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

Mitchell 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	$549K	Sell	1,595 -9	-0.6%	-$3K	0.08%	93
2026 Q1	$479K	Hold	1,604	–	–	0.09%	94
2025 Q4	$505K	Buy	1,604 +9	+0.6%	+$2.81K	0.09%	87
2025 Q3	$491K	Hold	1,595	–	–	0.08%	91
2025 Q2	$462K	Hold	1,595	–	–	0.09%	86
2025 Q1	$410K	Hold	1,595	–	–	0.08%	86
2024 Q4	$430K	Hold	1,595	–	–	0.08%	86
2024 Q3	$420K	Hold	1,595	–	–	0.07%	87
2024 Q2	$398K	Hold	1,595	–	–	0.07%	92
2024 Q1	$382K	Hold	1,595	–	–	0.07%	103
2023 Q4	$348K	Hold	1,595	–	–	0.07%	106
2023 Q3	$312K	Hold	1,595	–	–	0.07%	104
2023 Q2	$323K	Hold	1,595	–	–	0.07%	108
2023 Q1	$298K	Hold	1,595	–	–	0.07%	112
2022 Q4	$278K	Hold	1,595	–	–	0.08%	120
2022 Q3	$261K	Hold	1,595	–	–	0.07%	124
2022 Q2	$275K	Hold	1,595	–	–	0.08%	116
2022 Q1	$333K	Hold	1,595	–	–	0.07%	122
2021 Q4	$353K	Hold	1,595	–	–	0.07%	140
2021 Q3	$320K	Hold	1,595	–	–	0.07%	143
2021 Q2	$320K	Hold	1,595	–	–	0.07%	147
2021 Q1	$296K	Hold	1,595	–	–	0.07%	145
2020 Q4	$280K	Hold	1,595	–	–	0.07%	138
2020 Q3	$250K	Hold	1,595	–	–	0.07%	136
2020 Q2	$228K	Buy	+1,595	New	+$216K	0.07%	131
2020 Q1	–	Sell	-1,595	Closed	-$236K	–	142
2019 Q4	$236K	Buy	+1,595	New	+$226K	0.08%	130

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

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

Mitchell Capital Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.56% in Q2 2026, selling an estimated $3K and leaving 1,595 shares worth $549K. The position accounts for 0.08% of the portfolio, ranked #93.

Mitchell Capital Management first reported a position in VV in Q4 2019 and has held it in 26 quarters since. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Mitchell Capital Management held 1,595 shares of Vanguard Morningstar Large-Cap ETF worth $549K as of Q2 2026.
Mitchell Capital Management sold 9 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $3K.
Vanguard Morningstar Large-Cap ETF made up 0.08% of Mitchell Capital Management's portfolio in Q2 2026, its #93 holding.
Mitchell Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 26 quarters since.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Mitchell Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.