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

Kendall 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	$7.59M	Sell	22,069 -5	-0%	-$1.67K	1.26%	14
2026 Q1	$6.6M	Buy	22,074 +5	+0%	+$1.56K	1.35%	12
2025 Q4	$6.95M	Hold	22,069	–	–	1.45%	13
2025 Q3	$6.79M	Sell	22,069 -33	-0.1%	-$9.77K	1.53%	13
2025 Q2	$6.31M	Hold	22,102	–	–	1.67%	9
2025 Q1	$5.68M	Hold	22,102	–	–	1.67%	12
2024 Q4	$5.96M	Sell	22,102 -56	-0.3%	-$15.2K	1.74%	8
2024 Q3	$5.83M	Hold	22,158	–	–	1.8%	10
2024 Q2	$5.53M	Sell	22,158 -105	-0.5%	-$25.2K	1.84%	11
2024 Q1	$5.34M	Hold	22,263	–	–	1.84%	8
2023 Q4	$4.86M	Hold	22,263	–	–	1.89%	8
2023 Q3	$4.36M	Buy	22,263 +11	+0%	+$2.24K	1.93%	7
2023 Q2	$4.51M	Hold	22,252	–	–	1.98%	6
2023 Q1	$4.16M	Sell	22,252 -100	-0.4%	-$18.2K	2%	6
2022 Q4	$3.89M	Sell	22,352 -125	-0.6%	-$21.9K	1.97%	6
2022 Q3	$3.68M	Sell	22,477 -225	-1%	-$40.9K	2.14%	6
2022 Q2	$3.91M	Hold	22,702	–	–	2.16%	6
2022 Q1	$4.73M	Hold	22,702	–	–	2.29%	7
2021 Q4	$5.02M	Hold	22,702	–	–	2.38%	5
2021 Q3	$4.56M	Hold	22,702	–	–	2.47%	5
2021 Q2	$4.56M	Hold	22,702	–	–	2.56%	4
2021 Q1	$4.21M	Hold	22,702	–	–	2.6%	6
2020 Q4	$3.99M	Hold	22,702	–	–	2.91%	3
2020 Q3	$3.55M	Sell	22,702 -55	-0.2%	-$8.48K	3.09%	2
2020 Q2	$3.25M	Sell	22,757 -54	-0.2%	-$7.3K	3.12%	3
2020 Q1	$2.7M	Buy	22,811 +15	+0.1%	+$2.11K	3.06%	2
2019 Q4	$3.37M	Sell	22,796 -35	-0.2%	-$4.95K	2.65%	3
2019 Q3	$3.11M	Buy	22,831 +5	+0%	+$679	2.75%	3
2019 Q2	$3.08M	Buy	22,826 +26	+0.1%	+$3.44K	2.78%	3
2019 Q1	$2.96M	Hold	22,800	–	–	2.8%	4
2018 Q4	$2.62M	Hold	22,800	–	–	2.71%	5
2018 Q3	$3.04M	Hold	22,800	–	–	2.59%	5
2018 Q2	$2.85M	Hold	22,800	–	–	2.51%	5
2018 Q1	$2.76M	Hold	22,800	–	–	2.4%	6
2017 Q4	$2.79M	Buy	+22,800	New	+$2.72M	2.48%	6

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

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

Kendall Capital Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.02% in Q2 2026, selling an estimated $1.67K and leaving 22,069 shares worth $7.59M. The position accounts for 1.26% of the portfolio, ranked #14.

Kendall Capital Management first reported a position in VV in Q4 2017 and has held it in 35 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Kendall Capital Management held 22,069 shares of Vanguard Morningstar Large-Cap ETF worth $7.59M as of Q2 2026.
Kendall Capital Management sold 5 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.67K.
Vanguard Morningstar Large-Cap ETF made up 1.26% of Kendall Capital Management's portfolio in Q2 2026, its #14 holding.
Kendall Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2017 and has held it in 35 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.