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

AdvicePeriod’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
2021 Q2	$2.73M	Buy	13,601 +185	+1%	+$36.1K	0.18%	51
2021 Q1	$2.49M	Buy	13,416 +19	+0.1%	+$3.44K	0.18%	50
2020 Q4	$2.35M	Sell	13,397 -937	-7%	-$156K	0.18%	51
2020 Q3	$2.24M	Buy	14,334 +313	+2%	+$48.3K	0.2%	53
2020 Q2	$2M	Hold	14,021	–	–	0.22%	51
2020 Q1	$1.66M	Buy	14,021 +11,500	+456%	+$1.62M	0.17%	62
2019 Q4	$373K	Sell	2,521 -70	-3%	-$9.9K	0.03%	83
2019 Q3	$353K	Hold	2,591	–	–	0.03%	80
2019 Q2	$349K	Buy	+2,591	New	+$343K	0.03%	76

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AdvicePeriod's VV Position: Q2 2021 in Review

AdvicePeriod increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.4% in Q2 2021, buying an estimated $36.1K and bringing the position to 13,601 shares worth $2.73M. The position accounts for 0.18% of the portfolio, ranked #51.

AdvicePeriod first reported a position in VV in Q2 2019 and has held it in 9 quarters since. 748 funds tracked by Wall St. Rank hold VV as of Q2 2021.

AdvicePeriod held 13,601 shares of Vanguard Morningstar Large-Cap ETF worth $2.73M as of Q2 2021.
AdvicePeriod bought 185 Vanguard Morningstar Large-Cap ETF shares in Q2 2021, an estimated $36.1K.
Vanguard Morningstar Large-Cap ETF made up 0.18% of AdvicePeriod's portfolio in Q2 2021, its #51 holding.
AdvicePeriod first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2019 and has held it in 9 quarters since.
748 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.