Allred Capital Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Allred Capital Management’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	$365K	Sell	1,063 -20	-2%	-$6.67K	0.12%	126
2026 Q1	$324K	Sell	1,083 -22	-2%	-$6.88K	0.12%	124
2025 Q4	$348K	Sell	1,105 -72	-6%	-$22.5K	0.13%	124
2025 Q3	$362K	Sell	1,177 -37	-3%	-$11K	0.13%	127
2025 Q2	$347K	Sell	1,214 -425	-26%	-$112K	0.13%	122
2025 Q1	$421K	Sell	1,639 -148	-8%	-$40.1K	0.17%	112
2024 Q4	$482K	Buy	1,787 +7	+0.4%	+$1.9K	0.19%	110
2024 Q3	$469K	Buy	1,780 +5	+0.3%	+$1.27K	0.18%	107
2024 Q2	$443K	Sell	1,775 -36	-2%	-$8.65K	0.17%	116
2024 Q1	$434K	Sell	1,811 -195	-10%	-$44.6K	0.17%	118
2023 Q4	$438K	Buy	2,006 +7	+0.4%	+$1.43K	0.19%	110
2023 Q3	$391K	Buy	1,999 +5	+0.3%	+$1.02K	0.19%	100
2023 Q2	$404K	Sell	1,994 -19	-0.9%	-$3.64K	0.2%	95
2023 Q1	$376K	Buy	2,013 +7	+0.3%	+$1.27K	0.2%	96
2022 Q4	$350K	Sell	2,006 -493	-20%	-$86.5K	0.19%	100
2022 Q3	$408K	Sell	2,499 -28	-1%	-$5.09K	0.25%	89
2022 Q2	$435K	Buy	2,527 +6	+0.2%	+$1.13K	0.27%	86
2022 Q1	$525K	Sell	2,521 -377	-13%	-$77.4K	0.28%	88
2021 Q4	$640K	Sell	2,898 -94	-3%	-$20.2K	0.31%	79
2021 Q3	$601K	Sell	2,992 -19	-0.6%	-$3.93K	0.31%	81
2021 Q2	$604K	Buy	3,011 +6	+0.2%	+$1.17K	0.3%	81
2021 Q1	$557K	Sell	3,005 -211	-7%	-$38.2K	0.25%	89
2020 Q4	$565K	Buy	3,216 +8	+0.2%	+$1.33K	0.31%	84
2020 Q3	$501K	Sell	3,208 -97	-3%	-$15K	0.3%	85
2020 Q2	$472K	Buy	3,305 +10	+0.3%	+$1.35K	0.3%	86
2020 Q1	$390K	Sell	3,295 -658	-17%	-$92.4K	0.3%	82
2019 Q4	$584K	Buy	3,953 +14	+0.4%	+$1.98K	0.32%	74
2019 Q3	$530K	Sell	3,939 -57	-1%	-$7.74K	0.32%	84
2019 Q2	$544K	Buy	3,996 +12	+0.3%	+$1.59K	0.31%	88
2019 Q1	$523K	Buy	3,984 +16	+0.4%	+$2K	0.3%	94
2018 Q4	$455K	Buy	+3,968	New	+$491K	0.3%	95

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

Allred Capital Management's VV Position: Q2 2026 in Review

Allred Capital Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.8% in Q2 2026, selling an estimated $6.67K and leaving 1,063 shares worth $365K. The position accounts for 0.12% of the portfolio, ranked #126.

Allred Capital Management first reported a position in VV in Q4 2018 and has held it in 31 quarters since. The position peaked at $640K in Q4 2021. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Allred Capital Management held 1,063 shares of Vanguard Morningstar Large-Cap ETF worth $365K as of Q2 2026.
Allred Capital Management sold 20 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $6.67K.
Vanguard Morningstar Large-Cap ETF made up 0.12% of Allred Capital Management's portfolio in Q2 2026, its #126 holding.
Allred Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Allred Capital Management's Vanguard Morningstar Large-Cap ETF position peaked at $640K in Q4 2021.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Allred Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.