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Folger Nolan Fleming Douglas Capital Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Folger Nolan Fleming Douglas 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
Q3 		$245K Buy
697
+44
+7% +$15.4K 0.02% 168
2026
Q2 		$225K Buy
+653
New +$218K 0.02% 175
2026
Q1 		– Sell
-653
Closed -$206K – 177
2025
Q4 		$206K Hold
653
– – 0.02% 158
2025
Q3 		$192K Buy
+653
New +$193K 0.02% 163

Other funds holding VV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM

Folger Nolan Fleming Douglas Capital Management's VV Position: Q3 2026 in Review

Folger Nolan Fleming Douglas Capital Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.7% in Q3 2026, buying an estimated $15.4K and bringing the position to 697 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #168.

Folger Nolan Fleming Douglas Capital Management first reported a position in VV in Q3 2025 and has held it in 4 quarters since. 132 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Folger Nolan Fleming Douglas Capital Management held 697 shares of Vanguard Morningstar Large-Cap ETF worth $245K as of Q3 2026.
  • Folger Nolan Fleming Douglas Capital Management bought 44 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $15.4K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of Folger Nolan Fleming Douglas Capital Management's portfolio in Q3 2026, its #168 holding.
  • Folger Nolan Fleming Douglas Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 132 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Folger Nolan Fleming Douglas Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.