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

Oarsman Capital’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	$271K	Hold	788	–	–	0.03%	201
2026 Q1	$235K	Buy	788 +2	+0.3%	+$626	0.03%	208
2025 Q4	$247K	Buy	786 +36	+5%	+$11.2K	0.03%	199
2025 Q3	$231K	Hold	750	–	–	0.03%	218
2025 Q2	$214K	Buy	+750	New	+$198K	0.03%	230
2025 Q1	–	Sell	-750	Closed	-$202K	–	845
2024 Q4	$202K	Hold	750	–	–	0.04%	227
2024 Q3	$197K	Buy	+750	New	+$190K	0.04%	239

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

Oarsman Capital's VV Position: Q2 2026 in Review

Oarsman Capital held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 788 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #201.

Oarsman Capital first reported a position in VV in Q3 2024 and has held it in 7 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Oarsman Capital held 788 shares of Vanguard Morningstar Large-Cap ETF worth $271K as of Q2 2026.
Oarsman Capital left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Oarsman Capital's portfolio in Q2 2026, its #201 holding.
Oarsman Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 7 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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