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Orca Investment Management’s Vanguard 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
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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Orca Investment Management's VV Position: Q4 2025 in Review

Orca Investment Management sold out of Vanguard Large-Cap ETF (VV) in Q4 2025, closing a stake of 743 shares — an estimated $229K sold.

Orca Investment Management first reported a position in VV in Q2 2024 and held it in 6 quarters. The position peaked at $229K in Q3 2025. 1,329 funds tracked by Wall St. Rank hold VV as of Q4 2025.

  • Orca Investment Management reported no remaining Vanguard Large-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Orca Investment Management sold 743 Vanguard Large-Cap ETF shares in Q4 2025, an estimated $229K.
  • Orca Investment Management first reported a position in Vanguard Large-Cap ETF in Q2 2024 and held it in 6 quarters.
  • Orca Investment Management's Vanguard Large-Cap ETF position peaked at $229K in Q3 2025.
  • 1,329 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2025.

Based on Orca Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.