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

Orion 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	$62.6K	Hold	182	–	–	0.02%	264
2026 Q1	$54.4K	Hold	182	–	–	0.02%	255
2025 Q4	$57.3K	Hold	182	–	–	0.02%	263
2025 Q3	$56K	Hold	182	–	–	0.02%	257
2025 Q2	$51.9K	Hold	182	–	–	0.02%	241
2025 Q1	$46.8K	Hold	182	–	–	0.02%	244
2024 Q4	$49.1K	Buy	+182	New	+$49.3K	0.02%	240
2024 Q3	–	Sell	-182	Closed	-$45.4K	–	417
2024 Q2	$45.4K	Hold	182	–	–	0.02%	243
2024 Q1	$43.6K	Hold	182	–	–	0.02%	257
2023 Q4	$39.7K	Hold	182	–	–	0.02%	267
2023 Q3	$35.6K	Buy	+182	New	+$37.1K	0.02%	259

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

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

Orion Capital Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 182 shares worth $62.6K. The position accounts for 0.02% of the portfolio, ranked #264.

Orion Capital Management first reported a position in VV in Q3 2023 and has held it in 11 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Orion Capital Management held 182 shares of Vanguard Morningstar Large-Cap ETF worth $62.6K as of Q2 2026.
Orion Capital Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Orion Capital Management's portfolio in Q2 2026, its #264 holding.
Orion Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and has held it in 11 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.