Orca Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Orca Investment 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	$206K	Buy	+598	New	+$199K	0.15%	60
2025 Q4	–	Sell	-743	Closed	-$229K	–	60
2025 Q3	$229K	Hold	743	–	–	0.19%	59
2025 Q2	$212K	Sell	743 -79	-10%	-$20.8K	0.19%	59
2025 Q1	$211K	Hold	822	–	–	0.21%	58
2024 Q4	$222K	Hold	822	–	–	0.21%	57
2024 Q3	$216K	Hold	822	–	–	0.2%	57
2024 Q2	$205K	Buy	+822	New	+$197K	0.2%	56

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

Orca Investment Management's VV Position: Q2 2026 in Review

Orca Investment Management opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 598 shares worth $206K. The stake represents 0.15% of the portfolio and ranks #60 among its holdings. This is a return to the name: Orca Investment Management previously reported a position in VV as recently as Q3 2025.

Orca Investment Management first reported a position in VV in Q2 2024 and has held it in 7 quarters since. The position peaked at $229K in Q3 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Orca Investment Management held 598 shares of Vanguard Morningstar Large-Cap ETF worth $206K as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new Orca Investment Management position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.15% of Orca Investment Management's portfolio in Q2 2026, its #60 holding.
Orca Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and has held it in 7 quarters since.
Orca Investment Management's Vanguard Morningstar Large-Cap ETF position peaked at $229K in Q3 2025.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Orca Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.