TABR Capital Management
VV icon

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

TABR 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
Q3 		$2.49M Buy
7,074
+138
+2% +$48.3K 1.82% 11
2026
Q2 		$2.39M Buy
6,936
+215
+3% +$71.7K 2.03% 9
2026
Q1 		$2.01M Buy
6,721
+1,053
+19% +$329K 1.85% 11
2025
Q4 		$1.78M Buy
5,668
+510
+10% +$159K 1.19% 13
2025
Q3 		$1.58M Sell
5,158
-74
-1% -$21.9K 1.08% 11
2025
Q2 		$1.49M Buy
5,232
+204
+4% +$53.8K 1.28% 11
2025
Q1 		$1.29M Buy
5,028
+456
+10% +$124K 1.35% 12
2024
Q4 		$1.23M Buy
+4,572
New +$1.24M 1.08% 14

Other funds holding VV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
Garde Capital
Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

TABR Capital Management's VV Position: Q3 2026 in Review

TABR Capital Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2% in Q3 2026, buying an estimated $48.3K and bringing the position to 7,074 shares worth $2.49M. The position accounts for 1.82% of the portfolio, ranked #11.

TABR Capital Management first reported a position in VV in Q4 2024 and has held it in 8 quarters since. 751 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • TABR Capital Management held 7,074 shares of Vanguard Morningstar Large-Cap ETF worth $2.49M as of Q3 2026.
  • TABR Capital Management bought 138 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $48.3K.
  • Vanguard Morningstar Large-Cap ETF made up 1.82% of TABR Capital Management's portfolio in Q3 2026, its #11 holding.
  • TABR Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • 751 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on TABR Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.