BOC
VV icon

Blue Oak Capital’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Blue Oak Capital’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
2025
Q2 		$656K Hold
2,293
– – 0.34% 41
2025
Q1 		$589K Hold
2,293
– – 0.33% 41
2024
Q4 		$618K Buy
+2,293
New +$621K 0.38% 43

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Blue Oak Capital's VV Position: Q2 2025 in Review

Blue Oak Capital held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2025 at 2,293 shares worth $656K. The position accounts for 0.34% of the portfolio, ranked #41.

Blue Oak Capital first reported a position in VV in Q4 2024 and has held it in 3 quarters since. 1,227 funds tracked by Wall St. Rank hold VV as of Q2 2025.

  • Blue Oak Capital held 2,293 shares of Vanguard Morningstar Large-Cap ETF worth $656K as of Q2 2025.
  • Blue Oak Capital left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2025.
  • Vanguard Morningstar Large-Cap ETF made up 0.34% of Blue Oak Capital's portfolio in Q2 2025, its #41 holding.
  • Blue Oak Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.