OCM
VV icon

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

Objective 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 		$5.66M Sell
16,450
-131
-0.8% -$43.7K 5.02% 3
2026
Q1 		$4.96M Buy
16,581
+1
+0% +$313 5% 3
2025
Q4 		$5.22M Buy
16,580
+3
+0% +$937 5.31% 3
2025
Q3 		$5.1M Buy
16,577
+53
+0.3% +$15.7K 5.28% 3
2025
Q2 		$4.71M Hold
16,524
– – 5.3% 4
2025
Q1 		$4.25M Sell
16,524
-378
-2% -$102K 5.42% 3
2024
Q4 		$4.56M Buy
16,902
+165
+1% +$44.7K 3.05% 6
2024
Q3 		$4.41M Buy
+16,737
New +$4.25M 2.59% 6
2024
Q1 		$4.17M Sell
17,389
-81
-0.5% -$18.5K 2.82% 6
2023
Q4 		$3.81M Sell
17,470
-30
-0.2% -$6.13K 2.9% 6
2023
Q3 		$3.42M Buy
17,500
+1,079
+7% +$220K 3.04% 6
2023
Q2 		$3.33M Sell
16,421
-1,566
-9% -$300K 2.91% 7
2023
Q1 		$3.36M Buy
17,987
+4
+0% +$728 3.07% 7
2022
Q4 		$3.13M Sell
17,983
-1,067
-6% -$187K 3.11% 6
2022
Q3 		$3.12M Buy
19,050
+252
+1% +$45.8K 3.32% 6
2022
Q2 		$3.24M Buy
18,798
+3
+0% +$563 3.27% 6
2022
Q1 		$3.92M Buy
18,795
+1
+0% +$205 3.01% 6
2021
Q4 		$4.15M Buy
+18,794
New +$4.03M 2.94% 8

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

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

Objective Capital Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.79% in Q2 2026, selling an estimated $43.7K and leaving 16,450 shares worth $5.66M. The position accounts for 5.02% of the portfolio, ranked #3.

Objective Capital Management first reported a position in VV in Q4 2021 and has held it in 18 quarters since. 1,373 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Objective Capital Management held 16,450 shares of Vanguard Morningstar Large-Cap ETF worth $5.66M as of Q2 2026.
  • Objective Capital Management sold 131 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $43.7K.
  • Vanguard Morningstar Large-Cap ETF made up 5.02% of Objective Capital Management's portfolio in Q2 2026, its #3 holding.
  • Objective Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.