Northern Capital Management (Washington)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Northern Capital Management (Washington)’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	$19.7M	Buy	57,163 +162	+0.3%	+$54K	8.38%	4
2026 Q1	$17M	Sell	57,001 -869	-2%	-$272K	8.54%	5
2025 Q4	$18.2M	Buy	57,870 +2,498	+5%	+$780K	9.63%	4
2025 Q3	$17M	Buy	55,372 +2,062	+4%	+$611K	9.25%	4
2025 Q2	$15.2M	Buy	53,310 +1,451	+3%	+$382K	8.95%	4
2025 Q1	$13.3M	Buy	51,859 +193	+0.4%	+$52.3K	8.69%	4
2024 Q4	$13.9M	Buy	51,666 +3,835	+8%	+$1.04M	8.55%	4
2024 Q3	$12.6M	Buy	47,831 +2,959	+7%	+$751K	7.96%	4
2024 Q2	$11.2M	Buy	44,872 +7,178	+19%	+$1.72M	7.48%	4
2024 Q1	$9.04M	Buy	37,694 +30,810	+448%	+$7.05M	6.31%	4
2023 Q4	$1.5M	Sell	6,884 -120	-2%	-$24.5K	1.34%	9
2023 Q3	$1.37M	Sell	7,004 -109	-2%	-$22.2K	1.28%	12
2023 Q2	$1.44M	Sell	7,113 -21	-0.3%	-$4.03K	1.1%	15
2023 Q1	$1.33M	Sell	7,134 -8	-0.1%	-$1.46K	1.14%	16
2022 Q4	$1.24M	Buy	7,142 +650	+10%	+$114K	1.2%	16
2022 Q3	$1.06M	Buy	6,492 +583	+10%	+$106K	1.09%	15
2022 Q2	$1.02M	Sell	5,909 -106	-2%	-$19.9K	0.99%	15
2022 Q1	$1.25M	Buy	6,015 +1,272	+27%	+$261K	1.03%	16
2021 Q4	$1.05M	Buy	4,743 +309	+7%	+$66.3K	0.84%	17
2021 Q3	$891K	Buy	4,434 +685	+18%	+$142K	0.76%	17
2021 Q2	$753K	Buy	3,749 +529	+16%	+$103K	0.64%	17
2021 Q1	$597K	Buy	3,220 +1,521	+90%	+$276K	0.54%	19
2020 Q4	$299K	Buy	+1,699	New	+$282K	0.29%	30

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

Northern Capital Management (Washington)'s VV Position: Q2 2026 in Review

Northern Capital Management (Washington) increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.28% in Q2 2026, buying an estimated $54K and bringing the position to 57,163 shares worth $19.7M. The position accounts for 8.38% of the portfolio, ranked #4.

Northern Capital Management (Washington) first reported a position in VV in Q4 2020 and has held it in 23 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Northern Capital Management (Washington) held 57,163 shares of Vanguard Morningstar Large-Cap ETF worth $19.7M as of Q2 2026.
Northern Capital Management (Washington) bought 162 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $54K.
Vanguard Morningstar Large-Cap ETF made up 8.38% of Northern Capital Management (Washington)'s portfolio in Q2 2026, its #4 holding.
Northern Capital Management (Washington) first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 23 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Northern Capital Management (Washington)'s 13F filing for Q2 2026, filed 21 Jul 2026.