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American Portfolios Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

American Portfolios 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
2022
Q3 		$6.46M Buy
39,503
+1,245
+3% +$226K 0.27% 66
2022
Q2 		$6.59M Sell
38,258
-426
-1% -$80K 0.27% 69
2022
Q1 		$8.07M Sell
38,684
-1,355
-3% -$278K 0.28% 65
2021
Q4 		$8.85M Buy
40,039
+105
+0.3% +$22.5K 0.3% 54
2021
Q3 		$8.02M Sell
39,934
-112
-0.3% -$23.1K 0.3% 63
2021
Q2 		$8.04M Sell
40,046
-911
-2% -$178K 0.31% 59
2021
Q1 		$7.59M Buy
40,957
+2,153
+6% +$390K 0.33% 54
2020
Q4 		$6.82M Buy
38,804
+147
+0.4% +$24.4K 0.35% 47
2020
Q3 		$6.05M Buy
38,657
+291
+0.8% +$44.9K 0.35% 49
2020
Q2 		$5.49M Sell
38,366
-1,636
-4% -$221K 0.36% 49
2020
Q1 		$4.74M Buy
40,002
+4,308
+12% +$605K 0.39% 48
2019
Q4 		$5.28M Buy
35,694
+273
+0.8% +$38.6K 0.38% 56
2019
Q3 		$4.83M Sell
35,421
-24
-0.1% -$3.26K 0.4% 51
2019
Q2 		$4.78M Sell
35,445
-10,153
-22% -$1.34M 0.4% 49
2019
Q1 		$5.92M Buy
45,598
+3,033
+7% +$379K 0.56% 34
2018
Q4 		$4.89M Buy
42,565
+39,606
+1,338% +$4.9M 0.6% 31
2018
Q3 		$395K Buy
2,959
+100
+3% +$13.1K 0.05% 383
2018
Q2 		$357K Buy
2,859
+3
+0.1% +$373 0.05% 369
2018
Q1 		$346K Sell
2,856
-163
-5% -$20.5K 0.05% 354
2017
Q4 		$370K Buy
+3,019
New +$361K 0.06% 329

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

American Portfolios Advisors's VV Position: Q3 2022 in Review

American Portfolios Advisors increased its Vanguard Large-Cap ETF (VV) stake by 3.3% in Q3 2022, buying an estimated $226K and bringing the position to 39,503 shares worth $6.46M. The position accounts for 0.27% of the portfolio, ranked #66.

American Portfolios Advisors first reported a position in VV in Q4 2017 and has held it in 20 quarters since. The position peaked at $8.85M in Q4 2021. 821 funds tracked by Wall St. Rank hold VV as of Q3 2022.

  • American Portfolios Advisors held 39,503 shares of Vanguard Large-Cap ETF worth $6.46M as of Q3 2022.
  • American Portfolios Advisors bought 1,245 Vanguard Large-Cap ETF shares in Q3 2022, an estimated $226K.
  • Vanguard Large-Cap ETF made up 0.27% of American Portfolios Advisors's portfolio in Q3 2022, its #66 holding.
  • American Portfolios Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Vanguard Large-Cap ETF position peaked at $8.85M in Q4 2021.
  • 821 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.