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Objective Capital Management’s Vanguard 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
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 $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Objective Capital Management's VV Position: Q1 2026 in Review

Objective Capital Management increased its Vanguard Large-Cap ETF (VV) stake by 0.01% in Q1 2026, buying an estimated $313 and bringing the position to 16,581 shares worth $4.96M. The position accounts for 5% of the portfolio, ranked #3.

Objective Capital Management first reported a position in VV in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.22M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Objective Capital Management held 16,581 shares of Vanguard Large-Cap ETF worth $4.96M as of Q1 2026.
  • Objective Capital Management bought 1 Vanguard Large-Cap ETF share in Q1 2026, an estimated $313.
  • Vanguard Large-Cap ETF made up 5% of Objective Capital Management's portfolio in Q1 2026, its #3 holding.
  • Objective Capital Management first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Objective Capital Management's Vanguard Large-Cap ETF position peaked at $5.22M in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.