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Roble Belko & Company’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Roble Belko & Company’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 		$32.5M Buy
94,428
+4,267
+5% +$1.42M 3.51% 8
2026
Q1 		$26.9M Buy
90,161
+2,864
+3% +$896K 3.43% 7
2025
Q4 		$27.5M Sell
87,297
-1,175
-1% -$367K 3.6% 8
2025
Q3 		$27.2M Buy
88,472
+3,163
+4% +$937K 3.69% 8
2025
Q2 		$24.3M Buy
85,309
+6,971
+9% +$1.84M 3.54% 10
2025
Q1 		$20.1M Buy
78,338
+4,021
+5% +$1.09M 3.21% 10
2024
Q4 		$20M Buy
74,317
+894
+1% +$242K 3.19% 12
2024
Q3 		$19.3M Sell
73,423
-265
-0.4% -$67.2K 3.05% 12
2024
Q2 		$18.4M Buy
73,688
+4,433
+6% +$1.06M 3.08% 12
2024
Q1 		$16.6M Buy
69,255
+1
+0% +$229 2.85% 12
2023
Q4 		$15.1M Sell
69,254
-4,710
-6% -$963K 2.84% 13
2023
Q3 		$14.5M Buy
73,964
+6,856
+10% +$1.4M 2.96% 10
2023
Q2 		$13.6M Sell
67,108
-2,599
-4% -$498K 2.7% 14
2023
Q1 		$13M Buy
69,707
+5,471
+9% +$996K 2.66% 12
2022
Q4 		$11.2M Buy
64,236
+12,202
+23% +$2.14M 2.38% 13
2022
Q3 		$8.51M Sell
52,034
-1,142
-2% -$208K 2.07% 18
2022
Q2 		$9.16M Sell
53,176
-160
-0.3% -$30K 2.08% 18
2022
Q1 		$11.1M Buy
53,336
+5,582
+12% +$1.15M 2.11% 17
2021
Q4 		$10.6M Buy
47,754
+7,276
+18% +$1.56M 1.98% 18
2021
Q3 		$8.13M Buy
40,478
+27,783
+219% +$5.74M 1.67% 20
2021
Q2 		$2.55M Sell
12,695
-34
-0.3% -$6.64K 0.58% 32
2021
Q1 		$2.36M Hold
12,729
– – 0.57% 32
2020
Q4 		$2.24M Sell
12,729
-210
-2% -$34.9K 0.58% 31
2020
Q3 		$2.02M Sell
12,939
-12,598
-49% -$1.94M 0.59% 31
2020
Q2 		$3.65M Sell
25,537
-4,654
-15% -$629K 1.09% 26
2020
Q1 		$3.58M Sell
30,191
-703
-2% -$98.8K 1.16% 25
2019
Q4 		$4.57M Buy
30,894
+1,586
+5% +$224K 1.26% 19
2019
Q3 		$4M Buy
29,308
+19,074
+186% +$2.59M 1.17% 22
2019
Q2 		$1.38M Hold
10,234
– – 0.43% 32
2019
Q1 		$1.33M Hold
10,234
– – 0.46% 31
2018
Q4 		$1.18M Buy
10,234
+10,227
+146,100% +$1.27M 0.45% 31
2018
Q3 		$1K Hold
7
– – ﹤0.01% 310
2018
Q2 		$1K Hold
7
– – ﹤0.01% 317
2018
Q1 		$1K Hold
7
– – ﹤0.01% 323
2017
Q4 		$1K Hold
7
– – ﹤0.01% 310
2017
Q3 		$1K Hold
7
– – ﹤0.01% 280
2017
Q2 		$1K Hold
7
– – ﹤0.01% 286
2017
Q1 		$1K Hold
7
– – ﹤0.01% 334
2016
Q4 		$1K Hold
7
– – ﹤0.01% 353
2016
Q3 		$1K Hold
7
– – ﹤0.01% 292
2016
Q2 		$1K Hold
7
– – ﹤0.01% 258
2016
Q1 		$1K Hold
7
– – ﹤0.01% 255
2015
Q4 		$1K Hold
7
– – ﹤0.01% 214
2015
Q3 		$1K Hold
7
– – ﹤0.01% 201
2015
Q2 		$1K Hold
7
– – ﹤0.01% 229
2015
Q1 		$1K Buy
+7
New +$665 ﹤0.01% 234

Other funds holding VV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Roble Belko & Company's VV Position: Q2 2026 in Review

Roble Belko & Company increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.7% in Q2 2026, buying an estimated $1.42M and bringing the position to 94,428 shares worth $32.5M. The position accounts for 3.51% of the portfolio, ranked #8.

Roble Belko & Company first reported a position in VV in Q1 2015 and has held it in 46 quarters since. 732 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Roble Belko & Company held 94,428 shares of Vanguard Morningstar Large-Cap ETF worth $32.5M as of Q2 2026.
  • Roble Belko & Company bought 4,267 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.42M.
  • Vanguard Morningstar Large-Cap ETF made up 3.51% of Roble Belko & Company's portfolio in Q2 2026, its #8 holding.
  • Roble Belko & Company first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2015 and has held it in 46 quarters since.
  • 732 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.