MontVue Capital Management’s Vanguard Morningstar 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 Q2	$1.52M	Hold	4,407	–	–	0.87%	22
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 $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

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

MontVue Capital Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 4,407 shares worth $1.52M. The position accounts for 0.87% of the portfolio, ranked #22.

MontVue Capital Management first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

MontVue Capital Management held 4,407 shares of Vanguard Morningstar Large-Cap ETF worth $1.52M as of Q2 2026.
MontVue Capital Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.87% of MontVue Capital Management's portfolio in Q2 2026, its #22 holding.
MontVue Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on MontVue Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.