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

Novare 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 		$731K Sell
2,126
-164
-7% -$54.7K 0.05% 126
2026
Q1 		$684K Buy
2,290
+82
+4% +$25.7K 0.05% 123
2025
Q4 		$695K Sell
2,208
-124
-5% -$38.7K 0.05% 125
2025
Q3 		$718K Buy
2,332
+12
+0.5% +$3.55K 0.05% 127
2025
Q2 		$662K Sell
2,320
-100
-4% -$26.3K 0.05% 132
2025
Q1 		$622K Sell
2,420
-48
-2% -$13K 0.05% 134
2024
Q4 		$666K Sell
2,468
-75
-3% -$20.3K 0.06% 130
2024
Q3 		$670K Sell
2,543
-7
-0.3% -$1.78K 0.06% 130
2024
Q2 		$637K Hold
2,550
– – 0.06% 126
2024
Q1 		$611K Buy
2,550
+560
+28% +$128K 0.06% 126
2023
Q4 		$434K Hold
1,990
– – 0.04% 130
2023
Q3 		$389K Sell
1,990
-100
-5% -$20.4K 0.04% 133
2023
Q2 		$424K Sell
2,090
-15
-0.7% -$2.88K 0.05% 133
2023
Q1 		$393K Buy
2,105
+350
+20% +$63.7K 0.04% 134
2022
Q4 		$306K Buy
+1,755
New +$308K 0.04% 147

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Novare Capital Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 7.2% in Q2 2026, selling an estimated $54.7K and leaving 2,126 shares worth $731K. The position accounts for 0.05% of the portfolio, ranked #126.

Novare Capital Management first reported a position in VV in Q4 2022 and has held it in 15 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Novare Capital Management held 2,126 shares of Vanguard Morningstar Large-Cap ETF worth $731K as of Q2 2026.
  • Novare Capital Management sold 164 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $54.7K.
  • Vanguard Morningstar Large-Cap ETF made up 0.05% of Novare Capital Management's portfolio in Q2 2026, its #126 holding.
  • Novare Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.