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

Advisory Alpha’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
2020
Q2 		– Sell
-1,637
Closed -$211K – 608
2020
Q1 		$211K Buy
+1,637
New +$230K 0.06% 97

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Advisory Alpha's VV Position: Q2 2020 in Review

Advisory Alpha sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2020, closing a stake of 1,637 shares — an estimated $211K sold.

Advisory Alpha first reported a position in VV in Q1 2020 and held it in 1 quarter. The position peaked at $211K in Q1 2020. 595 funds tracked by Wall St. Rank hold VV as of Q2 2020.

  • Advisory Alpha reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Advisory Alpha sold 1,637 Vanguard Morningstar Large-Cap ETF shares in Q2 2020, an estimated $211K.
  • Advisory Alpha first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and held it in 1 quarter.
  • Advisory Alpha's Vanguard Morningstar Large-Cap ETF position peaked at $211K in Q1 2020.
  • 595 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2020.

Based on Advisory Alpha's 13F filing for Q2 2020, filed 14 Aug 2020.