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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
Q3 		$5.65M Sell
16,051
-399
-2% -$140K 5.06% 3
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

Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
FPN
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return
Advocate Group
Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return
MWP
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Objective Capital Management's VV Position: Q3 2026 in Review

Objective Capital Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.4% in Q3 2026, selling an estimated $140K and leaving 16,051 shares worth $5.65M. The position accounts for 5.06% of the portfolio, ranked #3.

Objective Capital Management first reported a position in VV in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.66M in Q2 2026. 309 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Objective Capital Management held 16,051 shares of Vanguard Morningstar Large-Cap ETF worth $5.65M as of Q3 2026.
  • Objective Capital Management sold 399 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $140K.
  • Vanguard Morningstar Large-Cap ETF made up 5.06% of Objective Capital Management's portfolio in Q3 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 19 quarters since.
  • Objective Capital Management's Vanguard Morningstar Large-Cap ETF position peaked at $5.66M in Q2 2026.
  • 309 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.