AWM
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Argent Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Argent Wealth Management’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 		$637K Hold
4,075
– – 0.11% 100
2020
Q1 		$496K Hold
4,075
– – 0.1% 104
2019
Q4 		$602K Buy
+4,075
New +$576K 0.1% 112

Other funds holding VV

Jones Financial Companies
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 $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
UBS Group Zurich, Switzerland $666B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Argent Wealth Management's VV Position: Q2 2020 in Review

Argent Wealth Management held its Vanguard Large-Cap ETF (VV) position steady in Q2 2020 at 4,075 shares worth $637K. The position accounts for 0.11% of the portfolio, ranked #100.

Argent Wealth Management first reported a position in VV in Q4 2019 and has held it in 3 quarters since. 595 funds tracked by Wall St. Rank hold VV as of Q2 2020.

  • Argent Wealth Management held 4,075 shares of Vanguard Large-Cap ETF worth $637K as of Q2 2020.
  • Argent Wealth Management left its Vanguard Large-Cap ETF share count unchanged in Q2 2020.
  • Vanguard Large-Cap ETF made up 0.11% of Argent Wealth Management's portfolio in Q2 2020, its #100 holding.
  • Argent Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2019 and has held it in 3 quarters since.
  • 595 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.