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

Osbon 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	$5.38K	Hold	18	–	–	﹤0.01%	357
2025 Q4	$5.67K	Buy	+18	New	+$5.62K	0.01%	272

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Osbon Capital Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q1 2026 at 18 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Osbon Capital Management first reported a position in VV in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.67K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Osbon Capital Management held 18 shares of Vanguard Morningstar Large-Cap ETF worth $5.38K as of Q1 2026.
Osbon Capital Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Osbon Capital Management's portfolio in Q1 2026, its #357 holding.
Osbon Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 2 quarters since.
Osbon Capital Management's Vanguard Morningstar Large-Cap ETF position peaked at $5.67K in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.