
– – ﹤0.01% 567
2015
Q4 		$38K Hold
407
– – ﹤0.01% 568
2015
Q3 		$36K Hold
407
– – ﹤0.01% 581
2015
Q2 		$39K Hold
407
– – ﹤0.01% 581
2015
Q1 		$39K Hold
407
– – ﹤0.01% 580
2014
Q4 		$38K Hold
407
– – ﹤0.01% 583
2014
Q3 		$37K Buy
+407
New +$37K ﹤0.01% 592

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

WhitTier Trust Company's VV Position: Q2 2026 in Review

WhitTier Trust Company reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.7% in Q2 2026, selling an estimated $554K and leaving 59,000 shares worth $20.3M. The position accounts for 0.38% of the portfolio, ranked #59.

WhitTier Trust Company first reported a position in VV in Q3 2014 and has held it in 48 quarters since. 646 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • WhitTier Trust Company held 59,000 shares of Vanguard Morningstar Large-Cap ETF worth $20.3M as of Q2 2026.
  • WhitTier Trust Company sold 1,661 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $554K.
  • Vanguard Morningstar Large-Cap ETF made up 0.38% of WhitTier Trust Company's portfolio in Q2 2026, its #59 holding.
  • WhitTier Trust Company first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2014 and has held it in 48 quarters since.
  • 646 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.