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Fielder Capital Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Fielder Capital Group’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
Q1 		$242K Sell
811
-280
-26% -$87.6K 0.05% 238
2025
Q4 		$343K Buy
+1,091
New +$341K 0.07% 164

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fielder Capital Group's VV Position: Q1 2026 in Review

Fielder Capital Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 26% in Q1 2026, selling an estimated $87.6K and leaving 811 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #238.

Fielder Capital Group first reported a position in VV in Q4 2025 and has held it in 2 quarters since. The position peaked at $343K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Fielder Capital Group held 811 shares of Vanguard Morningstar Large-Cap ETF worth $242K as of Q1 2026.
  • Fielder Capital Group sold 280 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $87.6K.
  • Vanguard Morningstar Large-Cap ETF made up 0.05% of Fielder Capital Group's portfolio in Q1 2026, its #238 holding.
  • Fielder Capital Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Fielder Capital Group's Vanguard Morningstar Large-Cap ETF position peaked at $343K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Fielder Capital Group's 13F filing for Q1 2026, filed 12 May 2026.