Kohmann Bosshard Financial Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.37M | Buy |
21,436
+139
| +0.7% | +$46.4K | 0.63% | 23 |
|
|
2026
Q1 | $6.36M | Buy |
21,297
+1,032
| +5% | +$323K | 0.62% | 24 |
|
|
2025
Q4 | $6.38M | Buy |
20,265
+116
| +0.6% | +$36.2K | 0.57% | 26 |
|
|
2025
Q3 | $6.2M | Hold |
20,149
| – | – | 0.64% | 28 |
|
|
2025
Q2 | $5.75M | Buy |
20,149
+8,452
| +72% | +$2.23M | 0.64% | 25 |
|
|
2025
Q1 | $3.01M | Buy |
11,697
+182
| +2% | +$49.3K | 0.35% | 32 |
|
|
2024
Q4 | $3.11M | Buy |
11,515
+152
| +1% | +$41.2K | 0.37% | 35 |
|
|
2024
Q3 | $2.99M | Buy |
11,363
+174
| +2% | +$44.1K | 0.37% | 36 |
|
|
2024
Q2 | $2.79M | Buy |
11,189
+974
| +10% | +$234K | 0.38% | 37 |
|
|
2024
Q1 | $2.45M | Hold |
10,215
| – | – | 0.34% | 46 |
|
|
2023
Q4 | $2.23M | Hold |
10,215
| – | – | 0.34% | 47 |
|
|
2023
Q3 | $2M | Sell |
10,215
-42
| -0.4% | -$8.55K | 0.34% | 42 |
|
|
2023
Q2 | $2.08M | Hold |
10,257
| – | – | 0.36% | 43 |
|
|
2023
Q1 | $1.92M | Hold |
10,257
| – | – | 0.36% | 45 |
|
|
2022
Q4 | $1.79M | Hold |
10,257
| – | – | 0.36% | 45 |
|
|
2022
Q3 | $1.68M | Hold |
10,257
| – | – | 0.37% | 43 |
|
|
2022
Q2 | $1.77M | Hold |
10,257
| – | – | 0.39% | 42 |
|
|
2022
Q1 | $2.14M | Hold |
10,257
| – | – | 0.42% | 38 |
|
|
2021
Q4 | $2.27M | Hold |
10,257
| – | – | 0.45% | 37 |
|
|
2021
Q3 | $2.06M | Hold |
10,257
| – | – | 0.45% | 36 |
|
|
2021
Q2 | $2.06M | Hold |
10,257
| – | – | 0.47% | 36 |
|
|
2021
Q1 | $1.9M | Hold |
10,257
| – | – | 0.51% | 34 |
|
|
2020
Q4 | $1.8M | Hold |
10,257
| – | – | 0.56% | 34 |
|
|
2020
Q3 | $1.6M | Hold |
10,257
| – | – | 0.58% | 34 |
|
|
2020
Q2 | $1.47M | Hold |
10,257
| – | – | 0.54% | 34 |
|
|
2020
Q1 | $1.22M | Buy |
10,257
+3,400
| +50% | +$478K | 0.53% | 34 |
|
|
2019
Q4 | $1.01M | Hold |
6,857
| – | – | 0.37% | 38 |
|
|
2019
Q3 | $935K | Hold |
6,857
| – | – | 0.37% | 38 |
|
|
2019
Q2 | $924K | Hold |
6,857
| – | – | 0.39% | 37 |
|
|
2019
Q1 | $890K | Hold |
6,857
| – | – | 0.42% | 37 |
|
|
2018
Q4 | $788K | Hold |
6,857
| – | – | 0.43% | 41 |
|
|
2018
Q3 | $915K | Sell |
6,857
-103
| -1% | -$13.5K | 0.45% | 34 |
|
|
2018
Q2 | $868K | Hold |
6,960
| – | – | 0.49% | 33 |
|
|
2018
Q1 | $844K | Hold |
6,960
| – | – | 0.5% | 32 |
|
|
2017
Q4 | $853K | Sell |
6,960
-162
| -2% | -$19.4K | 0.55% | 31 |
|
|
2017
Q3 | $822K | Buy |
+7,122
| New | +$807K | 0.58% | 32 |
|
|
2017
Q1 | $777K | Hold |
7,191
| – | – | 0.66% | 32 |
|
|
2016
Q4 | $756K | Buy |
+7,191
| New | +$720K | 0.7% | 32 |
|
Other funds holding VV
NMIFOAC
JFGLC
Kohmann Bosshard Financial Services's VV Position: Q2 2026 in Review
Kohmann Bosshard Financial Services increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.65% in Q2 2026, buying an estimated $46.4K and bringing the position to 21,436 shares worth $7.37M. The position accounts for 0.63% of the portfolio, ranked #23.
Kohmann Bosshard Financial Services first reported a position in VV in Q4 2016 and has held it in 38 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.
- Kohmann Bosshard Financial Services held 21,436 shares of Vanguard Morningstar Large-Cap ETF worth $7.37M as of Q2 2026.
- Kohmann Bosshard Financial Services bought 139 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $46.4K.
- Vanguard Morningstar Large-Cap ETF made up 0.63% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #23 holding.
- Kohmann Bosshard Financial Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.
Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.