Oxbow Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Oxbow Advisors’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	$430K	Hold	1,249	–	–	0.03%	196
2026 Q1	$373K	Hold	1,249	–	–	0.03%	191
2025 Q4	$393K	Hold	1,249	–	–	0.03%	191
2025 Q3	$385K	Hold	1,249	–	–	0.04%	175
2025 Q2	$356K	Hold	1,249	–	–	0.04%	164
2025 Q1	$321K	Hold	1,249	–	–	0.03%	166
2024 Q4	$337K	Hold	1,249	–	–	0.04%	163
2024 Q3	$329K	Hold	1,249	–	–	0.03%	162
2024 Q2	$312K	Sell	1,249 -313	-20%	-$75.2K	0.04%	178
2024 Q1	$375K	Hold	1,562	–	–	0.05%	154
2023 Q4	$341K	Hold	1,562	–	–	0.05%	152
2023 Q3	$306K	Hold	1,562	–	–	0.05%	155
2023 Q2	$317K	Hold	1,562	–	–	0.05%	162
2023 Q1	$292K	Hold	1,562	–	–	0.05%	159
2022 Q4	$272K	Hold	1,562	–	–	0.05%	180
2022 Q3	$255K	Hold	1,562	–	–	0.04%	208
2022 Q2	$269K	Hold	1,562	–	–	0.04%	213
2022 Q1	$326K	Hold	1,562	–	–	0.03%	219
2021 Q4	$345K	Hold	1,562	–	–	0.03%	223
2021 Q3	$314K	Hold	1,562	–	–	0.03%	234
2021 Q2	$314K	Hold	1,562	–	–	0.03%	235
2021 Q1	$289K	Hold	1,562	–	–	0.04%	237
2020 Q4	$275K	Hold	1,562	–	–	0.04%	215
2020 Q3	$244K	Buy	+1,562	New	+$241K	0.03%	230

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

Oxbow Advisors's VV Position: Q2 2026 in Review

Oxbow Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,249 shares worth $430K. The position accounts for 0.03% of the portfolio, ranked #196.

Oxbow Advisors first reported a position in VV in Q3 2020 and has held it in 24 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Oxbow Advisors held 1,249 shares of Vanguard Morningstar Large-Cap ETF worth $430K as of Q2 2026.
Oxbow Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Oxbow Advisors's portfolio in Q2 2026, its #196 holding.
Oxbow Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2020 and has held it in 24 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Oxbow Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.