Baldrige Asset Management’s Vanguard Large-Cap ETF VV Stock Holding History

Baldrige Asset 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
2023 Q1	$139K	Hold	742	–	–	0.06%	130
2022 Q4	$129K	Hold	742	–	–	0.06%	126
2022 Q3	$121K	Hold	742	–	–	0.06%	126
2022 Q2	$128K	Hold	742	–	–	0.06%	124
2022 Q1	$155K	Hold	742	–	–	0.06%	118
2021 Q4	$164K	Hold	742	–	–	0.06%	114
2021 Q3	$149K	Hold	742	–	–	0.06%	114
2021 Q2	$149K	Buy	+742	New	+$145K	0.06%	114

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Baldrige Asset Management's VV Position: Q1 2023 in Review

Baldrige Asset Management held its Vanguard Large-Cap ETF (VV) position steady in Q1 2023 at 742 shares worth $139K. The position accounts for 0.06% of the portfolio, ranked #130.

Baldrige Asset Management first reported a position in VV in Q2 2021 and has held it in 8 quarters since. The position peaked at $164K in Q4 2021. 894 funds tracked by Wall St. Rank hold VV as of Q1 2023.

Baldrige Asset Management held 742 shares of Vanguard Large-Cap ETF worth $139K as of Q1 2023.
Baldrige Asset Management left its Vanguard Large-Cap ETF share count unchanged in Q1 2023.
Vanguard Large-Cap ETF made up 0.06% of Baldrige Asset Management's portfolio in Q1 2023, its #130 holding.
Baldrige Asset Management first reported a position in Vanguard Large-Cap ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Vanguard Large-Cap ETF position peaked at $164K in Q4 2021.
894 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.