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Alera Investment Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-492
Closed -$64K – 996
2019
Q1 		$64K Hold
492
– – 0.03% 138
2018
Q4 		$57K Buy
+492
New +$60.9K 0.03% 164

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alera Investment Advisors's VV Position: Q2 2019 in Review

Alera Investment Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2019, closing a stake of 492 shares — an estimated $64K sold.

Alera Investment Advisors first reported a position in VV in Q4 2018 and held it in 2 quarters. The position peaked at $64K in Q1 2019. 489 funds tracked by Wall St. Rank hold VV as of Q2 2019.

  • Alera Investment Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 492 Vanguard Morningstar Large-Cap ETF shares in Q2 2019, an estimated $64K.
  • Alera Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $64K in Q1 2019.
  • 489 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.