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

MontVue 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 Q1	$1.32M	Hold	4,407	–	–	0.9%	23
2025 Q4	$1.39M	Hold	4,407	–	–	0.92%	20
2025 Q3	$1.36M	Hold	4,407	–	–	0.91%	21
2025 Q2	$1.26M	Hold	4,407	–	–	0.9%	22
2025 Q1	$1.13M	Hold	4,407	–	–	0.91%	22
2024 Q4	$1.19M	Hold	4,407	–	–	0.91%	21
2024 Q3	$1.16M	Hold	4,407	–	–	0.89%	23
2024 Q2	$1.1M	Hold	4,407	–	–	0.88%	21
2024 Q1	$1.06M	Hold	4,407	–	–	0.93%	21
2023 Q4	$961K	Buy	+4,407	New	+$901K	0.92%	20

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MontVue Capital Management's VV Position: Q1 2026 in Review

MontVue Capital Management held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 4,407 shares worth $1.32M. The position accounts for 0.9% of the portfolio, ranked #23.

MontVue Capital Management first reported a position in VV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.39M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

MontVue Capital Management held 4,407 shares of Vanguard Large-Cap ETF worth $1.32M as of Q1 2026.
MontVue Capital Management left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Large-Cap ETF made up 0.9% of MontVue Capital Management's portfolio in Q1 2026, its #23 holding.
MontVue Capital Management first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 10 quarters since.
MontVue Capital Management's Vanguard Large-Cap ETF position peaked at $1.39M in Q4 2025.
1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on MontVue Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.