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Oak Harvest Investment Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Oak Harvest Investment Services’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 		$509K Buy
1,481
+4
+0.3% +$1.33K 0.05% 121
2026
Q1 		$441K Sell
1,477
-62
-4% -$19.4K 0.05% 126
2025
Q4 		$484K Buy
1,539
+9
+0.6% +$2.81K 0.05% 134
2025
Q3 		$471K Buy
1,530
+4
+0.3% +$1.18K 0.06% 132
2025
Q2 		$435K Sell
1,526
-91
-6% -$24K 0.05% 127
2025
Q1 		$416K Buy
1,617
+6
+0.4% +$1.63K 0.06% 112
2024
Q4 		$435K Sell
1,611
-4
-0.2% -$1.08K 0.06% 123
2024
Q3 		$425K Buy
1,615
+9
+0.6% +$2.28K 0.06% 112
2024
Q2 		$401K Buy
1,606
+10
+0.6% +$2.4K 0.06% 102
2024
Q1 		$383K Buy
1,596
+6
+0.4% +$1.37K 0.06% 104
2023
Q4 		$347K Buy
1,590
+6
+0.4% +$1.23K 0.07% 101
2023
Q3 		$310K Sell
1,584
-6
-0.4% -$1.22K 0.07% 95
2023
Q2 		$322K Sell
1,590
-131
-8% -$25.1K 0.07% 94
2023
Q1 		$322K Buy
1,721
+7
+0.4% +$1.27K 0.07% 92
2022
Q4 		$299K Buy
1,714
+8
+0.5% +$1.4K 0.08% 82
2022
Q3 		$279K Buy
1,706
+7
+0.4% +$1.27K 0.07% 80
2022
Q2 		$293K Buy
1,699
+7
+0.4% +$1.31K 0.08% 76
2022
Q1 		$353K Buy
1,692
+5
+0.3% +$1.03K 0.09% 70
2021
Q4 		$373K Sell
1,687
-54
-3% -$11.6K 0.09% 68
2021
Q3 		$350K Buy
1,741
+6
+0.3% +$1.24K 0.1% 68
2021
Q2 		$348K Buy
+1,735
New +$339K 0.11% 68

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Oak Harvest Investment Services's VV Position: Q2 2026 in Review

Oak Harvest Investment Services increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.27% in Q2 2026, buying an estimated $1.33K and bringing the position to 1,481 shares worth $509K. The position accounts for 0.05% of the portfolio, ranked #121.

Oak Harvest Investment Services first reported a position in VV in Q2 2021 and has held it in 21 quarters since. 1,015 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Oak Harvest Investment Services held 1,481 shares of Vanguard Morningstar Large-Cap ETF worth $509K as of Q2 2026.
  • Oak Harvest Investment Services bought 4 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.33K.
  • Vanguard Morningstar Large-Cap ETF made up 0.05% of Oak Harvest Investment Services's portfolio in Q2 2026, its #121 holding.
  • Oak Harvest Investment Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.