Caldwell Sutter Capital’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Caldwell Sutter 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
2026 Q2	$287K	Hold	834	–	–	0.11%	180
2026 Q1	$249K	Hold	834	–	–	0.1%	191
2025 Q4	$263K	Hold	834	–	–	0.11%	178
2025 Q3	$257K	Sell	834 -53	-6%	-$15.7K	0.11%	177
2025 Q2	$253K	Hold	887	–	–	0.12%	168
2025 Q1	$228K	Hold	887	–	–	0.11%	178
2024 Q4	$239K	Hold	887	–	–	0.11%	180
2024 Q3	$234K	Hold	887	–	–	0.11%	179
2024 Q2	$221K	Hold	887	–	–	0.11%	178
2024 Q1	$213K	Buy	887 +657	+286%	+$150K	0.1%	183
2023 Q4	$50.2K	Hold	230	–	–	0.03%	334
2023 Q3	$45K	Hold	230	–	–	0.02%	331
2023 Q2	$46.6K	Buy	230 +13	+6%	+$2.49K	0.02%	329
2023 Q1	$40.5K	Buy	+217	New	+$39.5K	0.03%	262

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

Caldwell Sutter Capital's VV Position: Q2 2026 in Review

Caldwell Sutter Capital held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 834 shares worth $287K. The position accounts for 0.11% of the portfolio, ranked #180.

Caldwell Sutter Capital first reported a position in VV in Q1 2023 and has held it in 14 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Caldwell Sutter Capital held 834 shares of Vanguard Morningstar Large-Cap ETF worth $287K as of Q2 2026.
Caldwell Sutter Capital left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.11% of Caldwell Sutter Capital's portfolio in Q2 2026, its #180 holding.
Caldwell Sutter Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 14 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.