Luther King Capital Management (LKCM)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Luther King Capital Management (LKCM)’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	–	Hold	0	–	–	–	387
2026 Q1	–	Hold	0	–	–	–	401
2025 Q4	–	Hold	0	–	–	–	383
2025 Q3	–	Hold	0	–	–	–	371
2025 Q2	–	Hold	0	–	–	–	373
2025 Q1	–	Hold	0	–	–	–	377
2024 Q4	–	Hold	0	–	–	–	368
2024 Q3	–	Hold	0	–	–	–	362
2024 Q2	–	Hold	0	–	–	–	346
2024 Q1	–	Hold	0	–	–	–	353
2023 Q4	–	Hold	0	–	–	–	359
2023 Q3	–	Hold	0	–	–	–	361
2023 Q2	–	Hold	0	–	–	–	372
2017 Q1	–	Sell	-2,500	Closed	-$256K	–	534
2016 Q4	$256K	Hold	2,500	–	–	﹤0.01%	467
2016 Q3	$248K	Hold	2,500	–	–	﹤0.01%	463
2016 Q2	$240K	Hold	2,500	–	–	﹤0.01%	475
2016 Q1	$235K	Hold	2,500	–	–	﹤0.01%	473
2015 Q4	$234K	Hold	2,500	–	–	﹤0.01%	489
2015 Q3	$220K	Hold	2,500	–	–	﹤0.01%	494
2015 Q2	$237K	Buy	+2,500	New	+$242K	﹤0.01%	507

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

Luther King Capital Management (LKCM)'s VV Position: Q2 2026 in Review

Luther King Capital Management (LKCM) held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 0 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #387.

Luther King Capital Management (LKCM) first reported a position in VV in Q2 2015 and has held it in 7 quarters since. The position peaked at $256K in Q4 2016. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Luther King Capital Management (LKCM) held 0 shares of Vanguard Morningstar Large-Cap ETF worth $1.34M as of Q2 2026.
Luther King Capital Management (LKCM) left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #387 holding.
Luther King Capital Management (LKCM) first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2015 and has held it in 7 quarters since.
Luther King Capital Management (LKCM)'s Vanguard Morningstar Large-Cap ETF position peaked at $256K in Q4 2016.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.