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Oak Asset Management’s Vanguard Large-Cap ETF VV Stock Holding History

Oak Asset 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 		$468K Hold
1,361
– – 0.15% 82
2026
Q1 		$407K Hold
1,361
– – 0.14% 84
2025
Q4 		$428K Hold
1,361
– – 0.15% 78
2025
Q3 		$419K Hold
1,361
– – 0.14% 79
2025
Q2 		$388K Hold
1,361
– – 0.14% 80
2025
Q1 		$350K Hold
1,361
– – 0.13% 83
2024
Q4 		$367K Hold
1,361
– – 0.14% 83
2024
Q3 		$358K Hold
1,361
– – 0.13% 85
2024
Q2 		$340K Hold
1,361
– – 0.12% 84
2024
Q1 		$326K Hold
1,361
– – 0.12% 85
2023
Q4 		$297K Hold
1,361
– – 0.12% 89
2023
Q3 		$266K Hold
1,361
– – 0.11% 90
2023
Q2 		$276K Hold
1,361
– – 0.11% 90
2023
Q1 		$254K Hold
1,361
– – 0.11% 92
2022
Q4 		$237K Hold
1,361
– – 0.11% 91
2022
Q3 		$223K Sell
1,361
-1,399
-51% -$254K 0.11% 95
2022
Q2 		$476K Buy
2,760
+1,399
+103% +$263K 0.23% 54
2022
Q1 		$284K Hold
1,361
– – 0.11% 94
2021
Q4 		$301K Buy
1,361
+66
+5% +$14.2K 0.12% 91
2021
Q3 		$272K Hold
1,295
– – 0.11% 90
2021
Q2 		$260K Buy
+1,295
New +$253K 0.11% 90

Other funds holding VV

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Oak Asset Management's VV Position: Q2 2026 in Review

Oak Asset Management held its Vanguard Large-Cap ETF (VV) position steady in Q2 2026 at 1,361 shares worth $468K. The position accounts for 0.15% of the portfolio, ranked #82.

Oak Asset Management first reported a position in VV in Q2 2021 and has held it in 21 quarters since. The position peaked at $476K in Q2 2022. 320 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Oak Asset Management held 1,361 shares of Vanguard Large-Cap ETF worth $468K as of Q2 2026.
  • Oak Asset Management left its Vanguard Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Large-Cap ETF made up 0.15% of Oak Asset Management's portfolio in Q2 2026, its #82 holding.
  • Oak Asset Management first reported a position in Vanguard Large-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • Oak Asset Management's Vanguard Large-Cap ETF position peaked at $476K in Q2 2022.
  • 320 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Oak Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.