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Gill Capital Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Gill Capital Partners’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 		$1.64M Hold
4,765
– – 0.43% 46
2026
Q1 		$1.42M Buy
4,765
+30
+0.6% +$9.39K 0.41% 49
2025
Q4 		$1.49M Sell
4,735
-519
-10% -$162K 0.45% 48
2025
Q3 		$1.62M Sell
5,254
-36
-0.7% -$10.7K 0.49% 44
2025
Q2 		$1.51M Sell
5,290
-1,822
-26% -$480K 0.49% 45
2025
Q1 		$1.83M Sell
7,112
-148
-2% -$40.1K 0.63% 40
2024
Q4 		$1.96M Sell
7,260
-14
-0.2% -$3.79K 0.7% 37
2024
Q3 		$1.92M Sell
7,274
-6
-0.1% -$1.52K 0.69% 39
2024
Q2 		$1.82M Sell
7,280
-24
-0.3% -$5.76K 0.7% 37
2024
Q1 		$1.68M Sell
7,304
-37
-0.5% -$8.47K 0.68% 39
2023
Q4 		$1.6M Buy
7,341
+139
+2% +$28.4K 0.67% 40
2023
Q3 		$1.41M Buy
7,202
+115
+2% +$23.4K 0.62% 45
2023
Q2 		$1.44M Sell
7,087
-2
-0% -$383 0.6% 43
2023
Q1 		$1.32M Buy
7,089
+8
+0.1% +$1.46K 0.59% 43
2022
Q4 		$1.23M Buy
7,081
+928
+15% +$163K 0.58% 44
2022
Q3 		$1.01M Buy
6,153
+755
+14% +$137K 0.53% 44
2022
Q2 		$1.13M Hold
5,398
– – 0.49% 46
2022
Q1 		$1.13M Buy
5,398
+168
+3% +$34.5K 0.49% 46
2021
Q4 		$1.16M Buy
5,230
+1,008
+24% +$216K 0.51% 44
2021
Q3 		$848K Buy
+4,222
New +$873K 0.38% 55

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

Gill Capital Partners's VV Position: Q2 2026 in Review

Gill Capital Partners held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 4,765 shares worth $1.64M. The position accounts for 0.43% of the portfolio, ranked #46.

Gill Capital Partners first reported a position in VV in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.96M in Q4 2024. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Gill Capital Partners held 4,765 shares of Vanguard Morningstar Large-Cap ETF worth $1.64M as of Q2 2026.
  • Gill Capital Partners left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.43% of Gill Capital Partners's portfolio in Q2 2026, its #46 holding.
  • Gill Capital Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • Gill Capital Partners's Vanguard Morningstar Large-Cap ETF position peaked at $1.96M in Q4 2024.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Gill Capital Partners's 13F filing for Q2 2026, filed 20 Aug 2026.