Atlanta Capital Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Atlanta Capital 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
2022 Q3	–	Sell	-1,735	Closed	-$299K	–	166
2022 Q2	$299K	Buy	+1,735	New	+$326K	﹤0.01%	166
2022 Q1	–	Sell	-5,932	Closed	-$1.31M	–	170
2021 Q4	$1.31M	Buy	+5,932	New	+$1.27M	﹤0.01%	167
2020 Q2	–	Sell	-3,094	Closed	-$366K	–	171
2020 Q1	$366K	Buy	+3,094	New	+$435K	﹤0.01%	167

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atlanta Capital Management's VV Position: Q3 2022 in Review

Atlanta Capital Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2022, closing a stake of 1,735 shares — an estimated $299K sold.

Atlanta Capital Management first reported a position in VV in Q1 2020 and held it in 3 quarters. The position peaked at $1.31M in Q4 2021. 821 funds tracked by Wall St. Rank hold VV as of Q3 2022.

Atlanta Capital Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2022 after selling out during the quarter.
Atlanta Capital Management sold 1,735 Vanguard Morningstar Large-Cap ETF shares in Q3 2022, an estimated $299K.
Atlanta Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and held it in 3 quarters.
Atlanta Capital Management's Vanguard Morningstar Large-Cap ETF position peaked at $1.31M in Q4 2021.
821 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2022.

Based on Atlanta Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.