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Kapstone Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Kapstone Financial Advisors’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 		$710K Buy
2,376
+1,472
+163% +$461K 0.35% 52
2025
Q4 		$285K Buy
+904
New +$282K 0.14% 91

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

Kapstone Financial Advisors's VV Position: Q1 2026 in Review

Kapstone Financial Advisors increased its Vanguard Large-Cap ETF (VV) stake by 163% in Q1 2026, buying an estimated $461K and bringing the position to 2,376 shares worth $710K. The position accounts for 0.35% of the portfolio, ranked #52.

Kapstone Financial Advisors first reported a position in VV in Q4 2025 and has held it in 2 quarters since. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Kapstone Financial Advisors held 2,376 shares of Vanguard Large-Cap ETF worth $710K as of Q1 2026.
  • Kapstone Financial Advisors bought 1,472 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $461K.
  • Vanguard Large-Cap ETF made up 0.35% of Kapstone Financial Advisors's portfolio in Q1 2026, its #52 holding.
  • Kapstone Financial Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.