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

Gibraltar 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	$13M	Sell	37,690 -1,037	-3%	-$346K	1.99%	9
2026 Q1	$11.6M	Buy	38,727 +202	+0.5%	+$63.2K	1.99%	10
2025 Q4	$12.1M	Buy	38,525 +875	+2%	+$273K	2.06%	9
2025 Q3	$11.6M	Sell	37,650 -229,215	-86%	-$67.9M	2.08%	8
2025 Q2	$11.8M	Buy	266,865 +226,235	+557%	+$59.6M	2.31%	8
2025 Q1	$10.4M	Buy	+40,630	New	+$11M	2.26%	9

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

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

Gibraltar Capital Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.7% in Q2 2026, selling an estimated $346K and leaving 37,690 shares worth $13M. The position accounts for 1.99% of the portfolio, ranked #9.

Gibraltar Capital Management first reported a position in VV in Q1 2025 and has held it in 6 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Gibraltar Capital Management held 37,690 shares of Vanguard Morningstar Large-Cap ETF worth $13M as of Q2 2026.
Gibraltar Capital Management sold 1,037 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $346K.
Vanguard Morningstar Large-Cap ETF made up 1.99% of Gibraltar Capital Management's portfolio in Q2 2026, its #9 holding.
Gibraltar Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Gibraltar Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.