Key Capital Management
VV icon

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

Key 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
Q3 		$21.1K Hold
60
– – 0.01% 303
2026
Q2 		$20.6K Sell
60
-7
-10% -$2.34K 0.01% 249
2026
Q1 		$20K Buy
+67
New +$21K 0.01% 234

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National Mutual Insurance Federation of Agricultural Cooperatives
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Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Key Capital Management's VV Position: Q3 2026 in Review

Key Capital Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 60 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #303.

Key Capital Management first reported a position in VV in Q1 2026 and has held it in 3 quarters since. 884 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Key Capital Management held 60 shares of Vanguard Morningstar Large-Cap ETF worth $21.1K as of Q3 2026.
  • Key Capital Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Key Capital Management's portfolio in Q3 2026, its #303 holding.
  • Key Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • 884 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.