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Koesten Hirschmann & Crabtree’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Koesten Hirschmann & Crabtree’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 		$42.5M Buy
123,599
+2,106
+2% +$703K 17.7% 2
2026
Q1 		$36.3M Buy
121,493
+3,313
+3% +$1.04M 17.69% 2
2025
Q4 		$37.2M Sell
118,180
-3,293
-3% -$1.03M 18.3% 2
2025
Q3 		$37.4M Buy
121,473
+5,288
+5% +$1.57M 17.85% 2
2025
Q2 		$33.1M Buy
116,185
+4,221
+4% +$1.11M 17.15% 2
2025
Q1 		$28.8M Buy
111,964
+4,121
+4% +$1.12M 16.51% 2
2024
Q4 		$29.1M Buy
107,843
+4,843
+5% +$1.31M 16.68% 2
2024
Q3 		$27.1M Buy
103,000
+17,023
+20% +$4.32M 15.8% 2
2024
Q2 		$20.6M Hold
85,977
– – 13.24% 2
2024
Q1 		$20.6M Sell
85,977
-2,456
-3% -$562K 13.24% 2
2023
Q4 		$19.3M Buy
88,433
+2,301
+3% +$470K 13.4% 2
2023
Q3 		$16.9M Buy
86,132
+1,199
+1% +$244K 13.2% 3
2023
Q2 		$17.2M Sell
84,933
-474
-0.6% -$90.9K 13.03% 3
2023
Q1 		$16M Buy
85,407
+2,332
+3% +$425K 12.26% 3
2022
Q4 		$14.5M Buy
+83,075
New +$14.6M 11.9% 3

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Koesten Hirschmann & Crabtree's VV Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.7% in Q2 2026, buying an estimated $703K and bringing the position to 123,599 shares worth $42.5M. The position accounts for 17.7% of the portfolio, ranked #2.

Koesten Hirschmann & Crabtree first reported a position in VV in Q4 2022 and has held it in 15 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Koesten Hirschmann & Crabtree held 123,599 shares of Vanguard Morningstar Large-Cap ETF worth $42.5M as of Q2 2026.
  • Koesten Hirschmann & Crabtree bought 2,106 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $703K.
  • Vanguard Morningstar Large-Cap ETF made up 17.7% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #2 holding.
  • Koesten Hirschmann & Crabtree first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.