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

Passive 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	$596K	Hold	1,892	–	–	0.19%	50
2026 Q1	$565K	Hold	1,892	–	–	0.17%	52
2025 Q4	$596K	Hold	1,892	–	–	0.19%	50
2025 Q3	$582K	Hold	1,892	–	–	0.19%	49
2025 Q2	$539K	Hold	1,892	–	–	0.17%	50
2025 Q1	$486K	Hold	1,892	–	–	0.15%	53
2024 Q4	$510K	Hold	1,892	–	–	0.18%	43
2024 Q3	$498K	Hold	1,892	–	–	0.17%	40
2024 Q2	$472K	Hold	1,892	–	–	0.18%	40
2024 Q1	$454K	Hold	1,892	–	–	0.18%	39
2023 Q4	$413K	Hold	1,892	–	–	0.17%	42
2023 Q3	$370K	Hold	1,892	–	–	0.17%	43
2023 Q2	$384K	Buy	1,892 +168	+10%	+$32.2K	0.16%	41
2023 Q1	$322K	Hold	1,724	–	–	0.14%	46
2022 Q4	$300K	Hold	1,724	–	–	0.14%	45
2022 Q3	$282K	Hold	1,724	–	–	0.15%	40
2022 Q2	$297K	Hold	1,724	–	–	0.15%	40
2022 Q1	$359K	Hold	1,724	–	–	0.19%	38
2021 Q4	$381K	Buy	+1,724	New	+$370K	0.22%	35

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

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

Passive Capital Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,892 shares worth $596K. The position accounts for 0.19% of the portfolio, ranked #50.

Passive Capital Management first reported a position in VV in Q4 2021 and has held it in 19 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Passive Capital Management held 1,892 shares of Vanguard Morningstar Large-Cap ETF worth $596K as of Q2 2026.
Passive Capital Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.19% of Passive Capital Management's portfolio in Q2 2026, its #50 holding.
Passive Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.