Axa
VV icon

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

Axa’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
Q4 		– Sell
-308,717
Closed -$42.1M – 1332
2019
Q3 		$42.1M Sell
308,717
-7,300
-2% -$991K 0.17% 156
2019
Q2 		$42.6M Buy
316,017
+1,540
+0.5% +$204K 0.17% 170
2019
Q1 		$40.8M Buy
314,477
+2,400
+0.8% +$300K 0.16% 174
2018
Q4 		$35.8M Hold
312,077
– – 0.16% 180
2018
Q3 		$41.7M Hold
312,077
– – 0.15% 179
2018
Q2 		$38.9M Hold
312,077
– – 0.15% 186
2018
Q1 		$37.8M Hold
312,077
– – 0.15% 172
2017
Q4 		$38.3M Hold
312,077
– – 0.15% 190
2017
Q3 		$36M Hold
312,077
– – 0.16% 188
2017
Q2 		$34.6M Hold
312,077
– – 0.16% 188
2017
Q1 		$33.7M Sell
312,077
-5,600
-2% -$597K 0.15% 193
2016
Q4 		$32.5M Hold
317,677
– – 0.15% 180
2016
Q3 		$31.5M Buy
317,677
+3,600
+1% +$357K 0.14% 198
2016
Q2 		$30.1M Hold
314,077
– – 0.13% 204
2016
Q1 		$29.5M Buy
314,077
+20,900
+7% +$1.86M 0.13% 203
2015
Q4 		$27.4M Hold
293,177
– – 0.12% 222
2015
Q3 		$25.8M Hold
293,177
– – 0.11% 220
2015
Q2 		$27.8M Hold
293,177
– – 0.11% 208
2015
Q1 		$27.9M Hold
293,177
– – 0.12% 211
2014
Q4 		$27.7M Hold
293,177
– – 0.11% 210
2014
Q3 		$26.5M Buy
293,177
+1,200
+0.4% +$109K 0.11% 219
2014
Q2 		$26.3M Buy
291,977
+7,700
+3% +$673K 0.11% 216
2014
Q1 		$24.5M Buy
284,277
+1,500
+0.5% +$127K 0.11% 219
2013
Q4 		$24M Buy
282,777
+11,020
+4% +$896K 0.11% 218
2013
Q3 		$21M Buy
271,757
+230,957
+566% +$17.8M 0.1% 226
2013
Q2 		$3M Buy
+40,800
New +$3.01M 0.02% 609

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
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
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

Axa's VV Position: Q4 2019 in Review

Axa sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2019, closing a stake of 308,717 shares — an estimated $42.1M sold.

Axa first reported a position in VV in Q2 2013 and held it in 26 quarters. The position peaked at $42.6M in Q2 2019. 576 funds tracked by Wall St. Rank hold VV as of Q4 2019.

  • Axa reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Axa sold 308,717 Vanguard Morningstar Large-Cap ETF shares in Q4 2019, an estimated $42.1M.
  • Axa first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and held it in 26 quarters.
  • Axa's Vanguard Morningstar Large-Cap ETF position peaked at $42.6M in Q2 2019.
  • 576 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.