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ADKINS SEALE CAPITAL MANAGEMENT LLC’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

ADKINS SEALE CAPITAL MANAGEMENT LLC’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 		$275K Hold
800
– – 0.24% 77
2026
Q1 		$239K Hold
800
– – 0.24% 78
2025
Q4 		$252K Buy
+800
New +$250K 0.25% 76

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
JJBC
James J. Burns & Company Melville, New York $924M AUM 22.18% 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

ADKINS SEALE CAPITAL MANAGEMENT LLC's VV Position: Q2 2026 in Review

ADKINS SEALE CAPITAL MANAGEMENT LLC held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 800 shares worth $275K. The position accounts for 0.24% of the portfolio, ranked #77.

ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in VV in Q4 2025 and has held it in 3 quarters since. 881 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • ADKINS SEALE CAPITAL MANAGEMENT LLC held 800 shares of Vanguard Morningstar Large-Cap ETF worth $275K as of Q2 2026.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.24% of ADKINS SEALE CAPITAL MANAGEMENT LLC's portfolio in Q2 2026, its #77 holding.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 881 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on ADKINS SEALE CAPITAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 5 Aug 2026.