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

KM 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	$2.07M	Buy	+6,010	New	+$2M	0.97%	21
2026 Q1	–	Sell	-6,400	Closed	-$2.01M	–	95
2025 Q4	$2.01M	Sell	6,400 -23	-0.4%	-$7.18K	1.03%	24
2025 Q3	$1.98M	Sell	6,423 -691	-10%	-$205K	0.91%	23
2025 Q2	$2.03M	Buy	7,114 +3,049	+75%	+$803K	1%	22
2025 Q1	$1.04M	Buy	4,065 +2,295	+130%	+$622K	0.56%	30
2024 Q4	$477K	Buy	1,770 +182	+11%	+$49.3K	0.25%	34
2024 Q3	$418K	Buy	+1,588	New	+$403K	0.22%	34

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

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

KM Capital Management opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 6,010 shares worth $2.07M. The stake represents 0.97% of the portfolio and ranks #21 among its holdings. This is a return to the name: KM Capital Management previously reported a position in VV as recently as Q4 2025.

KM Capital Management first reported a position in VV in Q3 2024 and has held it in 7 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

KM Capital Management held 6,010 shares of Vanguard Morningstar Large-Cap ETF worth $2.07M as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new KM Capital Management position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.97% of KM Capital Management's portfolio in Q2 2026, its #21 holding.
KM Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 7 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on KM Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.