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Capital Squared Financial’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Capital Squared Financial’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 		$4.1M Sell
11,929
-48
-0.4% -$16K 2.68% 7
2026
Q1 		$3.58M Buy
11,977
+241
+2% +$75.4K 2.73% 7
2025
Q4 		$3.69M Sell
11,736
-187
-2% -$58.4K 2.88% 7
2025
Q3 		$3.67M Buy
11,923
+664
+6% +$197K 3.18% 6
2025
Q2 		$3.21M Buy
+11,259
New +$2.97M 3.75% 5

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

Capital Squared Financial's VV Position: Q2 2026 in Review

Capital Squared Financial reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.4% in Q2 2026, selling an estimated $16K and leaving 11,929 shares worth $4.1M. The position accounts for 2.68% of the portfolio, ranked #7.

Capital Squared Financial first reported a position in VV in Q2 2025 and has held it in 5 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Capital Squared Financial held 11,929 shares of Vanguard Morningstar Large-Cap ETF worth $4.1M as of Q2 2026.
  • Capital Squared Financial sold 48 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $16K.
  • Vanguard Morningstar Large-Cap ETF made up 2.68% of Capital Squared Financial's portfolio in Q2 2026, its #7 holding.
  • Capital Squared Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.