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

Jackson Hole 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 Q1	$49.6K	Hold	166	–	–	0.01%	257
2025 Q4	$52.1K	Buy	166 +1	+0.6%	+$312	0.01%	253
2025 Q3	$50.7K	Buy	165 +1	+0.6%	+$296	0.01%	250
2025 Q2	$46.9K	Hold	164	–	–	0.01%	235
2025 Q1	$42.2K	Hold	164	–	–	0.01%	235
2024 Q4	$44.1K	Buy	164 +1	+0.6%	+$271	0.01%	235
2024 Q3	$42.8K	Buy	163 +1	+0.6%	+$254	0.01%	229
2024 Q2	$40.5K	Hold	162	–	–	0.01%	229
2024 Q1	$38.9K	Hold	162	–	–	0.01%	230
2023 Q4	$35.2K	Buy	162 +1	+0.6%	+$204	0.01%	229
2023 Q3	$31.5K	Buy	161 +1	+0.6%	+$204	0.01%	214
2023 Q2	$32.5K	Hold	160	–	–	0.01%	228
2023 Q1	$29.8K	Buy	160 +1	+0.6%	+$182	0.01%	251
2022 Q4	$27.7K	Buy	159 +1	+0.6%	+$175	0.01%	221
2022 Q3	$26K	Hold	158	–	–	0.01%	220
2022 Q2	$27K	Buy	158 +1	+0.6%	+$188	0.01%	201
2022 Q1	$33K	Hold	157	–	–	0.01%	204
2021 Q4	$35K	Sell	157 -13	-8%	-$2.79K	0.01%	196
2021 Q3	$34K	Buy	170 +1	+0.6%	+$207	0.01%	207
2021 Q2	$34K	Hold	169	–	–	0.01%	205
2021 Q1	$31K	Buy	169 +1	+0.6%	+$181	0.01%	201
2020 Q4	$30K	Buy	168 +1	+0.6%	+$166	0.01%	180
2020 Q3	$26K	Buy	167 +1	+0.6%	+$154	0.01%	159
2020 Q2	$24K	Buy	166 +1	+0.6%	+$135	0.01%	143
2020 Q1	$20K	Hold	165	–	–	0.01%	137
2019 Q4	$24K	Hold	165	–	–	0.01%	176
2019 Q3	$22K	Buy	165 +2	+1%	+$271	0.01%	175
2019 Q2	$22K	Buy	163 +1	+0.6%	+$132	0.01%	172
2019 Q1	$21K	Buy	+162	New	+$20.3K	0.02%	141

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jackson Hole Capital Partners's VV Position: Q1 2026 in Review

Jackson Hole Capital Partners held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q1 2026 at 166 shares worth $49.6K. The position accounts for 0.01% of the portfolio, ranked #257.

Jackson Hole Capital Partners first reported a position in VV in Q1 2019 and has held it in 29 quarters since. The position peaked at $52.1K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Jackson Hole Capital Partners held 166 shares of Vanguard Morningstar Large-Cap ETF worth $49.6K as of Q1 2026.
Jackson Hole Capital Partners left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #257 holding.
Jackson Hole Capital Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2019 and has held it in 29 quarters since.
Jackson Hole Capital Partners's Vanguard Morningstar Large-Cap ETF position peaked at $52.1K in Q4 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.