Advisor Group’s Vanguard Large-Cap ETF VV Stock Holding History

Advisor Group’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
2019 Q4	$28.5M	Buy	192,438 +7,137	+4%	+$1.01M	0.2%	95
2019 Q3	$25.3M	Buy	185,301 +118,392	+177%	+$16.1M	0.19%	98
2019 Q2	$9.01M	Buy	66,909 +3,538	+6%	+$468K	0.07%	245
2019 Q1	$8.23M	Buy	63,371 +1,010	+2%	+$126K	0.07%	250
2018 Q4	$7.16M	Buy	62,361 +7,627	+14%	+$944K	0.07%	234
2018 Q3	$7.31M	Buy	54,734 +7,504	+16%	+$983K	0.07%	228
2018 Q2	$5.89M	Buy	47,230 +12,978	+38%	+$1.61M	0.08%	223
2018 Q1	$4.15M	Buy	34,252 +1,635	+5%	+$205K	0.06%	304
2017 Q4	$4M	Buy	32,617 +1,249	+4%	+$149K	0.05%	323
2017 Q3	$3.62M	Buy	31,368 +4,515	+17%	+$511K	0.06%	311
2017 Q2	$2.98M	Buy	26,853 +2,949	+12%	+$324K	0.05%	353
2017 Q1	$2.58M	Buy	23,904 +16,746	+234%	+$1.78M	0.05%	373
2016 Q4	$734K	Sell	7,158 -1,248	-15%	-$125K	0.02%	798
2016 Q3	$834K	Buy	8,406 +248	+3%	+$24.6K	0.02%	706
2016 Q2	$779K	Buy	+8,158	New	+$774K	0.02%	713

Other funds holding VV

Jones Financial Companies

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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Creative Planning

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

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group

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

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

Fidelity Investments

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return