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

Dorato 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 		$123K Hold
353
– – 0.08% 137
2026
Q1 		$110K Hold
353
– – 0.08% 138
2025
Q4 		$112K Buy
+353
New +$110K 0.08% 136

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
JJBC
James J. Burns & Company Melville, New York $924M AUM 22.18% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Dorato Capital Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 353 shares worth $123K. The position accounts for 0.08% of the portfolio, ranked #137.

Dorato Capital Management first reported a position in VV in Q4 2025 and has held it in 3 quarters since. 901 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Dorato Capital Management held 353 shares of Vanguard Morningstar Large-Cap ETF worth $123K as of Q2 2026.
  • Dorato Capital Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.08% of Dorato Capital Management's portfolio in Q2 2026, its #137 holding.
  • Dorato Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 901 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.