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

Kirtland Hills 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 Q1	$1.14M	Hold	3,489	–	–	0.36%	74
2025 Q4	$1.1M	Hold	3,489	–	–	0.39%	71
2025 Q3	$1.07M	Hold	3,489	–	–	0.43%	67
2025 Q2	$995K	Hold	3,489	–	–	0.46%	72
2025 Q1	$846K	Hold	3,489	–	–	0.52%	64
2024 Q4	$941K	Hold	3,489	–	–	0.6%	60
2024 Q3	$919K	Buy	+3,489	New	+$885K	0.51%	59

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kirtland Hills Capital Management's VV Position: Q1 2026 in Review

Kirtland Hills Capital Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q1 2026 at 3,489 shares worth $1.14M. The position accounts for 0.36% of the portfolio, ranked #74.

Kirtland Hills Capital Management first reported a position in VV in Q3 2024 and has held it in 7 quarters since. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Kirtland Hills Capital Management held 3,489 shares of Vanguard Morningstar Large-Cap ETF worth $1.14M as of Q1 2026.
Kirtland Hills Capital Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Large-Cap ETF made up 0.36% of Kirtland Hills Capital Management's portfolio in Q1 2026, its #74 holding.
Kirtland Hills Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 7 quarters since.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Kirtland Hills Capital Management's 13F filing for Q1 2026, filed 13 May 2026.