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

Whittier 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 		$11.7M Sell
33,923
-158
-0.5% -$52.7K 0.12% 135
2026
Q1 		$10.3M Sell
34,081
-2,451
-7% -$767K 0.12% 134
2025
Q4 		$11.7M Sell
36,532
-598
-2% -$187K 0.13% 137
2025
Q3 		$11.5M Buy
37,130
+1,609
+5% +$476K 0.13% 135
2025
Q2 		$10.1M Buy
35,521
+1,938
+6% +$511K 0.12% 142
2025
Q1 		$8.63M Buy
33,583
+123
+0.4% +$33.3K 0.12% 151
2024
Q4 		$9.02M Sell
33,460
-159
-0.5% -$43.1K 0.12% 146
2024
Q3 		$8.85M Sell
33,619
-557
-2% -$141K 0.12% 145
2024
Q2 		$8.53M Sell
34,176
-477
-1% -$115K 0.12% 146
2024
Q1 		$8.31M Buy
34,653
+1,674
+5% +$383K 0.12% 150
2023
Q4 		$7.19M Buy
32,979
+9,182
+39% +$1.88M 0.12% 160
2023
Q3 		$4.66M Sell
23,797
-474
-2% -$96.5K 0.08% 189
2023
Q2 		$4.92M Sell
24,271
-379
-2% -$72.6K 0.09% 192
2023
Q1 		$4.6M Buy
24,650
+422
+2% +$76.8K 0.08% 195
2022
Q4 		$4.22M Buy
24,228
+4,452
+23% +$781K 0.08% 199
2022
Q3 		$3.23M Sell
19,776
-192
-1% -$34.9K 0.07% 214
2022
Q2 		$3.44M Buy
19,968
+269
+1% +$50.5K 0.07% 218
2022
Q1 		$4.11M Sell
19,699
-88
-0.4% -$18.1K 0.07% 211
2021
Q4 		$4.37M Buy
19,787
+1,283
+7% +$275K 0.07% 211
2021
Q3 		$3.72M Buy
18,504
+1,796
+11% +$371K 0.07% 221
2021
Q2 		$3.35M Buy
16,708
+460
+3% +$89.8K 0.06% 225
2021
Q1 		$3.01M Sell
16,248
-18,468
-53% -$3.35M 0.06% 228
2020
Q4 		$6.1M Sell
34,716
-196
-0.6% -$32.6K 0.13% 147
2020
Q3 		$5.46M Hold
34,912
– – 0.13% 146
2020
Q2 		$4.99M Buy
34,912
+6,316
+22% +$854K 0.14% 146
2020
Q1 		$3.39M Sell
28,596
-187
-0.6% -$26.3K 0.11% 167
2019
Q4 		$4.25M Sell
28,783
-327
-1% -$46.3K 0.11% 175
2019
Q3 		$3.97M Hold
29,110
– – 0.11% 173
2019
Q2 		$3.92M Buy
29,110
+85
+0.3% +$11.2K 0.12% 169
2019
Q1 		$3.77M Sell
29,025
-185
-0.6% -$23.1K 0.12% 167
2018
Q4 		$3.35M Sell
29,210
-3,189
-10% -$395K 0.12% 167
2018
Q3 		$4.33M Hold
32,399
– – 0.13% 153
2018
Q2 		$4.04M Sell
32,399
-856
-3% -$106K 0.13% 156
2018
Q1 		$4.03M Buy
33,255
+3,726
+13% +$468K 0.14% 157
2017
Q4 		$3.62M Sell
29,529
-254
-0.9% -$30.4K 0.13% 161
2017
Q3 		$3.44M Sell
29,783
-319
-1% -$36.1K 0.13% 169
2017
Q2 		$3.34M Hold
30,102
– – 0.13% 165
2017
Q1 		$3.25M Buy
30,102
+3,800
+14% +$405K 0.13% 163
2016
Q4 		$2.69M Hold
26,302
– – 0.11% 173
2016
Q3 		$2.61M Buy
26,302
+25
+0.1% +$2.48K 0.11% 174
2016
Q2 		$2.52M Sell
26,277
-386
-1% -$36.6K 0.11% 177
2016
Q1 		$2.51M Hold
26,663
– – 0.11% 175
2015
Q4 		$2.49M Sell
26,663
-350
-1% -$33K 0.11% 177
2015
Q3 		$2.38M Hold
27,013
– – 0.12% 178
2015
Q2 		$2.56M Hold
27,013
– – 0.11% 176
2015
Q1 		$2.57M Hold
27,013
– – 0.12% 165
2014
Q4 		$2.55M Hold
27,013
– – 0.12% 170
2014
Q3 		$2.44M Sell
27,013
-250
-0.9% -$22.7K 0.12% 167
2014
Q2 		$2.45M Sell
27,263
-414
-1% -$36.2K 0.12% 163
2014
Q1 		$2.38M Sell
27,677
-5,000
-15% -$422K 0.12% 157
2013
Q4 		$2.77M Buy
32,677
+42
+0.1% +$3.42K 0.14% 146
2013
Q3 		$2.52M Hold
32,635
– – 0.14% 153
2013
Q2 		$2.4M Buy
+32,635
New +$2.41M 0.13% 150

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Whittier Trust's VV Position: Q2 2026 in Review

Whittier Trust reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.46% in Q2 2026, selling an estimated $52.7K and leaving 33,923 shares worth $11.7M. The position accounts for 0.12% of the portfolio, ranked #135.

Whittier Trust first reported a position in VV in Q2 2013 and has held it in 53 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Whittier Trust held 33,923 shares of Vanguard Morningstar Large-Cap ETF worth $11.7M as of Q2 2026.
  • Whittier Trust sold 158 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $52.7K.
  • Vanguard Morningstar Large-Cap ETF made up 0.12% of Whittier Trust's portfolio in Q2 2026, its #135 holding.
  • Whittier Trust first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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